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

Arista 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	$1.26M	Buy	4,659 +4	+0.1%	+$1.15K	0.14%	90
2026 Q1	$1.45M	Sell	4,655 -183	-4%	-$58.3K	0.18%	74
2025 Q4	$1.48M	Buy	4,838 +5	+0.1%	+$1.53K	0.18%	68
2025 Q3	$1.47M	Sell	4,833 -49	-1%	-$14.9K	0.18%	73
2025 Q2	$1.43M	Buy	+4,882	New	+$1.51M	0.2%	68

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

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

Arista Wealth Management increased its McDonald's (MCD) stake by 0.09% in Q2 2026, buying an estimated $1.15K and bringing the position to 4,659 shares worth $1.26M. The position accounts for 0.14% of the portfolio, ranked #90.

Arista Wealth Management first reported a position in MCD in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.48M in Q4 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Arista Wealth Management held 4,659 shares of McDonald's worth $1.26M as of Q2 2026.
Arista Wealth Management bought 4 McDonald's shares in Q2 2026, an estimated $1.15K.
McDonald's made up 0.14% of Arista Wealth Management's portfolio in Q2 2026, its #90 holding.
Arista Wealth Management first reported a position in McDonald's in Q2 2025 and has held it in 5 quarters since.
Arista Wealth Management's McDonald's position peaked at $1.48M in Q4 2025.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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