Consilium Wealth Advisory’s McDonald's MCD Stock Holding History

Consilium Wealth Advisory’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	$369K	Sell	1,364 -92	-6%	-$26.4K	0.11%	86
2026 Q1	$453K	Buy	1,456 +59	+4%	+$18.8K	0.15%	76
2025 Q4	$427K	Hold	1,397	–	–	0.16%	72
2025 Q3	$425K	Buy	1,397 +63	+5%	+$19.2K	0.16%	74
2025 Q2	$390K	Hold	1,334	–	–	0.16%	74
2025 Q1	$417K	Buy	1,334 +33	+3%	+$9.87K	0.21%	69
2024 Q4	$377K	Hold	1,301	–	–	0.18%	69
2024 Q3	$396K	Hold	1,301	–	–	0.22%	63
2024 Q2	$332K	Hold	1,301	–	–	0.18%	68
2024 Q1	$367K	Sell	1,301 -66	-5%	-$19.2K	0.21%	64
2023 Q4	$405K	Hold	1,367	–	–	0.24%	64
2023 Q3	$360K	Hold	1,367	–	–	0.25%	63
2023 Q2	$408K	Hold	1,367	–	–	0.28%	61
2023 Q1	$382K	Hold	1,367	–	–	0.33%	58
2022 Q4	$360K	Hold	1,367	–	–	0.31%	60
2022 Q3	$315K	Hold	1,367	–	–	0.35%	55
2022 Q2	$337K	Hold	1,367	–	–	0.36%	59
2022 Q1	$338K	Hold	1,367	–	–	0.24%	69
2021 Q4	$366K	Buy	+1,367	New	+$345K	0.24%	69

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

Consilium Wealth Advisory's MCD Position: Q2 2026 in Review

Consilium Wealth Advisory reduced its McDonald's (MCD) stake by 6.3% in Q2 2026, selling an estimated $26.4K and leaving 1,364 shares worth $369K. The position accounts for 0.11% of the portfolio, ranked #86.

Consilium Wealth Advisory first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $453K in Q1 2026. 3,473 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Consilium Wealth Advisory held 1,364 shares of McDonald's worth $369K as of Q2 2026.
Consilium Wealth Advisory sold 92 McDonald's shares in Q2 2026, an estimated $26.4K.
McDonald's made up 0.11% of Consilium Wealth Advisory's portfolio in Q2 2026, its #86 holding.
Consilium Wealth Advisory first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
Consilium Wealth Advisory's McDonald's position peaked at $453K in Q1 2026.
3,473 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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