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Acumen Wealth Advisors’s McDonald's MCD Stock Holding History

Acumen Wealth Advisors’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 		$75.4K Sell
279
-104
-27% -$29.8K 0.02% 138
2026
Q1 		$119K Sell
383
-57
-13% -$18.2K 0.03% 116
2025
Q4 		$134K Buy
+440
New +$135K 0.04% 87

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

Acumen Wealth Advisors's MCD Position: Q2 2026 in Review

Acumen Wealth Advisors reduced its McDonald's (MCD) stake by 27% in Q2 2026, selling an estimated $29.8K and leaving 279 shares worth $75.4K. The position accounts for 0.02% of the portfolio, ranked #138.

Acumen Wealth Advisors first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $134K in Q4 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Acumen Wealth Advisors held 279 shares of McDonald's worth $75.4K as of Q2 2026.
  • Acumen Wealth Advisors sold 104 McDonald's shares in Q2 2026, an estimated $29.8K.
  • McDonald's made up 0.02% of Acumen Wealth Advisors's portfolio in Q2 2026, its #138 holding.
  • Acumen Wealth Advisors first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's McDonald's position peaked at $134K in Q4 2025.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.