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Curio Wealth’s McDonald's MCD Stock Holding History

Curio 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 		– Sell
-17
Closed -$5.28K – 704
2026
Q1 		$5.28K Sell
17
-25
-60% -$7.96K ﹤0.01% 258
2025
Q4 		$13.2K Buy
42
+27
+180% +$8.27K ﹤0.01% 223
2025
Q3 		$4.56K Hold
15
– – ﹤0.01% 214
2025
Q2 		$4.38K Buy
15
+14
+1,400% +$4.32K ﹤0.01% 242
2025
Q1 		$4.35K Sell
1
-14
-93% -$4.19K ﹤0.01% 274
2024
Q4 		$4.35K Buy
+15
New +$4.47K ﹤0.01% 247

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

Curio Wealth's MCD Position: Q2 2026 in Review

Curio Wealth sold out of McDonald's (MCD) in Q2 2026, closing a stake of 17 shares — an estimated $5.28K sold.

Curio Wealth first reported a position in MCD in Q4 2024 and held it in 6 quarters. The position peaked at $13.2K in Q4 2025. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Curio Wealth reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 17 McDonald's shares in Q2 2026, an estimated $5.28K.
  • Curio Wealth first reported a position in McDonald's in Q4 2024 and held it in 6 quarters.
  • Curio Wealth's McDonald's position peaked at $13.2K in Q4 2025.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.