Buck Wealth Strategies’s McDonald's MCD Stock Holding History

Buck Wealth Strategies’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	$276K	Sell	1,022 -1	-0.1%	-$287	0.03%	170
2026 Q1	$318K	Buy	1,023 +315	+44%	+$100K	0.04%	130
2025 Q4	$217K	Sell	708 -24	-3%	-$7.35K	0.03%	163
2025 Q3	$222K	Sell	732 -45	-6%	-$13.7K	0.03%	163
2025 Q2	$227K	Buy	+777	New	+$240K	0.03%	146
2025 Q1	–	Sell	-2,641	Closed	-$766K	–	130
2024 Q4	$766K	Buy	2,641 +1,077	+69%	+$321K	0.16%	58
2024 Q3	$476K	Sell	1,564 -824	-35%	-$227K	0.15%	53
2024 Q2	$608K	Sell	2,388 -21,153	-90%	-$5.61M	0.18%	58
2024 Q1	$6.64M	Buy	23,541 +21,478	+1,041%	+$6.25M	2.28%	16
2023 Q4	$612K	Buy	2,063 +65	+3%	+$17.7K	0.23%	42
2023 Q3	$526K	Buy	1,998 +1,776	+800%	+$507K	0.21%	55
2023 Q2	$66.2K	Buy	222 +208	+1,486%	+$60.4K	0.03%	63
2023 Q1	$3.92K	Buy	+14	New	+$3.75K	﹤0.01%	140

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

Buck Wealth Strategies's MCD Position: Q2 2026 in Review

Buck Wealth Strategies reduced its McDonald's (MCD) stake by 0.1% in Q2 2026, selling an estimated $287 and leaving 1,022 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #170.

Buck Wealth Strategies first reported a position in MCD in Q1 2023 and has held it in 13 quarters since. The position peaked at $6.64M in Q1 2024. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Buck Wealth Strategies held 1,022 shares of McDonald's worth $276K as of Q2 2026.
Buck Wealth Strategies sold 1 McDonald's share in Q2 2026, an estimated $287.
McDonald's made up 0.03% of Buck Wealth Strategies's portfolio in Q2 2026, its #170 holding.
Buck Wealth Strategies first reported a position in McDonald's in Q1 2023 and has held it in 13 quarters since.
Buck Wealth Strategies's McDonald's position peaked at $6.64M in Q1 2024.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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