DWM
MCD icon

Daner Wealth Management’s McDonald's MCD Stock Holding History

Daner 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 		$763K Buy
2,802
+1
+0% +$287 0.41% 35
2026
Q1 		$770K Sell
2,801
-45
-2% -$14.3K 0.45% 31
2025
Q4 		$928K Buy
2,846
+45
+2% +$13.8K 0.57% 26
2025
Q3 		$863K Buy
2,801
+1
+0% +$304 0.56% 26
2025
Q2 		$845K Buy
+2,800
New +$863K 0.58% 27
2024
Q4 		$825K Buy
+2,841
New +$847K 0.61% 23

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

Daner Wealth Management's MCD Position: Q2 2026 in Review

Daner Wealth Management increased its McDonald's (MCD) stake by 0.04% in Q2 2026, buying an estimated $287 and bringing the position to 2,802 shares worth $763K. The position accounts for 0.41% of the portfolio, ranked #35.

Daner Wealth Management first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. The position peaked at $928K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Daner Wealth Management held 2,802 shares of McDonald's worth $763K as of Q2 2026.
  • Daner Wealth Management bought 1 McDonald's share in Q2 2026, an estimated $287.
  • McDonald's made up 0.41% of Daner Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Daner Wealth Management first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
  • Daner Wealth Management's McDonald's position peaked at $928K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Daner Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.