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Alaethes Wealth’s McDonald's MCD Stock Holding History

Alaethes Wealth’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 		$284K Hold
1,052
– – 0.08% 102
2026
Q1 		$327K Sell
1,052
-3
-0.3% -$956 0.09% 104
2025
Q4 		$322K Sell
1,055
-57
-5% -$17.5K 0.09% 100
2025
Q3 		$338K Sell
1,112
-87
-7% -$26.5K 0.1% 95
2025
Q2 		$350K Sell
1,199
-20
-2% -$6.17K 0.1% 95
2025
Q1 		$381K Buy
1,219
+35
+3% +$10.5K 0.14% 93
2024
Q4 		$343K Hold
1,184
– – 0.12% 96
2024
Q3 		$361K Buy
1,184
+153
+15% +$42.2K 0.13% 96
2024
Q2 		$263K Sell
1,031
-55
-5% -$14.6K 0.11% 100
2024
Q1 		$306K Sell
1,086
-379
-26% -$110K 0.13% 99
2023
Q4 		$434K Buy
1,465
+13
+0.9% +$3.54K 0.21% 94
2023
Q3 		$383K Sell
1,452
-3
-0.2% -$856 0.21% 93
2023
Q2 		$434K Buy
1,455
+21
+1% +$6.1K 0.24% 92
2023
Q1 		$401K Buy
1,434
+423
+42% +$113K 0.24% 94
2022
Q4 		$266K Sell
1,011
-64
-6% -$16.9K 0.18% 93
2022
Q3 		$248K Hold
1,075
– – 0.18% 95
2022
Q2 		$265K Sell
1,075
-1,713
-61% -$422K 0.2% 94
2022
Q1 		$689K Sell
2,788
-2,284
-45% -$569K 0.44% 80
2021
Q4 		$1.36M Buy
5,072
+464
+10% +$117K 0.86% 39
2021
Q3 		$1.11M Sell
4,608
-137
-3% -$32.7K 0.81% 45
2021
Q2 		$1.1M Buy
4,745
+169
+4% +$39.3K 0.85% 40
2021
Q1 		$1.03M Buy
+4,576
New +$979K 0.95% 35

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

Alaethes Wealth's MCD Position: Q2 2026 in Review

Alaethes Wealth held its McDonald's (MCD) position steady in Q2 2026 at 1,052 shares worth $284K. The position accounts for 0.08% of the portfolio, ranked #102.

Alaethes Wealth first reported a position in MCD in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.36M in Q4 2021. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Alaethes Wealth held 1,052 shares of McDonald's worth $284K as of Q2 2026.
  • Alaethes Wealth left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.08% of Alaethes Wealth's portfolio in Q2 2026, its #102 holding.
  • Alaethes Wealth first reported a position in McDonald's in Q1 2021 and has held it in 22 quarters since.
  • Alaethes Wealth's McDonald's position peaked at $1.36M in Q4 2021.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Alaethes Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.