AWE
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Avidian Wealth Enterprises’s McDonald's MCD Stock Holding History

Avidian Wealth Enterprises’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 		$4.23M Buy
15,648
+48
+0.3% +$13.8K 0.12% 124
2026
Q1 		$4.85M Buy
15,600
+8,096
+108% +$2.58M 0.15% 97
2025
Q4 		$2.29M Buy
7,504
+221
+3% +$67.7K 0.08% 128
2025
Q3 		$2.21M Buy
7,283
+307
+4% +$93.4K 0.08% 128
2025
Q2 		$2.04M Buy
6,976
+718
+11% +$221K 0.08% 128
2025
Q1 		$1.95M Sell
6,258
-634
-9% -$190K 0.09% 128
2024
Q4 		$2M Buy
6,892
+85
+1% +$25.3K 0.09% 122
2024
Q3 		$2.07M Sell
6,807
-263
-4% -$72.5K 0.09% 113
2024
Q2 		$1.8M Buy
7,070
+636
+10% +$169K 0.07% 125
2024
Q1 		$1.81M Buy
6,434
+2,758
+75% +$802K 0.09% 120
2023
Q4 		$1.09M Sell
3,676
-2,886
-44% -$785K 0.07% 160
2023
Q3 		$1.73M Sell
6,562
-962
-13% -$274K 0.12% 107
2023
Q2 		$2.25M Sell
7,524
-4,454
-37% -$1.29M 0.15% 106
2023
Q1 		$3.35M Buy
11,978
+2,731
+30% +$732K 0.18% 106
2022
Q4 		$2.44M Buy
9,247
+935
+11% +$247K 0.16% 108
2022
Q3 		$1.92M Sell
8,312
-111
-1% -$28.4K 0.14% 102
2022
Q2 		$2.08M Buy
8,423
+1,618
+24% +$398K 0.15% 106
2022
Q1 		$1.68M Buy
6,805
+224
+3% +$55.8K 0.1% 134
2021
Q4 		$1.76M Buy
6,581
+513
+8% +$130K 0.11% 127
2021
Q3 		$1.46M Buy
6,068
+427
+8% +$102K 0.11% 102
2021
Q2 		$1.3M Buy
5,641
+876
+18% +$204K 0.1% 111
2021
Q1 		$1.07M Buy
4,765
+222
+5% +$47.5K 0.09% 121
2020
Q4 		$975K Sell
4,543
-581
-11% -$126K 0.09% 114
2020
Q3 		$1.13M Buy
5,124
+264
+5% +$54.2K 0.13% 97
2020
Q2 		$896K Sell
4,860
-609
-11% -$112K 0.12% 98
2020
Q1 		$904K Sell
5,469
-62
-1% -$12.2K 0.15% 79
2019
Q4 		$1.09M Buy
5,531
+1,837
+50% +$364K 0.16% 62
2019
Q3 		$793K Buy
3,694
+1,496
+68% +$321K 0.13% 67
2019
Q2 		$456K Sell
2,198
-262
-11% -$51.9K 0.11% 73
2019
Q1 		$467K Buy
2,460
+513
+26% +$93.1K 0.1% 72
2018
Q4 		$346K Buy
1,947
+156
+9% +$27.7K 0.12% 55
2018
Q3 		$300K Buy
1,791
+32
+2% +$5.13K 0.09% 81
2018
Q2 		$276K Buy
1,759
+8
+0.5% +$1.3K 0.09% 77
2018
Q1 		$274K Buy
1,751
+8
+0.5% +$1.32K 0.09% 79
2017
Q4 		$300 Buy
1,743
+7
+0.4% +$1.18K 0.08% 78
2017
Q3 		$272K Sell
1,736
-36
-2% -$5.64K 0.1% 67
2017
Q2 		$271K Buy
1,772
+51
+3% +$7.37K 0.11% 65
2017
Q1 		$223K Buy
+1,721
New +$216K 0.09% 75

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

Avidian Wealth Enterprises's MCD Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its McDonald's (MCD) stake by 0.31% in Q2 2026, buying an estimated $13.8K and bringing the position to 15,648 shares worth $4.23M. The position accounts for 0.12% of the portfolio, ranked #124.

Avidian Wealth Enterprises first reported a position in MCD in Q1 2017 and has held it in 38 quarters since. The position peaked at $4.85M in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Avidian Wealth Enterprises held 15,648 shares of McDonald's worth $4.23M as of Q2 2026.
  • Avidian Wealth Enterprises bought 48 McDonald's shares in Q2 2026, an estimated $13.8K.
  • McDonald's made up 0.12% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #124 holding.
  • Avidian Wealth Enterprises first reported a position in McDonald's in Q1 2017 and has held it in 38 quarters since.
  • Avidian Wealth Enterprises's McDonald's position peaked at $4.85M in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.