CPWA LLC’s McDonald's MCD Stock Holding History

CPWA LLC’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	$538K	Buy	1,989 +26	+1%	+$7.46K	0.62%	40
2026 Q1	$539K	Buy	+1,963	New	+$625K	0.64%	39

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

CPWA LLC's MCD Position: Q2 2026 in Review

CPWA LLC increased its McDonald's (MCD) stake by 1.3% in Q2 2026, buying an estimated $7.46K and bringing the position to 1,989 shares worth $538K. The position accounts for 0.62% of the portfolio, ranked #40.

CPWA LLC first reported a position in MCD in Q1 2026 and has held it in 2 quarters since. The position peaked at $539K in Q1 2026. 3,444 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

CPWA LLC held 1,989 shares of McDonald's worth $538K as of Q2 2026.
CPWA LLC bought 26 McDonald's shares in Q2 2026, an estimated $7.46K.
McDonald's made up 0.62% of CPWA LLC's portfolio in Q2 2026, its #40 holding.
CPWA LLC first reported a position in McDonald's in Q1 2026 and has held it in 2 quarters since.
CPWA LLC's McDonald's position peaked at $539K in Q1 2026.
3,444 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on CPWA LLC's 13F filing for Q2 2026, filed 30 Jul 2026.