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

BlueChip 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	$460K	Sell	1,700 -591	-26%	-$169K	0.17%	98
2026 Q1	$712K	Hold	2,291	–	–	0.31%	59
2025 Q4	$700K	Sell	2,291 -147	-6%	-$45K	0.29%	60
2025 Q3	$741K	Buy	2,438 +767	+46%	+$233K	0.32%	59
2025 Q2	$488K	Hold	1,671	–	–	0.22%	84
2025 Q1	$522K	Sell	1,671 -66	-4%	-$19.7K	0.26%	77
2024 Q4	$504K	Buy	1,737 +31	+2%	+$9.24K	0.28%	73
2024 Q3	$519K	Sell	1,706 -25	-1%	-$6.89K	0.27%	74
2024 Q2	$441K	Buy	1,731 +60	+4%	+$15.9K	0.26%	81
2024 Q1	$471K	Hold	1,671	–	–	0.3%	62
2023 Q4	$495K	Buy	+1,671	New	+$455K	0.35%	62

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

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

BlueChip Wealth Advisors reduced its McDonald's (MCD) stake by 26% in Q2 2026, selling an estimated $169K and leaving 1,700 shares worth $460K. The position accounts for 0.17% of the portfolio, ranked #98.

BlueChip Wealth Advisors first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $741K in Q3 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

BlueChip Wealth Advisors held 1,700 shares of McDonald's worth $460K as of Q2 2026.
BlueChip Wealth Advisors sold 591 McDonald's shares in Q2 2026, an estimated $169K.
McDonald's made up 0.17% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #98 holding.
BlueChip Wealth Advisors first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
BlueChip Wealth Advisors's McDonald's position peaked at $741K in Q3 2025.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.