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

Delos 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	$242K	Sell	895 -13	-1%	-$3.73K	0.12%	73
2026 Q1	$282K	Sell	908 -71	-7%	-$22.6K	0.16%	69
2025 Q4	$299K	Hold	979	–	–	0.2%	48
2025 Q3	$298K	Sell	979 -16	-2%	-$4.87K	0.2%	50
2025 Q2	$291K	Hold	995	–	–	0.23%	47
2025 Q1	$311K	Buy	995 +679	+215%	+$203K	0.25%	48
2024 Q4	$91.6K	Buy	316 +16	+5%	+$4.77K	0.07%	62
2024 Q3	$91.4K	Sell	300 -25	-8%	-$6.89K	0.08%	71
2024 Q2	$82.8K	Buy	325 +300	+1,200%	+$79.6K	0.08%	70
2024 Q1	$7.05K	Buy	+25	New	+$7.27K	0.01%	137
2023 Q4	–	Sell	-123	Closed	-$34.6K	–	368
2023 Q3	$34.6K	Hold	123	–	–	0.04%	79
2023 Q2	$36.7K	Hold	123	–	–	0.05%	74
2023 Q1	$34.4K	Hold	123	–	–	0.04%	70
2022 Q4	$32.4K	Hold	123	–	–	0.05%	74
2022 Q3	$28K	Hold	123	–	–	0.03%	71
2022 Q2	$30K	Sell	123 -124	-50%	-$30.5K	0.03%	71
2022 Q1	$61K	Sell	247 -37	-13%	-$9.22K	0.06%	69
2021 Q4	$76K	Buy	284 +160	+129%	+$40.4K	0.07%	55
2021 Q3	$30K	Buy	+124	New	+$29.6K	0.03%	63

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

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

Delos Wealth Advisors reduced its McDonald's (MCD) stake by 1.4% in Q2 2026, selling an estimated $3.73K and leaving 895 shares worth $242K. The position accounts for 0.12% of the portfolio, ranked #73.

Delos Wealth Advisors first reported a position in MCD in Q3 2021 and has held it in 19 quarters since. The position peaked at $311K in Q1 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Delos Wealth Advisors held 895 shares of McDonald's worth $242K as of Q2 2026.
Delos Wealth Advisors sold 13 McDonald's shares in Q2 2026, an estimated $3.73K.
McDonald's made up 0.12% of Delos Wealth Advisors's portfolio in Q2 2026, its #73 holding.
Delos Wealth Advisors first reported a position in McDonald's in Q3 2021 and has held it in 19 quarters since.
Delos Wealth Advisors's McDonald's position peaked at $311K in Q1 2025.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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