Consilio Wealth Advisors’s McDonald's MCD Stock Holding History

Consilio 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	–	Sell	-683	Closed	-$212K	–	115
2026 Q1	$212K	Buy	+683	New	+$218K	0.06%	94

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

Consilio Wealth Advisors's MCD Position: Q2 2026 in Review

Consilio Wealth Advisors sold out of McDonald's (MCD) in Q2 2026, closing a stake of 683 shares — an estimated $212K sold.

Consilio Wealth Advisors first reported a position in MCD in Q1 2026 and held it in 1 quarter. The position peaked at $212K in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Consilio Wealth Advisors reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Consilio Wealth Advisors sold 683 McDonald's shares in Q2 2026, an estimated $212K.
Consilio Wealth Advisors first reported a position in McDonald's in Q1 2026 and held it in 1 quarter.
Consilio Wealth Advisors's McDonald's position peaked at $212K in Q1 2026.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.