BWP
MCD icon

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

Balboa 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 		$744K Sell
2,753
-147
-5% -$42.2K 0.1% 169
2026
Q1 		$901K Sell
2,900
-17
-0.6% -$5.42K 0.15% 117
2025
Q4 		$891K Buy
2,917
+84
+3% +$25.7K 0.15% 110
2025
Q3 		$861K Sell
2,833
-20
-0.7% -$6.09K 0.15% 111
2025
Q2 		$834K Buy
2,853
+255
+10% +$78.6K 0.17% 107
2025
Q1 		$812K Buy
2,598
+22
+0.9% +$6.58K 0.2% 91
2024
Q4 		$747K Sell
2,576
-94
-4% -$28K 0.17% 101
2024
Q3 		$813K Sell
2,670
-763
-22% -$210K 0.2% 94
2024
Q2 		$875K Buy
3,433
+685
+25% +$182K 0.23% 80
2024
Q1 		$775K Sell
2,748
-1,016
-27% -$295K 0.23% 81
2023
Q4 		$1.12M Buy
3,764
+1,196
+47% +$326K 0.37% 46
2023
Q3 		$676K Sell
2,568
-419
-14% -$120K 0.25% 71
2023
Q2 		$891K Sell
2,987
-33
-1% -$9.59K 0.31% 56
2023
Q1 		$844K Buy
3,020
+426
+16% +$114K 0.32% 62
2022
Q4 		$684K Buy
2,594
+384
+17% +$101K 0.31% 77
2022
Q3 		$510K Buy
+2,210
New +$565K 0.22% 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

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

Balboa Wealth Partners reduced its McDonald's (MCD) stake by 5.1% in Q2 2026, selling an estimated $42.2K and leaving 2,753 shares worth $744K. The position accounts for 0.1% of the portfolio, ranked #169.

Balboa Wealth Partners first reported a position in MCD in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.12M in Q4 2023. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Balboa Wealth Partners held 2,753 shares of McDonald's worth $744K as of Q2 2026.
  • Balboa Wealth Partners sold 147 McDonald's shares in Q2 2026, an estimated $42.2K.
  • McDonald's made up 0.1% of Balboa Wealth Partners's portfolio in Q2 2026, its #169 holding.
  • Balboa Wealth Partners first reported a position in McDonald's in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's McDonald's position peaked at $1.12M in Q4 2023.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.