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

Collaborative 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 		$2.94M Hold
10,876
– – 1.23% 18
2026
Q1 		$3.38M Sell
10,876
-1,107
-9% -$353K 1.55% 16
2025
Q4 		$3.66M Buy
11,983
+1,035
+9% +$317K 1.29% 17
2025
Q3 		$3.33M Sell
10,948
-20
-0.2% -$6.09K 1.35% 18
2025
Q2 		$3.2M Sell
10,968
-9
-0.1% -$2.77K 1.4% 18
2025
Q1 		$3.43M Buy
10,977
+5
+0% +$1.5K 1.6% 17
2024
Q4 		$3.18M Sell
10,972
-462
-4% -$138K 1.44% 19
2024
Q3 		$3.48M Buy
11,434
+4
+0% +$1.1K 1.57% 19
2024
Q2 		$2.91M Sell
11,430
-61
-0.5% -$16.2K 1.42% 19
2024
Q1 		$3.24M Hold
11,491
– – 1.62% 17
2023
Q4 		$3.41M Sell
11,491
-119
-1% -$32.4K 1.85% 15
2023
Q3 		$3.06M Buy
11,610
+10,783
+1,304% +$3.08M 1.82% 15
2023
Q2 		$247K Sell
827
-42
-5% -$12.2K 0.15% 139
2023
Q1 		$243K Buy
869
+1
+0.1% +$268 0.15% 147
2022
Q4 		$229K Hold
868
– – 0.15% 157
2022
Q3 		$200K Hold
868
– – 0.14% 160
2022
Q2 		$214K Buy
+868
New +$214K 0.14% 173
2021
Q4 		$233K Buy
+868
New +$219K 0.13% 181
2021
Q1 		$215K Buy
+868
New +$186K 0.12% 178

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

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

Collaborative Wealth Management held its McDonald's (MCD) position steady in Q2 2026 at 10,876 shares worth $2.94M. The position accounts for 1.23% of the portfolio, ranked #18.

Collaborative Wealth Management first reported a position in MCD in Q1 2021 and has held it in 19 quarters since. The position peaked at $3.66M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Collaborative Wealth Management held 10,876 shares of McDonald's worth $2.94M as of Q2 2026.
  • Collaborative Wealth Management left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 1.23% of Collaborative Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Collaborative Wealth Management first reported a position in McDonald's in Q1 2021 and has held it in 19 quarters since.
  • Collaborative Wealth Management's McDonald's position peaked at $3.66M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.