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Badgley Phelps Wealth Managers’s McDonald's MCD Stock Holding History

Badgley Phelps Wealth Managers’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 		$15.9M Sell
58,866
-1,540
-3% -$442K 0.28% 90
2026
Q1 		$18.8M Buy
60,406
+185
+0.3% +$58.9K 0.37% 75
2025
Q4 		$18.4M Buy
60,221
+4,580
+8% +$1.4M 0.34% 73
2025
Q3 		$16.9M Buy
55,641
+956
+2% +$291K 0.36% 72
2025
Q2 		$16M Buy
54,685
+1,503
+3% +$463K 0.35% 77
2025
Q1 		$16.6M Sell
53,182
-540
-1% -$162K 0.4% 71
2024
Q4 		$15.6M Sell
53,722
-28,018
-34% -$8.35M 0.36% 78
2024
Q3 		$24.9M Buy
81,740
+754
+0.9% +$208K 0.58% 52
2024
Q2 		$20.6M Buy
80,986
+249
+0.3% +$66.1K 0.51% 60
2024
Q1 		$22.8M Buy
80,737
+1,722
+2% +$501K 0.57% 55
2023
Q4 		$23.4M Buy
79,015
+4,844
+7% +$1.32M 0.64% 49
2023
Q3 		$19.5M Buy
74,171
+2,443
+3% +$697K 0.67% 48
2023
Q2 		$21.4M Buy
71,728
+471
+0.7% +$137K 0.71% 44
2023
Q1 		$19.9M Buy
71,257
+1,098
+2% +$294K 0.73% 43
2022
Q4 		$18.5M Buy
70,159
+483
+0.7% +$127K 0.74% 45
2022
Q3 		$16.1M Buy
69,676
+1,160
+2% +$296K 0.69% 48
2022
Q2 		$16.9M Sell
68,516
-550
-0.8% -$135K 0.7% 50
2022
Q1 		$17.1M Sell
69,066
-223
-0.3% -$55.5K 0.59% 56
2021
Q4 		$18.6M Buy
69,289
+1,509
+2% +$381K 0.6% 59
2021
Q3 		$16.3M Buy
+67,780
New +$16.2M 0.59% 57

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

Badgley Phelps Wealth Managers's MCD Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its McDonald's (MCD) stake by 2.5% in Q2 2026, selling an estimated $442K and leaving 58,866 shares worth $15.9M. The position accounts for 0.28% of the portfolio, ranked #90.

Badgley Phelps Wealth Managers first reported a position in MCD in Q3 2021 and has held it in 20 quarters since. The position peaked at $24.9M in Q3 2024. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Badgley Phelps Wealth Managers held 58,866 shares of McDonald's worth $15.9M as of Q2 2026.
  • Badgley Phelps Wealth Managers sold 1,540 McDonald's shares in Q2 2026, an estimated $442K.
  • McDonald's made up 0.28% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #90 holding.
  • Badgley Phelps Wealth Managers first reported a position in McDonald's in Q3 2021 and has held it in 20 quarters since.
  • Badgley Phelps Wealth Managers's McDonald's position peaked at $24.9M in Q3 2024.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.