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Correct Capital Wealth Management’s McDonald's MCD Stock Holding History

Correct Capital 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 		$607K Buy
2,246
+951
+73% +$273K 0.1% 74
2026
Q1 		$402K Buy
1,295
+93
+8% +$29.6K 0.08% 84
2025
Q4 		$367K Buy
1,202
+50
+4% +$15.3K 0.07% 83
2025
Q3 		$350K Buy
1,152
+250
+28% +$76.1K 0.06% 94
2025
Q2 		$264K Sell
902
-3
-0.3% -$925 0.04% 103
2025
Q1 		$283K Hold
905
– – 0.05% 95
2024
Q4 		$262K Buy
905
+50
+6% +$14.9K 0.05% 103
2024
Q3 		$260K Sell
855
-25
-3% -$6.89K 0.06% 102
2024
Q2 		$224K Hold
880
– – 0.05% 111
2024
Q1 		$248K Sell
880
-18
-2% -$5.24K 0.06% 122
2023
Q4 		$266K Buy
+898
New +$244K 0.07% 105

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 $3.38T AUM 44.17% 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

Correct Capital Wealth Management's MCD Position: Q2 2026 in Review

Correct Capital Wealth Management increased its McDonald's (MCD) stake by 73% in Q2 2026, buying an estimated $273K and bringing the position to 2,246 shares worth $607K. The position accounts for 0.1% of the portfolio, ranked #74.

Correct Capital Wealth Management first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Correct Capital Wealth Management held 2,246 shares of McDonald's worth $607K as of Q2 2026.
  • Correct Capital Wealth Management bought 951 McDonald's shares in Q2 2026, an estimated $273K.
  • McDonald's made up 0.1% of Correct Capital Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Correct Capital Wealth Management first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Correct Capital Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.