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

Destination 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
Q1 		– Sell
-400
Closed -$16.5K – 347
2025
Q4 		$16.5K Buy
+400
New +$123K ﹤0.01% 316
2024
Q1 		– Sell
-100
Closed -$4.62K – 232
2023
Q4 		$4.62K Hold
100
– – ﹤0.01% 208
2023
Q3 		$2.73K Hold
100
– – ﹤0.01% 203
2023
Q2 		$5.58K Hold
100
– – ﹤0.01% 202
2023
Q1 		$4.33K Buy
+100
New +$26.8K ﹤0.01% 210

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

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

Destination Wealth Management increased its McDonald's (MCD) stake by 3.6% in Q2 2026, buying an estimated $889K and bringing the position to 88,884 shares worth $24M. The position accounts for 0.56% of the portfolio, ranked #53.

Destination Wealth Management first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $26.7M in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Destination Wealth Management held 88,884 shares of McDonald's worth $24M as of Q2 2026.
  • Destination Wealth Management bought 3,100 McDonald's shares in Q2 2026, an estimated $889K.
  • McDonald's made up 0.56% of Destination Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Destination Wealth Management first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
  • Destination Wealth Management's McDonald's position peaked at $26.7M in Q1 2026.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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