Allied Private Wealth’s McDonald's MCD Stock Holding History

Allied Private 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	$162K	Buy	+581	New	+$167K	0.1%	132

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

Allied Private Wealth's MCD Position: Q2 2026 in Review

Allied Private Wealth opened a new position in McDonald's (MCD) in Q2 2026: 581 shares worth $162K. The stake represents 0.1% of the portfolio and ranks #132 among its holdings.

3,458 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Allied Private Wealth held 581 shares of McDonald's worth $162K as of Q2 2026.
McDonald's was a new Allied Private Wealth position in Q2 2026.
McDonald's made up 0.1% of Allied Private Wealth's portfolio in Q2 2026, its #132 holding.
3,458 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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