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

Canvas 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 		$885K Sell
3,275
-147
-4% -$42.2K 0.12% 93
2026
Q1 		$1.06M Sell
3,422
-118
-3% -$37.6K 0.18% 74
2025
Q4 		$1.08M Sell
3,540
-60
-2% -$18.4K 0.18% 68
2025
Q3 		$1.08M Buy
3,600
+69
+2% +$21K 0.2% 66
2025
Q2 		$1.06M Buy
3,531
+956
+37% +$295K 0.21% 66
2025
Q1 		$822K Buy
2,575
+191
+8% +$57.1K 0.21% 74
2024
Q4 		$691K Sell
2,384
-2
-0.1% -$596 0.17% 80
2024
Q3 		$726K Buy
2,386
+570
+31% +$157K 0.2% 70
2024
Q2 		$484K Buy
1,816
+387
+27% +$103K 0.15% 81
2024
Q1 		$386K Sell
1,429
-16
-1% -$4.65K 0.13% 90
2023
Q4 		$424K Buy
1,445
+10
+0.7% +$2.72K 0.15% 77
2023
Q3 		$370K Sell
1,435
-396
-22% -$113K 0.15% 82
2023
Q2 		$541K Buy
1,831
+28
+2% +$8.13K 0.2% 65
2023
Q1 		$532K Buy
1,803
+276
+18% +$73.9K 0.22% 67
2022
Q4 		$406K Buy
1,527
+82
+6% +$21.6K 0.17% 90
2022
Q3 		$371K Buy
1,445
+201
+16% +$51.4K 0.16% 84
2022
Q2 		$307K Sell
1,244
-141
-10% -$34.7K 0.12% 97
2022
Q1 		$340K Buy
1,385
+41
+3% +$10.2K 0.12% 112
2021
Q4 		$360K Buy
1,344
+52
+4% +$13.1K 0.13% 105
2021
Q3 		$312K Buy
1,292
+9
+0.7% +$2.15K 0.13% 97
2021
Q2 		$296K Buy
1,283
+193
+18% +$44.9K 0.13% 96
2021
Q1 		$252K Buy
+1,090
New +$233K 0.15% 94

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Canvas Wealth Advisors reduced its McDonald's (MCD) stake by 4.3% in Q2 2026, selling an estimated $42.2K and leaving 3,275 shares worth $885K. The position accounts for 0.12% of the portfolio, ranked #93.

Canvas Wealth Advisors first reported a position in MCD in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.08M in Q3 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Canvas Wealth Advisors held 3,275 shares of McDonald's worth $885K as of Q2 2026.
  • Canvas Wealth Advisors sold 147 McDonald's shares in Q2 2026, an estimated $42.2K.
  • McDonald's made up 0.12% of Canvas Wealth Advisors's portfolio in Q2 2026, its #93 holding.
  • Canvas Wealth Advisors first reported a position in McDonald's in Q1 2021 and has held it in 22 quarters since.
  • Canvas Wealth Advisors's McDonald's position peaked at $1.08M in Q3 2025.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.