Bullock Wealth Management’s McDonald's MCD Stock Holding History

Bullock 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	$1.05M	Buy	3,887 +291	+8%	+$83.4K	0.45%	55
2026 Q1	$1.1M	Sell	3,596 -59	-2%	-$18.8K	0.55%	46
2025 Q4	$1.12M	Buy	3,655 +69	+2%	+$21.1K	0.55%	36
2025 Q3	$1.08M	Buy	3,586 +61	+2%	+$18.6K	0.54%	40
2025 Q2	$1.05M	Buy	3,525 +62	+2%	+$19.1K	0.56%	38
2025 Q1	$1.09M	Buy	3,463 +43	+1%	+$12.9K	0.61%	34
2024 Q4	$991K	Sell	3,420 -72	-2%	-$21.5K	0.58%	37
2024 Q3	$1.06M	Buy	3,492 +205	+6%	+$56.5K	0.64%	30
2024 Q2	$822K	Buy	3,287 +119	+4%	+$31.6K	0.54%	41
2024 Q1	$888K	Buy	+3,168	New	+$921K	0.59%	33

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

Bullock Wealth Management's MCD Position: Q2 2026 in Review

Bullock Wealth Management increased its McDonald's (MCD) stake by 8.1% in Q2 2026, buying an estimated $83.4K and bringing the position to 3,887 shares worth $1.05M. The position accounts for 0.45% of the portfolio, ranked #55.

Bullock Wealth Management first reported a position in MCD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.12M in Q4 2025. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Bullock Wealth Management held 3,887 shares of McDonald's worth $1.05M as of Q2 2026.
Bullock Wealth Management bought 291 McDonald's shares in Q2 2026, an estimated $83.4K.
McDonald's made up 0.45% of Bullock Wealth Management's portfolio in Q2 2026, its #55 holding.
Bullock Wealth Management first reported a position in McDonald's in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's McDonald's position peaked at $1.12M in Q4 2025.
3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.