Chokshi & Queen Wealth Advisors’s McDonald's MCD Stock Holding History

Chokshi & Queen 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	$226K	Hold	835	–	–	0.1%	58
2026 Q1	$260K	Hold	835	–	–	0.14%	51
2025 Q4	$255K	Hold	835	–	–	0.13%	42
2025 Q3	$254K	Buy	835 +11	+1%	+$3.35K	0.13%	51
2025 Q2	$241K	Hold	824	–	–	0.14%	49
2025 Q1	$257K	Hold	824	–	–	0.16%	47
2024 Q4	$239K	Buy	+824	New	+$246K	0.15%	44

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 $3.37T AUM 44.26% 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

Chokshi & Queen Wealth Advisors's MCD Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors held its McDonald's (MCD) position steady in Q2 2026 at 835 shares worth $226K. The position accounts for 0.1% of the portfolio, ranked #58.

Chokshi & Queen Wealth Advisors first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $260K in Q1 2026. 3,465 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Chokshi & Queen Wealth Advisors held 835 shares of McDonald's worth $226K as of Q2 2026.
Chokshi & Queen Wealth Advisors left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.1% of Chokshi & Queen Wealth Advisors's portfolio in Q2 2026, its #58 holding.
Chokshi & Queen Wealth Advisors first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
Chokshi & Queen Wealth Advisors's McDonald's position peaked at $260K in Q1 2026.
3,465 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.