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Axis Wealth Partners’s McDonald's MCD Stock Holding History

Axis Wealth Partners’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 		$381K Sell
1,408
-249
-15% -$71.4K 0.18% 124
2026
Q1 		$515K Buy
1,657
+20
+1% +$6.37K 0.27% 101
2025
Q4 		$500K Buy
1,637
+320
+24% +$98K 0.28% 104
2025
Q3 		$400K Buy
1,317
+25
+2% +$7.61K 0.23% 111
2025
Q2 		$378K Buy
1,292
+5
+0.4% +$1.54K 0.25% 103
2025
Q1 		$402K Sell
1,287
-126
-9% -$37.7K 0.3% 93
2024
Q4 		$410K Buy
+1,413
New +$421K 0.35% 87

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

Axis Wealth Partners's MCD Position: Q2 2026 in Review

Axis Wealth Partners reduced its McDonald's (MCD) stake by 15% in Q2 2026, selling an estimated $71.4K and leaving 1,408 shares worth $381K. The position accounts for 0.18% of the portfolio, ranked #124.

Axis Wealth Partners first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $515K in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Axis Wealth Partners held 1,408 shares of McDonald's worth $381K as of Q2 2026.
  • Axis Wealth Partners sold 249 McDonald's shares in Q2 2026, an estimated $71.4K.
  • McDonald's made up 0.18% of Axis Wealth Partners's portfolio in Q2 2026, its #124 holding.
  • Axis Wealth Partners first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Axis Wealth Partners's McDonald's position peaked at $515K in Q1 2026.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.