49 Wealth Management’s McDonald's MCD Stock Holding History

49 Wealth Management’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,876	Closed	-$583K	–	251
2026 Q1	$583K	Buy	1,876 +510	+37%	+$162K	0.04%	103
2025 Q4	$418K	Buy	1,366 +356	+35%	+$109K	0.03%	129
2025 Q3	$307K	Sell	1,010 -15	-1%	-$4.57K	0.03%	147
2025 Q2	$300K	Buy	1,025 +27	+3%	+$8.32K	0.03%	135
2025 Q1	$312K	Sell	998 -32	-3%	-$9.57K	0.04%	136
2024 Q4	$299K	Buy	1,030 +30	+3%	+$8.95K	0.04%	123
2024 Q3	$305K	Buy	+1,000	New	+$276K	0.05%	122

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

49 Wealth Management's MCD Position: Q2 2026 in Review

49 Wealth Management sold out of McDonald's (MCD) in Q2 2026, closing a stake of 1,876 shares — an estimated $583K sold.

49 Wealth Management first reported a position in MCD in Q3 2024 and held it in 7 quarters. The position peaked at $583K in Q1 2026. 3,464 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

49 Wealth Management reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
49 Wealth Management sold 1,876 McDonald's shares in Q2 2026, an estimated $583K.
49 Wealth Management first reported a position in McDonald's in Q3 2024 and held it in 7 quarters.
49 Wealth Management's McDonald's position peaked at $583K in Q1 2026.
3,464 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.