DWM
MCD icon

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

Dogwood 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 		$156K Buy
577
+419
+265% +$120K 0.06% 85
2026
Q1 		$49K Buy
158
+26
+20% +$8.28K 0.02% 152
2025
Q4 		$40.4K Buy
132
+38
+40% +$11.6K 0.02% 146
2025
Q3 		$28.6K Buy
94
+2
+2% +$609 0.01% 154
2025
Q2 		$26.7K Buy
92
+14
+18% +$4.32K 0.01% 150
2025
Q1 		$24.5K Buy
78
+20
+34% +$5.98K 0.01% 142
2024
Q4 		$16.8K Hold
58
– – 0.01% 162
2024
Q3 		$17.6K Buy
58
+1
+2% +$276 0.01% 148
2024
Q2 		$14.6K Hold
57
– – 0.01% 153
2024
Q1 		$16.1K Hold
57
– – 0.01% 166
2023
Q4 		$16.8K Buy
+57
New +$15.5K 0.01% 152

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

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

Dogwood Wealth Management increased its McDonald's (MCD) stake by 265% in Q2 2026, buying an estimated $120K and bringing the position to 577 shares worth $156K. The position accounts for 0.06% of the portfolio, ranked #85.

Dogwood Wealth Management first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Dogwood Wealth Management held 577 shares of McDonald's worth $156K as of Q2 2026.
  • Dogwood Wealth Management bought 419 McDonald's shares in Q2 2026, an estimated $120K.
  • McDonald's made up 0.06% of Dogwood Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Dogwood Wealth Management first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.