Corient Private Wealth
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Corient Private Wealth’s McDonald's MCD Stock Holding History

Corient Private Wealth’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 		$202M Sell
745,825
-112,215
-13% -$32.2M 0.28% 67
2026
Q1 		$265M Sell
858,040
-21,753
-2% -$6.93M 0.38% 51
2025
Q4 		$269M Buy
879,793
+35,146
+4% +$10.8M 0.37% 50
2025
Q3 		$255M Sell
844,647
-62,029
-7% -$18.9M 0.4% 47
2025
Q2 		$265M Sell
906,676
-30,696
-3% -$9.46M 0.35% 52
2025
Q1 		$293M Sell
937,372
-106,864
-10% -$32M 0.48% 40
2024
Q4 		$301M Sell
1,044,236
-33,953
-3% -$10.1M 0.5% 40
2024
Q3 		$328M Sell
1,078,189
-107,783
-9% -$29.7M 0.51% 37
2024
Q2 		$302M Sell
1,185,972
-70,102
-6% -$18.6M 0.53% 36
2024
Q1 		$354M Sell
1,256,074
-26,543
-2% -$7.72M 0.63% 33
2023
Q4 		$380M Buy
1,282,617
+28,623
+2% +$7.79M 0.7% 30
2023
Q3 		$330M Buy
1,253,994
+29,473
+2% +$8.41M 0.76% 25
2023
Q2 		$365M Buy
1,224,521
+43,284
+4% +$12.6M 0.84% 23
2023
Q1 		$330M Buy
1,181,237
+374,638
+46% +$100M 0.89% 20
2022
Q4 		$213M Buy
+806,599
New +$213M 0.77% 25

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

Corient Private Wealth's MCD Position: Q2 2026 in Review

Corient Private Wealth reduced its McDonald's (MCD) stake by 13% in Q2 2026, selling an estimated $32.2M and leaving 745,825 shares worth $202M. The position accounts for 0.28% of the portfolio, ranked #67.

Corient Private Wealth first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $380M in Q4 2023. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Corient Private Wealth held 745,825 shares of McDonald's worth $202M as of Q2 2026.
  • Corient Private Wealth sold 112,215 McDonald's shares in Q2 2026, an estimated $32.2M.
  • McDonald's made up 0.28% of Corient Private Wealth's portfolio in Q2 2026, its #67 holding.
  • Corient Private Wealth first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's McDonald's position peaked at $380M in Q4 2023.
  • 3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.