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Confluence Wealth Services’s McDonald's MCD Stock Holding History

Confluence Wealth Services’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 		$4.05M Buy
14,998
+2,565
+21% +$736K 0.12% 88
2026
Q1 		$3.86M Buy
12,433
+2,136
+21% +$680K 0.15% 75
2025
Q4 		$3.15M Sell
10,297
-257
-2% -$78.7K 0.13% 81
2025
Q3 		$3.21M Sell
10,554
-453
-4% -$138K 0.16% 67
2025
Q2 		$3.22M Buy
11,007
+20
+0.2% +$6.17K 0.18% 68
2025
Q1 		$3.5M Buy
10,987
+668
+6% +$200K 0.22% 59
2024
Q4 		$2.93M Sell
10,319
-185
-2% -$55.2K 0.19% 62
2024
Q3 		$3.2M Buy
10,504
+782
+8% +$216K 0.23% 54
2024
Q2 		$2.48M Buy
9,722
+569
+6% +$151K 0.2% 62
2024
Q1 		$2.58M Sell
9,153
-1,090
-11% -$317K 0.23% 56
2023
Q4 		$3.04M Sell
10,243
-118
-1% -$32.1K 0.33% 42
2023
Q3 		$2.73M Sell
10,361
-698
-6% -$199K 0.54% 34
2023
Q2 		$3.3M Sell
11,059
-6
-0.1% -$1.74K 0.7% 28
2023
Q1 		$3.09M Buy
11,065
+526
+5% +$141K 0.72% 28
2022
Q4 		$2.78M Buy
10,539
+45
+0.4% +$11.9K 0.72% 30
2022
Q3 		$2.42M Sell
10,494
-3,358
-24% -$858K 1.02% 17
2022
Q2 		$3.59M Buy
13,852
+1,607
+13% +$396K 1.58% 4
2022
Q1 		$3.03M Sell
12,245
-100
-0.8% -$24.9K 1.09% 19
2021
Q4 		$3.31M Buy
+12,345
New +$3.12M 1.07% 12

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

Confluence Wealth Services's MCD Position: Q2 2026 in Review

Confluence Wealth Services increased its McDonald's (MCD) stake by 21% in Q2 2026, buying an estimated $736K and bringing the position to 14,998 shares worth $4.05M. The position accounts for 0.12% of the portfolio, ranked #88.

Confluence Wealth Services first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Confluence Wealth Services held 14,998 shares of McDonald's worth $4.05M as of Q2 2026.
  • Confluence Wealth Services bought 2,565 McDonald's shares in Q2 2026, an estimated $736K.
  • McDonald's made up 0.12% of Confluence Wealth Services's portfolio in Q2 2026, its #88 holding.
  • Confluence Wealth Services first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.