DWP
MCD icon

Daymark Wealth Partners’s McDonald's MCD Stock Holding History

Daymark Wealth Partners’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 		$9.69M Buy
35,864
+1,307
+4% +$375K 0.24% 85
2026
Q1 		$10.7M Buy
34,557
+402
+1% +$128K 0.34% 57
2025
Q4 		$10.4M Buy
34,155
+2,660
+8% +$815K 0.33% 58
2025
Q3 		$9.57M Buy
31,495
+624
+2% +$190K 0.32% 64
2025
Q2 		$9.02M Sell
30,871
-1,008
-3% -$311K 0.34% 59
2025
Q1 		$9.96M Sell
31,879
-103,338
-76% -$30.9M 0.43% 51
2024
Q4 		$8.86M Sell
135,217
-1,726
-1% -$515K 0.37% 58
2024
Q3 		$9.83M Sell
136,943
-900
-0.7% -$248K 0.42% 55
2024
Q2 		$8.47M Sell
137,843
-4,758
-3% -$1.26M 0.39% 56
2024
Q1 		$10.7M Buy
142,601
+257
+0.2% +$74.7K 0.58% 46
2023
Q4 		$11.2M Buy
142,344
+294
+0.2% +$80K 0.69% 36
2023
Q3 		$9.87M Buy
142,050
+105,249
+286% +$30M 0.68% 36
2023
Q2 		$11M Buy
36,801
+18,058
+96% +$5.25M 0.82% 31
2023
Q1 		$5.24M Buy
18,743
+9,077
+94% +$2.43M 0.7% 30
2022
Q4 		$2.55M Buy
+9,666
New +$2.55M 0.45% 52

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

Daymark Wealth Partners's MCD Position: Q2 2026 in Review

Daymark Wealth Partners increased its McDonald's (MCD) stake by 3.8% in Q2 2026, buying an estimated $375K and bringing the position to 35,864 shares worth $9.69M. The position accounts for 0.24% of the portfolio, ranked #85.

Daymark Wealth Partners first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.2M in Q4 2023. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Daymark Wealth Partners held 35,864 shares of McDonald's worth $9.69M as of Q2 2026.
  • Daymark Wealth Partners bought 1,307 McDonald's shares in Q2 2026, an estimated $375K.
  • McDonald's made up 0.24% of Daymark Wealth Partners's portfolio in Q2 2026, its #85 holding.
  • Daymark Wealth Partners first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
  • Daymark Wealth Partners's McDonald's position peaked at $11.2M in Q4 2023.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.