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

Affinity 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 		$445K Sell
1,645
-89
-5% -$25.5K 0.06% 66
2026
Q1 		$539K Sell
1,734
-5
-0.3% -$1.59K 0.08% 54
2025
Q4 		$531K Hold
1,739
– – 0.08% 59
2025
Q3 		$528K Hold
1,739
– – 0.08% 57
2025
Q2 		$508K Buy
1,739
+10
+0.6% +$3.08K 0.08% 59
2025
Q1 		$540K Buy
1,729
+30
+2% +$8.97K 0.1% 54
2024
Q4 		$493K Hold
1,699
– – 0.09% 58
2024
Q3 		$517K Buy
1,699
+44
+3% +$12.1K 0.09% 61
2024
Q2 		$422K Buy
1,655
+33
+2% +$8.76K 0.08% 63
2024
Q1 		$457K Buy
1,622
+7
+0.4% +$2.04K 0.08% 62
2023
Q4 		$479K Hold
1,615
– – 0.1% 59
2023
Q3 		$425K Hold
1,615
– – 0.1% 63
2023
Q2 		$482K Buy
1,615
+1
+0.1% +$291 0.11% 61
2023
Q1 		$451K Buy
1,614
+75
+5% +$20.1K 0.11% 69
2022
Q4 		$406K Buy
1,539
+34
+2% +$8.97K 0.1% 62
2022
Q3 		$347K Buy
1,505
+15
+1% +$3.83K 0.09% 66
2022
Q2 		$379K Buy
1,490
+19
+1% +$4.68K 0.09% 67
2022
Q1 		$373K Buy
+1,471
New +$366K 0.08% 67
2020
Q1 		– Sell
-1,122
Closed -$222K – 81
2019
Q4 		$222K Sell
1,122
-301
-21% -$59.7K 0.08% 94
2019
Q3 		$306K Buy
+1,423
New +$305K 0.12% 72

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

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

Affinity Wealth Management reduced its McDonald's (MCD) stake by 5.1% in Q2 2026, selling an estimated $25.5K and leaving 1,645 shares worth $445K. The position accounts for 0.06% of the portfolio, ranked #66.

Affinity Wealth Management first reported a position in MCD in Q3 2019 and has held it in 20 quarters since. The position peaked at $540K in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Affinity Wealth Management held 1,645 shares of McDonald's worth $445K as of Q2 2026.
  • Affinity Wealth Management sold 89 McDonald's shares in Q2 2026, an estimated $25.5K.
  • McDonald's made up 0.06% of Affinity Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Affinity Wealth Management first reported a position in McDonald's in Q3 2019 and has held it in 20 quarters since.
  • Affinity Wealth Management's McDonald's position peaked at $540K in Q1 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.