CWM
MCD icon

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

Copia 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 		$44.9K Buy
166
+60
+57% +$17.2K 0.03% 225
2026
Q1 		$32.9K Hold
106
– – 0.02% 230
2025
Q4 		$32.4K Hold
106
– – 0.02% 236
2025
Q3 		$32.2K Hold
106
– – 0.02% 223
2025
Q2 		$31K Hold
106
– – 0.03% 203
2025
Q1 		$33.1K Hold
106
– – 0.03% 184
2024
Q4 		$30.7K Buy
+106
New +$31.6K 0.03% 174

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

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

Copia Wealth Management increased its McDonald's (MCD) stake by 57% in Q2 2026, buying an estimated $17.2K and bringing the position to 166 shares worth $44.9K. The position accounts for 0.03% of the portfolio, ranked #225.

Copia Wealth Management first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. 3,441 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Copia Wealth Management held 166 shares of McDonald's worth $44.9K as of Q2 2026.
  • Copia Wealth Management bought 60 McDonald's shares in Q2 2026, an estimated $17.2K.
  • McDonald's made up 0.03% of Copia Wealth Management's portfolio in Q2 2026, its #225 holding.
  • Copia Wealth Management first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • 3,441 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.