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

Ducere 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	–	Sell	-720	Closed	-$224K	–	144
2026 Q1	$224K	Sell	720 -27	-4%	-$8.6K	0.09%	119
2025 Q4	$228K	Buy	+747	New	+$229K	0.09%	117

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

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

Ducere Wealth Management sold out of McDonald's (MCD) in Q2 2026, closing a stake of 720 shares — an estimated $224K sold.

Ducere Wealth Management first reported a position in MCD in Q4 2025 and held it in 2 quarters. The position peaked at $228K in Q4 2025. 3,454 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Ducere Wealth Management reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Ducere Wealth Management sold 720 McDonald's shares in Q2 2026, an estimated $224K.
Ducere Wealth Management first reported a position in McDonald's in Q4 2025 and held it in 2 quarters.
Ducere Wealth Management's McDonald's position peaked at $228K in Q4 2025.
3,454 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Ducere Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.