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Asset One Wealth Management’s McDonald's MCD Stock Holding History

Asset One 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 		$4.94M Buy
18,661
+1,598
+9% +$458K 0.52% 52
2026
Q1 		$5.15M Buy
17,063
+1,565
+10% +$499K 0.57% 42
2025
Q4 		$4.94M Buy
+15,498
New +$4.75M 0.68% 33

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

Asset One Wealth Management's MCD Position: Q2 2026 in Review

Asset One Wealth Management increased its McDonald's (MCD) stake by 9.4% in Q2 2026, buying an estimated $458K and bringing the position to 18,661 shares worth $4.94M. The position accounts for 0.52% of the portfolio, ranked #52.

Asset One Wealth Management first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.15M in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Asset One Wealth Management held 18,661 shares of McDonald's worth $4.94M as of Q2 2026.
  • Asset One Wealth Management bought 1,598 McDonald's shares in Q2 2026, an estimated $458K.
  • McDonald's made up 0.52% of Asset One Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Asset One Wealth Management first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Asset One Wealth Management's McDonald's position peaked at $5.15M in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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