Conscious Wealth Investments’s McDonald's MCD Stock Holding History

Conscious Wealth Investments’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	$556K	Buy	2,106 +265	+14%	+$76K	0.29%	50
2026 Q1	$564K	Sell	1,841 -12	-0.6%	-$3.82K	0.31%	47
2025 Q4	$599K	Buy	1,853 +24	+1%	+$7.35K	0.36%	48
2025 Q3	$546K	Hold	1,829	–	–	0.32%	47
2025 Q2	$554K	Hold	1,829	–	–	0.35%	41
2025 Q1	$574K	Hold	1,829	–	–	0.4%	39
2024 Q4	$514K	Hold	1,829	–	–	0.35%	41
2024 Q3	$546K	Sell	1,829 -254	-12%	-$70K	0.38%	41
2024 Q2	$529K	Hold	2,083	–	–	0.38%	41
2024 Q1	$553K	Sell	2,083 -75	-3%	-$21.8K	0.42%	42
2023 Q4	$641K	Buy	+2,158	New	+$587K	0.51%	40

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 $3.38T AUM 44.17% 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

Conscious Wealth Investments's MCD Position: Q2 2026 in Review

Conscious Wealth Investments increased its McDonald's (MCD) stake by 14% in Q2 2026, buying an estimated $76K and bringing the position to 2,106 shares worth $556K. The position accounts for 0.29% of the portfolio, ranked #50.

Conscious Wealth Investments first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $641K in Q4 2023. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Conscious Wealth Investments held 2,106 shares of McDonald's worth $556K as of Q2 2026.
Conscious Wealth Investments bought 265 McDonald's shares in Q2 2026, an estimated $76K.
McDonald's made up 0.29% of Conscious Wealth Investments's portfolio in Q2 2026, its #50 holding.
Conscious Wealth Investments first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Conscious Wealth Investments's McDonald's position peaked at $641K in Q4 2023.
3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Conscious Wealth Investments's 13F filing for Q2 2026, filed 11 Aug 2026.