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Benchmark Financial Wealth Advisors’s McDonald's MCD Stock Holding History

Benchmark Financial Wealth Advisors’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 		$213K Sell
787
-67
-8% -$19.2K 0.05% 139
2026
Q1 		$265K Buy
854
+78
+10% +$24.8K 0.07% 107
2025
Q4 		$237K Buy
776
+15
+2% +$4.59K 0.07% 108
2025
Q3 		$231K Buy
761
+11
+1% +$3.35K 0.07% 105
2025
Q2 		$219K Buy
750
+16
+2% +$4.93K 0.07% 104
2025
Q1 		$229K Sell
734
-198
-21% -$59.2K 0.09% 94
2024
Q4 		$270K Sell
932
-41
-4% -$12.2K 0.09% 83
2024
Q3 		$296K Sell
973
-10
-1% -$2.76K 0.1% 77
2024
Q2 		$250K Sell
983
-2
-0.2% -$531 0.09% 79
2024
Q1 		$278K Buy
985
+193
+24% +$56.1K 0.11% 71
2023
Q4 		$235K Buy
+792
New +$216K 0.1% 71
2023
Q3 		– Sell
-754
Closed -$225K – 69
2023
Q2 		$225K Sell
754
-37
-5% -$10.8K 0.1% 67
2023
Q1 		$221K Sell
791
-34
-4% -$9.11K 0.11% 62
2022
Q4 		$217K Buy
+825
New +$218K 0.12% 66
2022
Q1 		– Sell
-768
Closed -$206K – 83
2021
Q4 		$206K Buy
+768
New +$194K 0.09% 74
2021
Q3 		– Sell
-1,088
Closed -$251K – 69
2021
Q2 		$251K Buy
1,088
+99
+10% +$23K 0.12% 54
2021
Q1 		$222K Sell
989
-191
-16% -$40.8K 0.12% 53
2020
Q4 		$253K Buy
1,180
+75
+7% +$16.3K 0.14% 55
2020
Q3 		$243K Sell
1,105
-139
-11% -$28.5K 0.16% 52
2020
Q2 		$229K Buy
+1,244
New +$228K 0.17% 46

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

Benchmark Financial Wealth Advisors's MCD Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its McDonald's (MCD) stake by 7.8% in Q2 2026, selling an estimated $19.2K and leaving 787 shares worth $213K. The position accounts for 0.05% of the portfolio, ranked #139.

Benchmark Financial Wealth Advisors first reported a position in MCD in Q2 2020 and has held it in 20 quarters since. The position peaked at $296K in Q3 2024. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Benchmark Financial Wealth Advisors held 787 shares of McDonald's worth $213K as of Q2 2026.
  • Benchmark Financial Wealth Advisors sold 67 McDonald's shares in Q2 2026, an estimated $19.2K.
  • McDonald's made up 0.05% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #139 holding.
  • Benchmark Financial Wealth Advisors first reported a position in McDonald's in Q2 2020 and has held it in 20 quarters since.
  • Benchmark Financial Wealth Advisors's McDonald's position peaked at $296K in Q3 2024.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.