DWM
MCD icon

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

Diversify 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 		$9.14M Buy
33,754
+3,686
+12% +$1.06M 0.15% 142
2026
Q1 		$8.72M Buy
30,068
+13,375
+80% +$4.26M 0.16% 144
2025
Q4 		$5.17M Sell
16,693
-230
-1% -$70.4K 0.24% 114
2025
Q3 		$5.02M Buy
16,923
+959
+6% +$292K 0.29% 100
2025
Q2 		$4.82M Buy
15,964
+1,948
+14% +$601K 0.3% 91
2025
Q1 		$4.41M Buy
14,016
+1,871
+15% +$560K 0.33% 81
2024
Q4 		$3.43M Buy
12,145
+5,430
+81% +$1.62M 0.27% 102
2024
Q3 		$2M Buy
6,715
+787
+13% +$217K 0.19% 137
2024
Q2 		$1.59M Buy
+5,928
New +$1.57M 0.2% 117

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

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

Diversify Wealth Management increased its McDonald's (MCD) stake by 12% in Q2 2026, buying an estimated $1.06M and bringing the position to 33,754 shares worth $9.14M. The position accounts for 0.15% of the portfolio, ranked #142.

Diversify Wealth Management first reported a position in MCD in Q2 2024 and has held it in 9 quarters since. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Diversify Wealth Management held 33,754 shares of McDonald's worth $9.14M as of Q2 2026.
  • Diversify Wealth Management bought 3,686 McDonald's shares in Q2 2026, an estimated $1.06M.
  • McDonald's made up 0.15% of Diversify Wealth Management's portfolio in Q2 2026, its #142 holding.
  • Diversify Wealth Management first reported a position in McDonald's in Q2 2024 and has held it in 9 quarters since.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.