Elwood & Goetz Wealth Advisory Group’s McDonald's MCD Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	$299K	Sell	1,107 -26	-2%	-$7.46K	0.04%	122
2026 Q1	$352K	Buy	1,133 +67	+6%	+$21.3K	0.06%	91
2025 Q4	$326K	Buy	1,066 +153	+17%	+$46.9K	0.06%	98
2025 Q3	$278K	Buy	913 +59	+7%	+$18K	0.05%	104
2025 Q2	$250K	Sell	854 -18	-2%	-$5.55K	0.05%	98
2025 Q1	$272K	Sell	872 -502	-37%	-$150K	0.07%	80
2024 Q4	$398K	Buy	1,374 +346	+34%	+$103K	0.1%	63
2024 Q3	$313K	Buy	1,028 +6	+0.6%	+$1.65K	0.08%	71
2024 Q2	$260K	Sell	1,022 -32	-3%	-$8.49K	0.07%	64
2024 Q1	$297K	Buy	1,054 +1	+0.1%	+$291	0.07%	64
2023 Q4	$312K	Buy	1,053 +54	+5%	+$14.7K	0.07%	64
2023 Q3	$263K	Buy	999 +283	+40%	+$80.7K	0.06%	65
2023 Q2	$214K	Buy	+716	New	+$208K	0.05%	67

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

Elwood & Goetz Wealth Advisory Group's MCD Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its McDonald's (MCD) stake by 2.3% in Q2 2026, selling an estimated $7.46K and leaving 1,107 shares worth $299K. The position accounts for 0.04% of the portfolio, ranked #122.

Elwood & Goetz Wealth Advisory Group first reported a position in MCD in Q2 2023 and has held it in 13 quarters since. The position peaked at $398K in Q4 2024. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 1,107 shares of McDonald's worth $299K as of Q2 2026.
Elwood & Goetz Wealth Advisory Group sold 26 McDonald's shares in Q2 2026, an estimated $7.46K.
McDonald's made up 0.04% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #122 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in McDonald's in Q2 2023 and has held it in 13 quarters since.
Elwood & Goetz Wealth Advisory Group's McDonald's position peaked at $398K in Q4 2024.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.