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

Drive 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 		$1.09M Sell
4,028
-814
-17% -$233K 0.19% 91
2026
Q1 		$1.51M Sell
4,842
-420
-8% -$134K 0.32% 56
2025
Q4 		$1.61M Sell
5,262
-299
-5% -$91.6K 0.31% 60
2025
Q3 		$1.69M Buy
5,561
+157
+3% +$47.8K 0.36% 63
2025
Q2 		$1.58M Sell
5,404
-21
-0.4% -$6.47K 0.35% 69
2025
Q1 		$1.69M Buy
5,425
+3,399
+168% +$1.02M 0.4% 58
2024
Q4 		$587K Buy
2,026
+70
+4% +$20.9K 0.14% 114
2024
Q3 		$596K Buy
1,956
+125
+7% +$34.5K 0.16% 112
2024
Q2 		$467K Sell
1,831
-76
-4% -$20.2K 0.13% 140
2024
Q1 		$538K Sell
1,907
-72
-4% -$20.9K 0.15% 118
2023
Q4 		$587K Buy
1,979
+75
+4% +$20.4K 0.19% 107
2023
Q3 		$502K Buy
1,904
+196
+11% +$55.9K 0.18% 108
2023
Q2 		$510K Buy
1,708
+156
+10% +$45.3K 0.19% 113
2023
Q1 		$434K Buy
1,552
+202
+15% +$54.1K 0.18% 134
2022
Q4 		$356K Buy
1,350
+466
+53% +$123K 0.18% 134
2022
Q3 		$204K Buy
+884
New +$226K 0.19% 139

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

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

Drive Wealth Management reduced its McDonald's (MCD) stake by 17% in Q2 2026, selling an estimated $233K and leaving 4,028 shares worth $1.09M. The position accounts for 0.19% of the portfolio, ranked #91.

Drive Wealth Management first reported a position in MCD in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.69M in Q1 2025. 3,459 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Drive Wealth Management held 4,028 shares of McDonald's worth $1.09M as of Q2 2026.
  • Drive Wealth Management sold 814 McDonald's shares in Q2 2026, an estimated $233K.
  • McDonald's made up 0.19% of Drive Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Drive Wealth Management first reported a position in McDonald's in Q3 2022 and has held it in 16 quarters since.
  • Drive Wealth Management's McDonald's position peaked at $1.69M in Q1 2025.
  • 3,459 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.