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

Apollon 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 		$15.1M Sell
55,716
-162
-0.3% -$46.5K 0.18% 107
2026
Q1 		$17.4M Sell
55,878
-66
-0.1% -$21K 0.28% 77
2025
Q4 		$17.1M Buy
55,944
+853
+2% +$261K 0.3% 68
2025
Q3 		$16.7M Buy
55,091
+444
+0.8% +$135K 0.3% 62
2025
Q2 		$16M Buy
54,647
+1,448
+3% +$446K 0.32% 59
2025
Q1 		$16.6M Buy
53,199
+3,428
+7% +$1.03M 0.37% 56
2024
Q4 		$14.4M Buy
49,771
+22,354
+82% +$6.67M 0.33% 62
2024
Q3 		$8.35M Sell
27,417
-827
-3% -$228K 0.24% 75
2024
Q2 		$7.2M Buy
28,244
+281
+1% +$74.5K 0.22% 77
2024
Q1 		$7.88M Buy
27,963
+40
+0.1% +$11.6K 0.25% 74
2023
Q4 		$8.28M Buy
27,923
+4,931
+21% +$1.34M 0.29% 68
2023
Q3 		$6.06M Sell
22,992
-724
-3% -$206K 0.3% 63
2023
Q2 		$7.08M Buy
23,716
+836
+4% +$243K 0.34% 55
2023
Q1 		$6.4M Buy
22,880
+214
+0.9% +$57.3K 0.39% 48
2022
Q4 		$5.97M Buy
22,666
+958
+4% +$253K 0.42% 45
2022
Q3 		$5.01M Buy
21,708
+250
+1% +$63.9K 0.41% 48
2022
Q2 		$5.3M Sell
21,458
-942
-4% -$232K 0.44% 41
2022
Q1 		$5.54M Sell
22,400
-1,979
-8% -$493K 0.39% 48
2021
Q4 		$6.54M Buy
24,379
+8,326
+52% +$2.1M 0.49% 38
2021
Q3 		$3.87M Buy
16,053
+5,168
+47% +$1.23M 0.53% 38
2021
Q2 		$2.51M Sell
10,885
-240
-2% -$55.9K 0.45% 44
2021
Q1 		$2.49M Sell
11,125
-11,887
-52% -$2.54M 0.48% 45
2020
Q4 		$4.94M Buy
23,012
+19,632
+581% +$4.27M 1.34% 16
2020
Q3 		$742K Buy
3,380
+288
+9% +$59.1K 0.33% 71
2020
Q2 		$570K Buy
3,092
+544
+21% +$99.7K 0.31% 49
2020
Q1 		$421K Buy
2,548
+240
+10% +$47.3K 0.43% 38
2019
Q4 		$477K Sell
2,308
-143
-6% -$28.4K 0.42% 38
2019
Q3 		$526K Buy
2,451
+2,078
+557% +$446K 0.55% 31
2019
Q2 		$77K Buy
+373
New +$73.9K 0.09% 76

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

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

Apollon Wealth Management reduced its McDonald's (MCD) stake by 0.29% in Q2 2026, selling an estimated $46.5K and leaving 55,716 shares worth $15.1M. The position accounts for 0.18% of the portfolio, ranked #107.

Apollon Wealth Management first reported a position in MCD in Q2 2019 and has held it in 29 quarters since. The position peaked at $17.4M in Q1 2026. 3,463 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Apollon Wealth Management held 55,716 shares of McDonald's worth $15.1M as of Q2 2026.
  • Apollon Wealth Management sold 162 McDonald's shares in Q2 2026, an estimated $46.5K.
  • McDonald's made up 0.18% of Apollon Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Apollon Wealth Management first reported a position in McDonald's in Q2 2019 and has held it in 29 quarters since.
  • Apollon Wealth Management's McDonald's position peaked at $17.4M in Q1 2026.
  • 3,463 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.