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

AE 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
2018
Q2 		– Sell
-600
Closed -$1K – 488
2018
Q1 		$1K Buy
+600
New +$98.7K ﹤0.01% 450

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

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

AE Wealth Management increased its McDonald's (MCD) stake by 3.6% in Q2 2026, buying an estimated $3.56M and bringing the position to 357,206 shares worth $96.6M. The position accounts for 0.45% of the portfolio, ranked #54.

AE Wealth Management first reported a position in MCD in Q4 2016 and has held it in 39 quarters since. The position peaked at $107M in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • AE Wealth Management held 357,206 shares of McDonald's worth $96.6M as of Q2 2026.
  • AE Wealth Management bought 12,420 McDonald's shares in Q2 2026, an estimated $3.56M.
  • McDonald's made up 0.45% of AE Wealth Management's portfolio in Q2 2026, its #54 holding.
  • AE Wealth Management first reported a position in McDonald's in Q4 2016 and has held it in 39 quarters since.
  • AE Wealth Management's McDonald's position peaked at $107M in Q1 2026.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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