AWM
MCD icon

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

Austin 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
-714
Closed -$221K – 128
2026
Q1 		$221K Sell
714
-85
-11% -$27.1K 0.05% 112
2025
Q4 		$247K Buy
799
+26
+3% +$7.96K 0.04% 148
2025
Q3 		$240K Sell
773
-144
-16% -$43.8K 0.04% 139
2025
Q2 		$275K Sell
917
-170
-16% -$52.4K 0.05% 114
2025
Q1 		$344K Buy
1,087
+202
+23% +$60.4K 0.07% 92
2024
Q4 		$249K Buy
885
+119
+16% +$35.5K 0.05% 108
2024
Q3 		$232K Buy
+766
New +$211K 0.05% 111
2024
Q2 		– Sell
-776
Closed -$206K – 118
2024
Q1 		$206K Sell
776
-34
-4% -$9.89K 0.05% 112
2023
Q4 		$237K Hold
810
– – 0.06% 103
2023
Q3 		$229K Buy
+810
New +$231K 0.07% 88

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

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

Austin Wealth Management sold out of McDonald's (MCD) in Q2 2026, closing a stake of 714 shares — an estimated $221K sold.

Austin Wealth Management first reported a position in MCD in Q3 2023 and held it in 10 quarters. The position peaked at $344K in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Austin Wealth Management reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Austin Wealth Management sold 714 McDonald's shares in Q2 2026, an estimated $221K.
  • Austin Wealth Management first reported a position in McDonald's in Q3 2023 and held it in 10 quarters.
  • Austin Wealth Management's McDonald's position peaked at $344K in Q1 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Austin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.