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

Aletheian 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	–	Sell	-729	Closed	-$227K	–	111
2026 Q1	$227K	Buy	+729	New	+$232K	0.11%	92
2025 Q3	$259K	Sell	853 -23	-3%	-$7K	0.12%	82
2025 Q2	$256K	Sell	876 -26	-3%	-$8.02K	0.13%	80
2025 Q1	$282K	Buy	+902	New	+$270K	0.16%	73
2024 Q3	–	Sell	-3,553	Closed	-$905K	–	89
2024 Q2	$905K	Buy	3,553 +122	+4%	+$32.4K	0.48%	51
2024 Q1	$967K	Buy	3,431 +1,051	+44%	+$306K	0.52%	45
2023 Q4	$706K	Sell	2,380 -9	-0.4%	-$2.45K	0.47%	51
2023 Q3	$629K	Sell	2,389 -188	-7%	-$53.6K	0.48%	51
2023 Q2	$769K	Buy	2,577 +441	+21%	+$128K	0.53%	47
2023 Q1	$597K	Buy	2,136 +123	+6%	+$33K	0.53%	35
2022 Q4	$530K	Buy	+2,013	New	+$531K	0.46%	48

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

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

Aletheian Wealth Advisors sold out of McDonald's (MCD) in Q2 2026, closing a stake of 729 shares — an estimated $227K sold.

Aletheian Wealth Advisors first reported a position in MCD in Q4 2022 and held it in 11 quarters. The position peaked at $967K in Q1 2024. 3,444 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Aletheian Wealth Advisors reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Aletheian Wealth Advisors sold 729 McDonald's shares in Q2 2026, an estimated $227K.
Aletheian Wealth Advisors first reported a position in McDonald's in Q4 2022 and held it in 11 quarters.
Aletheian Wealth Advisors's McDonald's position peaked at $967K in Q1 2024.
3,444 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.