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

Eagle 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	$328K	Sell	1,214 -5	-0.4%	-$1.43K	0.13%	77
2026 Q1	$379K	Sell	1,219 -84	-6%	-$26.8K	0.17%	66
2025 Q4	$398K	Sell	1,303 -3	-0.2%	-$919	0.19%	60
2025 Q3	$397K	Buy	1,306 +8	+0.6%	+$2.44K	0.2%	56
2025 Q2	$379K	Hold	1,298	–	–	0.21%	55
2025 Q1	$405K	Sell	1,298 -171	-12%	-$51.1K	0.25%	49
2024 Q4	$426K	Buy	1,469 +49	+3%	+$14.6K	0.31%	48
2024 Q3	$432K	Buy	1,420 +55	+4%	+$15.2K	0.32%	49
2024 Q2	$348K	Hold	1,365	–	–	0.28%	58
2024 Q1	$383K	Sell	1,365 -76	-5%	-$22.1K	0.31%	53
2023 Q4	$427K	Buy	+1,441	New	+$392K	0.26%	45

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

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

Eagle Wealth Strategies reduced its McDonald's (MCD) stake by 0.41% in Q2 2026, selling an estimated $1.43K and leaving 1,214 shares worth $328K. The position accounts for 0.13% of the portfolio, ranked #77.

Eagle Wealth Strategies first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $432K in Q3 2024. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Eagle Wealth Strategies held 1,214 shares of McDonald's worth $328K as of Q2 2026.
Eagle Wealth Strategies sold 5 McDonald's shares in Q2 2026, an estimated $1.43K.
McDonald's made up 0.13% of Eagle Wealth Strategies's portfolio in Q2 2026, its #77 holding.
Eagle Wealth Strategies first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Eagle Wealth Strategies's McDonald's position peaked at $432K in Q3 2024.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.