E-Wealth Partners’s McDonald's MCD Stock Holding History

E-Wealth Partners’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	$316K	Buy	1,170 +1	+0.1%	+$287	0.23%	49
2026 Q1	$363K	Buy	1,169 +14	+1%	+$4.46K	0.29%	46
2025 Q4	$353K	Buy	+1,155	New	+$354K	0.3%	44

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

E-Wealth Partners's MCD Position: Q2 2026 in Review

E-Wealth Partners increased its McDonald's (MCD) stake by 0.09% in Q2 2026, buying an estimated $287 and bringing the position to 1,170 shares worth $316K. The position accounts for 0.23% of the portfolio, ranked #49.

E-Wealth Partners first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $363K in Q1 2026. 3,454 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

E-Wealth Partners held 1,170 shares of McDonald's worth $316K as of Q2 2026.
E-Wealth Partners bought 1 McDonald's share in Q2 2026, an estimated $287.
McDonald's made up 0.23% of E-Wealth Partners's portfolio in Q2 2026, its #49 holding.
E-Wealth Partners first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
E-Wealth Partners's McDonald's position peaked at $363K in Q1 2026.
3,454 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.