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

Dynasty 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
-2,119
Closed -$658K – 386
2026
Q1 		$658K Sell
2,119
-355
-14% -$113K 0.01% 211
2025
Q4 		$756K Buy
2,474
+337
+16% +$103K 0.01% 209
2025
Q3 		$649K Sell
2,137
-433
-17% -$132K 0.01% 201
2025
Q2 		$751K Buy
2,570
+117
+5% +$36.1K 0.01% 153
2025
Q1 		$766K Sell
2,453
-8
-0.3% -$2.39K 0.01% 169
2024
Q4 		$713K Buy
2,461
+182
+8% +$54.3K 0.01% 175
2024
Q3 		$694K Buy
2,279
+47
+2% +$13K 0.02% 160
2024
Q2 		$569K Buy
2,232
+553
+33% +$147K 0.02% 177
2024
Q1 		$473K Buy
+1,679
New +$488K 0.02% 192
2018
Q4 		– Sell
-1,626
Closed -$272K – 60
2018
Q3 		$272K Buy
+1,626
New +$261K 0.35% 81

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

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

Dynasty Wealth Management sold out of McDonald's (MCD) in Q2 2026, closing a stake of 2,119 shares — an estimated $658K sold.

Dynasty Wealth Management first reported a position in MCD in Q3 2018 and held it in 10 quarters. The position peaked at $766K in Q1 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Dynasty Wealth Management reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Dynasty Wealth Management sold 2,119 McDonald's shares in Q2 2026, an estimated $658K.
  • Dynasty Wealth Management first reported a position in McDonald's in Q3 2018 and held it in 10 quarters.
  • Dynasty Wealth Management's McDonald's position peaked at $766K in Q1 2025.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.