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

Ariadne 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	–	Sell	-856	Closed	-$266K	–	272
2026 Q1	$266K	Buy	+856	New	+$273K	0.12%	187
2025 Q4	–	Sell	-951	Closed	-$293K	–	275
2025 Q3	$293K	Buy	951 +225	+31%	+$68.5K	0.13%	174
2025 Q2	$221K	Sell	726 -407	-36%	-$125K	0.11%	188
2025 Q1	$355K	Buy	1,133 +239	+27%	+$71.5K	0.19%	121
2024 Q4	$276K	Buy	894 +21	+2%	+$6.26K	0.13%	160
2024 Q3	$257K	Buy	+873	New	+$241K	0.14%	154

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

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

Ariadne Wealth Management sold out of McDonald's (MCD) in Q2 2026, closing a stake of 856 shares — an estimated $266K sold.

Ariadne Wealth Management first reported a position in MCD in Q3 2024 and held it in 6 quarters. The position peaked at $355K in Q1 2025. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Ariadne Wealth Management reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Ariadne Wealth Management sold 856 McDonald's shares in Q2 2026, an estimated $266K.
Ariadne Wealth Management first reported a position in McDonald's in Q3 2024 and held it in 6 quarters.
Ariadne Wealth Management's McDonald's position peaked at $355K in Q1 2025.
3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.