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

BlueSky 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	–	Sell	-718	Closed	-$223K	–	117
2026 Q1	$223K	Buy	718 +1	+0.1%	+$319	0.03%	108
2025 Q4	$219K	Hold	717	–	–	0.03%	74
2025 Q3	$218K	Buy	+717	New	+$218K	0.03%	78

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

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

BlueSky Wealth Advisors sold out of McDonald's (MCD) in Q2 2026, closing a stake of 718 shares — an estimated $223K sold.

BlueSky Wealth Advisors first reported a position in MCD in Q3 2025 and held it in 3 quarters. The position peaked at $223K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

BlueSky Wealth Advisors reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
BlueSky Wealth Advisors sold 718 McDonald's shares in Q2 2026, an estimated $223K.
BlueSky Wealth Advisors first reported a position in McDonald's in Q3 2025 and held it in 3 quarters.
BlueSky Wealth Advisors's McDonald's position peaked at $223K in Q1 2026.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.