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

Abound 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 		$124K Sell
460
-122
-21% -$35K 0.02% 141
2026
Q1 		$181K Buy
582
+30
+5% +$9.56K 0.04% 100
2025
Q4 		$169K Buy
552
+26
+5% +$7.96K 0.04% 97
2025
Q3 		$160K Buy
526
+22
+4% +$6.7K 0.04% 96
2025
Q2 		$147K Buy
504
+243
+93% +$74.9K 0.04% 100
2025
Q1 		$81.6K Sell
261
-42
-14% -$12.6K 0.03% 133
2024
Q4 		$87.9K Buy
303
+3
+1% +$895 0.03% 119
2024
Q3 		$91.5K Sell
300
-2
-0.7% -$551 0.03% 113
2024
Q2 		$77K Sell
302
-12
-4% -$3.18K 0.03% 110
2024
Q1 		$88.4K Sell
314
-113
-26% -$32.9K 0.03% 97
2023
Q4 		$127K Buy
427
+110
+35% +$29.9K 0.05% 75
2023
Q3 		$83.6K Buy
317
+9
+3% +$2.57K 0.04% 92
2023
Q2 		$91.9K Buy
308
+87
+39% +$25.3K 0.04% 80
2023
Q1 		$61.8K Buy
221
+48
+28% +$12.9K 0.03% 107
2022
Q4 		$45.6K Sell
173
-17
-9% -$4.49K 0.02% 121
2022
Q3 		$43.9K Buy
+190
New +$48.6K 0.02% 124

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Abound Wealth Management reduced its McDonald's (MCD) stake by 21% in Q2 2026, selling an estimated $35K and leaving 460 shares worth $124K. The position accounts for 0.02% of the portfolio, ranked #141.

Abound Wealth Management first reported a position in MCD in Q3 2022 and has held it in 16 quarters since. The position peaked at $181K in Q1 2026. 3,442 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Abound Wealth Management held 460 shares of McDonald's worth $124K as of Q2 2026.
  • Abound Wealth Management sold 122 McDonald's shares in Q2 2026, an estimated $35K.
  • McDonald's made up 0.02% of Abound Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Abound Wealth Management first reported a position in McDonald's in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's McDonald's position peaked at $181K in Q1 2026.
  • 3,442 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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