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Cura Wealth Advisors’s McDonald's MCD Stock Holding History

Cura Wealth Advisors’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 		$250K Sell
924
-93
-9% -$26.7K 0.11% 113
2026
Q1 		$316K Buy
1,017
+2
+0.2% +$637 0.14% 84
2025
Q4 		$310K Buy
1,015
+194
+24% +$59.4K 0.12% 92
2025
Q3 		$249K Sell
821
-91
-10% -$27.7K 0.1% 102
2025
Q2 		$266K Hold
912
– – 0.11% 84
2025
Q1 		$285K Buy
+912
New +$273K 0.12% 75

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

Cura Wealth Advisors's MCD Position: Q2 2026 in Review

Cura Wealth Advisors reduced its McDonald's (MCD) stake by 9.1% in Q2 2026, selling an estimated $26.7K and leaving 924 shares worth $250K. The position accounts for 0.11% of the portfolio, ranked #113.

Cura Wealth Advisors first reported a position in MCD in Q1 2025 and has held it in 6 quarters since. The position peaked at $316K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Cura Wealth Advisors held 924 shares of McDonald's worth $250K as of Q2 2026.
  • Cura Wealth Advisors sold 93 McDonald's shares in Q2 2026, an estimated $26.7K.
  • McDonald's made up 0.11% of Cura Wealth Advisors's portfolio in Q2 2026, its #113 holding.
  • Cura Wealth Advisors first reported a position in McDonald's in Q1 2025 and has held it in 6 quarters since.
  • Cura Wealth Advisors's McDonald's position peaked at $316K in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.