Blodgett Wealth Advisors’s McDonald's MCD Stock Holding History

Blodgett 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	$807K	Hold	2,984	–	–	0.54%	32
2026 Q1	$927K	Hold	2,984	–	–	0.73%	26
2025 Q4	$912K	Hold	2,984	–	–	0.64%	27
2025 Q3	$907K	Buy	2,984 +251	+9%	+$76.4K	0.62%	27
2025 Q2	$799K	Hold	2,733	–	–	0.63%	26
2025 Q1	$854K	Sell	2,733 -50	-2%	-$15K	0.73%	26
2024 Q4	$807K	Sell	2,783 -50	-2%	-$14.9K	0.63%	25
2024 Q3	$863K	Sell	2,833 -199	-7%	-$54.8K	0.73%	23
2024 Q2	$773K	Sell	3,032 -300	-9%	-$79.6K	0.65%	21
2024 Q1	$939K	Buy	3,332 +37	+1%	+$10.8K	0.85%	23
2023 Q4	$977K	Sell	3,295 -1,500	-31%	-$408K	1%	20
2023 Q3	$1.26M	Sell	4,795 -100	-2%	-$28.5K	1.39%	19
2023 Q2	$1.46M	Hold	4,895	–	–	1.51%	17
2023 Q1	$1.37M	Buy	4,895 +11	+0.2%	+$2.95K	1.58%	17
2022 Q4	$1.29M	Hold	4,884	–	–	1.56%	19
2022 Q3	$1.13M	Sell	4,884 -38	-0.8%	-$9.71K	1.35%	22
2022 Q2	$1.22M	Sell	4,922 -2	-0%	-$493	1.33%	20
2022 Q1	$1.22M	Hold	4,924	–	–	1.01%	26
2021 Q4	$1.32M	Buy	+4,924	New	+$1.24M	1.02%	24

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

Blodgett Wealth Advisors's MCD Position: Q2 2026 in Review

Blodgett Wealth Advisors held its McDonald's (MCD) position steady in Q2 2026 at 2,984 shares worth $807K. The position accounts for 0.54% of the portfolio, ranked #32.

Blodgett Wealth Advisors first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.46M in Q2 2023. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Blodgett Wealth Advisors held 2,984 shares of McDonald's worth $807K as of Q2 2026.
Blodgett Wealth Advisors left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.54% of Blodgett Wealth Advisors's portfolio in Q2 2026, its #32 holding.
Blodgett Wealth Advisors first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
Blodgett Wealth Advisors's McDonald's position peaked at $1.46M in Q2 2023.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.