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

Challenger 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 		$281K Sell
1,039
-14
-1% -$4.01K 0.21% 56
2026
Q1 		$327K Sell
1,053
-124
-11% -$39.5K 0.26% 53
2025
Q4 		$360K Buy
1,177
+6
+0.5% +$1.84K 0.27% 49
2025
Q3 		$356K Sell
1,171
-77
-6% -$23.4K 0.28% 49
2025
Q2 		$365K Sell
1,248
-145
-10% -$44.7K 0.25% 64
2025
Q1 		$435K Buy
1,393
+12
+0.9% +$3.59K 0.34% 54
2024
Q4 		$400K Buy
+1,381
New +$412K 0.34% 56

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

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

Challenger Wealth Management reduced its McDonald's (MCD) stake by 1.3% in Q2 2026, selling an estimated $4.01K and leaving 1,039 shares worth $281K. The position accounts for 0.21% of the portfolio, ranked #56.

Challenger Wealth Management first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $435K in Q1 2025. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Challenger Wealth Management held 1,039 shares of McDonald's worth $281K as of Q2 2026.
  • Challenger Wealth Management sold 14 McDonald's shares in Q2 2026, an estimated $4.01K.
  • McDonald's made up 0.21% of Challenger Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Challenger Wealth Management first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Challenger Wealth Management's McDonald's position peaked at $435K in Q1 2025.
  • 3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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