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Concord Wealth Partners’s McDonald's MCD Stock Holding History

Concord Wealth Partners’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 		$2.99M Buy
11,056
+1,589
+17% +$456K 0.34% 72
2026
Q1 		$2.94M Buy
9,467
+2,181
+30% +$695K 0.38% 66
2025
Q4 		$2.23M Buy
7,286
+261
+4% +$79.9K 0.29% 81
2025
Q3 		$2.13M Sell
7,025
-285
-4% -$86.7K 0.29% 82
2025
Q2 		$2.14M Buy
7,310
+134
+2% +$41.3K 0.31% 80
2025
Q1 		$2.24M Sell
7,176
-1,349
-16% -$403K 0.37% 67
2024
Q4 		$2.47M Buy
8,525
+79
+0.9% +$23.6K 0.4% 60
2024
Q3 		$2.57M Buy
8,446
+65
+0.8% +$17.9K 0.43% 56
2024
Q2 		$2.14M Buy
8,381
+606
+8% +$161K 0.38% 61
2024
Q1 		$2.19M Buy
7,775
+1,518
+24% +$441K 0.39% 61
2023
Q4 		$1.86M Buy
6,257
+1,323
+27% +$360K 0.37% 59
2023
Q3 		$1.3M Buy
4,934
+312
+7% +$89K 0.28% 65
2023
Q2 		$1.38M Buy
4,622
+1,454
+46% +$422K 0.3% 55
2023
Q1 		$886K Buy
3,168
+712
+29% +$191K 0.25% 53
2022
Q4 		$647K Sell
2,456
-1,010
-29% -$266K 0.19% 73
2022
Q3 		$800K Sell
3,466
-212
-6% -$54.2K 0.25% 61
2022
Q2 		$908K Sell
3,678
-144
-4% -$35.5K 0.25% 58
2022
Q1 		$945K Buy
3,822
+271
+8% +$67.5K 0.24% 53
2021
Q4 		$952K Buy
3,551
+1,853
+109% +$468K 0.23% 52
2021
Q3 		$409K Sell
1,698
-1,449
-46% -$346K 0.17% 44
2021
Q2 		$727K Buy
3,147
+220
+8% +$51.2K 0.21% 47
2021
Q1 		$656K Buy
2,927
+1,134
+63% +$243K 0.22% 46
2020
Q4 		$385K Buy
+1,793
New +$390K 0.3% 40

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

Concord Wealth Partners's MCD Position: Q2 2026 in Review

Concord Wealth Partners increased its McDonald's (MCD) stake by 17% in Q2 2026, buying an estimated $456K and bringing the position to 11,056 shares worth $2.99M. The position accounts for 0.34% of the portfolio, ranked #72.

Concord Wealth Partners first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Concord Wealth Partners held 11,056 shares of McDonald's worth $2.99M as of Q2 2026.
  • Concord Wealth Partners bought 1,589 McDonald's shares in Q2 2026, an estimated $456K.
  • McDonald's made up 0.34% of Concord Wealth Partners's portfolio in Q2 2026, its #72 holding.
  • Concord Wealth Partners first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.