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

Core 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	$823K	Sell	3,045 -2	-0.1%	-$573	0.23%	15
2026 Q1	$947K	Hold	3,047	–	–	0.29%	13
2025 Q4	$931K	Sell	3,047 -5	-0.2%	-$1.53K	0.29%	13
2025 Q3	$927K	Buy	3,052 +9	+0.3%	+$2.74K	0.3%	12
2025 Q2	$889K	Sell	3,043 -40	-1%	-$12.3K	0.31%	11
2025 Q1	$963K	Sell	3,083 -15	-0.5%	-$4.49K	0.37%	11
2024 Q4	$898K	Sell	3,098 -121	-4%	-$36.1K	0.35%	10
2024 Q3	$820K	Hold	3,219	–	–	0.33%	10
2024 Q2	$820K	Sell	3,219 -204	-6%	-$54.1K	0.33%	10
2024 Q1	$965K	Hold	3,423	–	–	0.42%	8
2023 Q4	$1.01M	Hold	3,423	–	–	0.48%	9
2023 Q3	$902K	Sell	3,423 -910	-21%	-$260K	0.47%	8
2023 Q2	$1.29M	Buy	4,333 +3,332	+333%	+$968K	0.66%	7
2023 Q1	$280K	Hold	1,001	–	–	0.15%	15
2022 Q4	$264K	Buy	+1,001	New	+$264K	0.15%	16

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

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

Core Wealth Management reduced its McDonald's (MCD) stake by 0.07% in Q2 2026, selling an estimated $573 and leaving 3,045 shares worth $823K. The position accounts for 0.23% of the portfolio, ranked #15.

Core Wealth Management first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.29M in Q2 2023. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Core Wealth Management held 3,045 shares of McDonald's worth $823K as of Q2 2026.
Core Wealth Management sold 2 McDonald's shares in Q2 2026, an estimated $573.
McDonald's made up 0.23% of Core Wealth Management's portfolio in Q2 2026, its #15 holding.
Core Wealth Management first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
Core Wealth Management's McDonald's position peaked at $1.29M in Q2 2023.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Core Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.