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Cassaday & Co Wealth Management’s McDonald's MCD Stock Holding History

Cassaday & Co 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 		$7.4M Sell
27,366
-522
-2% -$150K 0.14% 39
2026
Q1 		$8.67M Buy
27,888
+285
+1% +$90.8K 0.18% 34
2025
Q4 		$8.44M Sell
27,603
-333
-1% -$102K 0.18% 34
2025
Q3 		$8.49M Sell
27,936
-24
-0.1% -$7.3K 0.2% 32
2025
Q2 		$8.17M Buy
27,960
+4
+0% +$1.23K 0.2% 31
2025
Q1 		$8.73M Sell
27,956
-114
-0.4% -$34.1K 0.25% 28
2024
Q4 		$8.14M Buy
28,070
+123
+0.4% +$36.7K 0.22% 29
2024
Q3 		$8.51M Buy
27,947
+200
+0.7% +$55.1K 0.24% 27
2024
Q2 		$7.07M Sell
27,747
-992
-3% -$263K 0.22% 28
2024
Q1 		$8.1M Buy
28,739
+383
+1% +$111K 0.26% 27
2023
Q4 		$8.41M Buy
28,356
+269
+1% +$73.2K 0.29% 26
2023
Q3 		$7.4M Buy
28,087
+93
+0.3% +$26.5K 0.31% 25
2023
Q2 		$8.35M Sell
27,994
-746
-3% -$217K 0.33% 26
2023
Q1 		$8.04M Sell
28,740
-83
-0.3% -$22.2K 0.34% 25
2022
Q4 		$7.6M Buy
+28,823
New +$7.6M 0.35% 29

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

Cassaday & Co Wealth Management's MCD Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its McDonald's (MCD) stake by 1.9% in Q2 2026, selling an estimated $150K and leaving 27,366 shares worth $7.4M. The position accounts for 0.14% of the portfolio, ranked #39.

Cassaday & Co Wealth Management first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.73M in Q1 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Cassaday & Co Wealth Management held 27,366 shares of McDonald's worth $7.4M as of Q2 2026.
  • Cassaday & Co Wealth Management sold 522 McDonald's shares in Q2 2026, an estimated $150K.
  • McDonald's made up 0.14% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Cassaday & Co Wealth Management first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
  • Cassaday & Co Wealth Management's McDonald's position peaked at $8.73M in Q1 2025.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.