Consultiva Wealth Management’s McDonald's MCD Stock Holding History

Consultiva Wealth Management’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	$73.5K	Hold	272	–	–	0.17%	81
2026 Q1	$84.5K	Hold	272	–	–	0.25%	64
2025 Q4	$83.1K	Sell	272 -15	-5%	-$4.59K	0.23%	64
2025 Q3	$87.2K	Hold	287	–	–	0.24%	69
2025 Q2	$83.9K	Hold	287	–	–	0.26%	69
2025 Q1	$89.6K	Hold	287	–	–	0.31%	62
2024 Q4	$83.2K	Buy	+287	New	+$85.6K	0.42%	42

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

Consultiva Wealth Management's MCD Position: Q2 2026 in Review

Consultiva Wealth Management held its McDonald's (MCD) position steady in Q2 2026 at 272 shares worth $73.5K. The position accounts for 0.17% of the portfolio, ranked #81.

Consultiva Wealth Management first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $89.6K in Q1 2025. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Consultiva Wealth Management held 272 shares of McDonald's worth $73.5K as of Q2 2026.
Consultiva Wealth Management left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.17% of Consultiva Wealth Management's portfolio in Q2 2026, its #81 holding.
Consultiva Wealth Management first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
Consultiva Wealth Management's McDonald's position peaked at $89.6K in Q1 2025.
3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.