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

Angeles 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 		$1.77M Sell
6,561
-732
-10% -$210K 0.08% 102
2026
Q1 		$2.27M Buy
7,293
+323
+5% +$103K 0.12% 71
2025
Q4 		$2.13M Buy
6,970
+3,139
+82% +$961K 0.12% 69
2025
Q3 		$1.16M Sell
3,831
-26
-0.7% -$7.91K 0.07% 100
2025
Q2 		$1.13M Buy
3,857
+277
+8% +$85.4K 0.08% 96
2025
Q1 		$1.12M Buy
3,580
+36
+1% +$10.8K 0.09% 82
2024
Q4 		$1.03M Buy
3,544
+164
+5% +$48.9K 0.08% 86
2024
Q3 		$1.03M Buy
3,380
+375
+12% +$103K 0.09% 77
2024
Q2 		$766K Buy
3,005
+159
+6% +$42.2K 0.07% 93
2024
Q1 		$802K Buy
2,846
+141
+5% +$41K 0.08% 87
2023
Q4 		$802K Buy
2,705
+153
+6% +$41.6K 0.1% 81
2023
Q3 		$672K Buy
2,552
+84
+3% +$24K 0.1% 76
2023
Q2 		$736K Buy
2,468
+1
+0% +$291 0.1% 87
2023
Q1 		$690K Buy
2,467
+19
+0.8% +$5.09K 0.1% 94
2022
Q4 		$645K Sell
2,448
-115
-4% -$30.3K 0.11% 95
2022
Q3 		$591K Buy
2,563
+6
+0.2% +$1.53K 0.12% 85
2022
Q2 		$631K Buy
2,557
+74
+3% +$18.2K 0.13% 86
2022
Q1 		$614K Buy
+2,483
New +$619K 0.12% 96

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

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

Angeles Wealth Management reduced its McDonald's (MCD) stake by 10% in Q2 2026, selling an estimated $210K and leaving 6,561 shares worth $1.77M. The position accounts for 0.08% of the portfolio, ranked #102.

Angeles Wealth Management first reported a position in MCD in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.27M in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Angeles Wealth Management held 6,561 shares of McDonald's worth $1.77M as of Q2 2026.
  • Angeles Wealth Management sold 732 McDonald's shares in Q2 2026, an estimated $210K.
  • McDonald's made up 0.08% of Angeles Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Angeles Wealth Management first reported a position in McDonald's in Q1 2022 and has held it in 18 quarters since.
  • Angeles Wealth Management's McDonald's position peaked at $2.27M in Q1 2026.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.