Blue Rock Wealth Management’s McDonald's MCD Stock Holding History

Blue Rock 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	$379K	Hold	1,403	–	–	0.21%	68
2026 Q1	$436K	Hold	1,403	–	–	0.28%	57
2025 Q4	$429K	Hold	1,403	–	–	0.27%	56
2025 Q3	$426K	Buy	1,403 +300	+27%	+$91.3K	0.27%	58
2025 Q2	$322K	Hold	1,103	–	–	0.22%	68
2025 Q1	$345K	Hold	1,103	–	–	0.29%	60
2024 Q4	$320K	Buy	+1,103	New	+$329K	0.34%	47

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 $3.38T AUM 44.17% 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

Blue Rock Wealth Management's MCD Position: Q2 2026 in Review

Blue Rock Wealth Management held its McDonald's (MCD) position steady in Q2 2026 at 1,403 shares worth $379K. The position accounts for 0.21% of the portfolio, ranked #68.

Blue Rock Wealth Management first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $436K in Q1 2026. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Blue Rock Wealth Management held 1,403 shares of McDonald's worth $379K as of Q2 2026.
Blue Rock Wealth Management left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.21% of Blue Rock Wealth Management's portfolio in Q2 2026, its #68 holding.
Blue Rock Wealth Management first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
Blue Rock Wealth Management's McDonald's position peaked at $436K in Q1 2026.
3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Blue Rock Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.