Bennett Associates Wealth Management’s McDonald's MCD Stock Holding History

Bennett Associates Wealth Management’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	–	Sell	-657	Closed	-$204K	–	60
2026 Q1	$204K	Sell	657 -105	-14%	-$33.5K	0.14%	55
2025 Q4	$233K	Buy	762 +10	+1%	+$3.06K	0.16%	52
2025 Q3	$229K	Buy	+752	New	+$229K	0.17%	46
2025 Q2	–	Sell	-728	Closed	-$227K	–	51
2025 Q1	$227K	Sell	728 -194	-21%	-$58K	0.19%	43
2024 Q4	$267K	Buy	922 +171	+23%	+$51K	0.22%	44
2024 Q3	$229K	Buy	+751	New	+$207K	0.19%	43
2024 Q2	–	Sell	-724	Closed	-$204K	–	46
2024 Q1	$204K	Sell	724 -61	-8%	-$17.7K	0.18%	38
2023 Q4	$233K	Buy	+785	New	+$214K	0.23%	37

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bennett Associates Wealth Management's MCD Position: Q2 2026 in Review

Bennett Associates Wealth Management sold out of McDonald's (MCD) in Q2 2026, closing a stake of 657 shares — an estimated $204K sold.

Bennett Associates Wealth Management first reported a position in MCD in Q4 2023 and held it in 8 quarters. The position peaked at $267K in Q4 2024. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Bennett Associates Wealth Management reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Bennett Associates Wealth Management sold 657 McDonald's shares in Q2 2026, an estimated $204K.
Bennett Associates Wealth Management first reported a position in McDonald's in Q4 2023 and held it in 8 quarters.
Bennett Associates Wealth Management's McDonald's position peaked at $267K in Q4 2024.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.