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Dynamic Wealth Strategies’s McDonald's MCD Stock Holding History

Dynamic Wealth Strategies’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 		$98.9K Buy
366
+20
+6% +$5.74K 0.05% 124
2026
Q1 		$108K Buy
346
+79
+30% +$25.2K 0.06% 117
2025
Q4 		$81.6K Hold
267
– – 0.05% 124
2025
Q3 		$81.1K Hold
267
– – 0.05% 115
2025
Q2 		$78K Hold
267
– – 0.06% 109
2025
Q1 		$83.4K Buy
+267
New +$79.9K 0.07% 109
2024
Q4 		– Sell
-292
Closed -$89K – 166
2024
Q3 		$89K Hold
292
– – 0.07% 103
2024
Q2 		$74K Hold
292
– – 0.06% 109
2024
Q1 		$82K Hold
292
– – 0.07% 107
2023
Q4 		$86.6K Buy
+292
New +$79.5K 0.08% 102

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

Dynamic Wealth Strategies's MCD Position: Q2 2026 in Review

Dynamic Wealth Strategies increased its McDonald's (MCD) stake by 5.8% in Q2 2026, buying an estimated $5.74K and bringing the position to 366 shares worth $98.9K. The position accounts for 0.05% of the portfolio, ranked #124.

Dynamic Wealth Strategies first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. The position peaked at $108K in Q1 2026. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Dynamic Wealth Strategies held 366 shares of McDonald's worth $98.9K as of Q2 2026.
  • Dynamic Wealth Strategies bought 20 McDonald's shares in Q2 2026, an estimated $5.74K.
  • McDonald's made up 0.05% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #124 holding.
  • Dynamic Wealth Strategies first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
  • Dynamic Wealth Strategies's McDonald's position peaked at $108K in Q1 2026.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.