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

Castle 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 		$499K Buy
1,846
+231
+14% +$66.2K 0.15% 85
2026
Q1 		$502K Sell
1,615
-60
-4% -$19.1K 0.16% 81
2025
Q4 		$512K Sell
1,675
-48
-3% -$14.7K 0.17% 79
2025
Q3 		$524K Hold
1,723
– – 0.18% 75
2025
Q2 		$503K Sell
1,723
-6
-0.3% -$1.85K 0.18% 73
2025
Q1 		$540K Sell
1,729
-23
-1% -$6.88K 0.21% 73
2024
Q4 		$508K Sell
1,752
-731
-29% -$218K 0.2% 73
2024
Q3 		$756K Buy
2,483
+300
+14% +$82.7K 0.3% 66
2024
Q2 		$556K Hold
2,183
– – 0.27% 73
2024
Q1 		$616K Sell
2,183
-5
-0.2% -$1.45K 0.32% 72
2023
Q4 		$649K Buy
2,188
+4
+0.2% +$1.09K 0.39% 61
2023
Q3 		$575K Sell
2,184
-1
-0% -$285 0.41% 57
2023
Q2 		$652K Sell
2,185
-351
-14% -$102K 0.45% 51
2023
Q1 		$709K Hold
2,536
– – 0.55% 45
2022
Q4 		$668K Buy
2,536
+1
+0% +$264 0.42% 48
2022
Q3 		$585K Sell
2,535
-20
-0.8% -$5.11K 0.35% 47
2022
Q2 		$631K Buy
+2,555
New +$629K 0.37% 48

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

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

Castle Wealth Management increased its McDonald's (MCD) stake by 14% in Q2 2026, buying an estimated $66.2K and bringing the position to 1,846 shares worth $499K. The position accounts for 0.15% of the portfolio, ranked #85.

Castle Wealth Management first reported a position in MCD in Q2 2022 and has held it in 17 quarters since. The position peaked at $756K in Q3 2024. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Castle Wealth Management held 1,846 shares of McDonald's worth $499K as of Q2 2026.
  • Castle Wealth Management bought 231 McDonald's shares in Q2 2026, an estimated $66.2K.
  • McDonald's made up 0.15% of Castle Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Castle Wealth Management first reported a position in McDonald's in Q2 2022 and has held it in 17 quarters since.
  • Castle Wealth Management's McDonald's position peaked at $756K in Q3 2024.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.