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

Adams 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	$217K	Hold	803	–	–	0.04%	143
2026 Q1	$250K	Hold	803	–	–	0.05%	134
2025 Q4	$245K	Sell	803 -1	-0.1%	-$306	0.05%	155
2025 Q3	$244K	Sell	804 -2	-0.2%	-$609	0.05%	158
2025 Q2	$235K	Hold	806	–	–	0.04%	151
2025 Q1	$252K	Buy	806 +4	+0.5%	+$1.2K	0.05%	115
2024 Q4	$232K	Buy	802 +2	+0.3%	+$596	0.04%	107
2024 Q3	$244K	Hold	800	–	–	0.05%	104
2024 Q2	$204K	Hold	800	–	–	0.05%	102
2024 Q1	$226K	Hold	800	–	–	0.06%	98
2023 Q4	$237K	Sell	800 -134	-14%	-$36.5K	0.07%	88
2023 Q3	$246K	Sell	934 -26	-3%	-$7.42K	0.08%	84
2023 Q2	$286K	Sell	960 -19	-2%	-$5.52K	0.09%	86
2023 Q1	$274K	Hold	979	–	–	0.09%	93
2022 Q4	$258K	Buy	979 +5	+0.5%	+$1.32K	0.09%	86
2022 Q3	$225K	Buy	974 +15	+2%	+$3.83K	0.08%	82
2022 Q2	$237K	Hold	959	–	–	0.09%	66
2022 Q1	$237K	Sell	959 -140	-13%	-$34.9K	0.08%	65
2021 Q4	$295K	Hold	1,099	–	–	0.09%	70
2021 Q3	$265K	Hold	1,099	–	–	0.1%	68
2021 Q2	$254K	Hold	1,099	–	–	0.11%	67
2021 Q1	$246K	Hold	1,099	–	–	0.11%	65
2020 Q4	$236K	Hold	1,099	–	–	0.15%	57
2020 Q3	$241K	Sell	1,099 -938	-46%	-$193K	0.19%	51
2020 Q2	$376K	Sell	2,037 -961	-32%	-$176K	0.38%	38
2020 Q1	$496K	Sell	2,998 -4,627	-61%	-$912K	0.62%	35
2019 Q4	$1.51M	Buy	+7,625	New	+$1.51M	1.27%	18

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

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

Adams Wealth Management held its McDonald's (MCD) position steady in Q2 2026 at 803 shares worth $217K. The position accounts for 0.04% of the portfolio, ranked #143.

Adams Wealth Management first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.51M in Q4 2019. 3,471 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Adams Wealth Management held 803 shares of McDonald's worth $217K as of Q2 2026.
Adams Wealth Management left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.04% of Adams Wealth Management's portfolio in Q2 2026, its #143 holding.
Adams Wealth Management first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
Adams Wealth Management's McDonald's position peaked at $1.51M in Q4 2019.
3,471 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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