EQ Wealth Advisors’s McDonald's MCD Stock Holding History

EQ Wealth Advisors’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	$436K	Sell	1,612 -5	-0.3%	-$1.43K	0.24%	38
2026 Q1	$503K	Hold	1,617	–	–	0.29%	36
2025 Q4	$494K	Buy	1,617 +17	+1%	+$5.21K	0.29%	33
2025 Q3	$486K	Hold	1,600	–	–	0.32%	31
2025 Q2	$467K	Hold	1,600	–	–	0.32%	30
2025 Q1	$500K	Hold	1,600	–	–	0.4%	30
2024 Q4	$464K	Buy	+1,600	New	+$477K	0.45%	29

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

EQ Wealth Advisors's MCD Position: Q2 2026 in Review

EQ Wealth Advisors reduced its McDonald's (MCD) stake by 0.31% in Q2 2026, selling an estimated $1.43K and leaving 1,612 shares worth $436K. The position accounts for 0.24% of the portfolio, ranked #38.

EQ Wealth Advisors first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $503K in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

EQ Wealth Advisors held 1,612 shares of McDonald's worth $436K as of Q2 2026.
EQ Wealth Advisors sold 5 McDonald's shares in Q2 2026, an estimated $1.43K.
McDonald's made up 0.24% of EQ Wealth Advisors's portfolio in Q2 2026, its #38 holding.
EQ Wealth Advisors first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
EQ Wealth Advisors's McDonald's position peaked at $503K in Q1 2026.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on EQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.