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Equity Wealth Partners’s McDonald's MCD Stock Holding History

Equity 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 		$401K Buy
1,485
+667
+82% +$191K 0.14% 75
2026
Q1 		$254K Buy
818
+1
+0.1% +$319 0.16% 70
2025
Q4 		$250K Hold
817
– – 0.16% 73
2025
Q3 		$248K Buy
+817
New +$249K 0.2% 73

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

Equity Wealth Partners's MCD Position: Q2 2026 in Review

Equity Wealth Partners increased its McDonald's (MCD) stake by 82% in Q2 2026, buying an estimated $191K and bringing the position to 1,485 shares worth $401K. The position accounts for 0.14% of the portfolio, ranked #75.

Equity Wealth Partners first reported a position in MCD in Q3 2025 and has held it in 4 quarters since. 3,459 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Equity Wealth Partners held 1,485 shares of McDonald's worth $401K as of Q2 2026.
  • Equity Wealth Partners bought 667 McDonald's shares in Q2 2026, an estimated $191K.
  • McDonald's made up 0.14% of Equity Wealth Partners's portfolio in Q2 2026, its #75 holding.
  • Equity Wealth Partners first reported a position in McDonald's in Q3 2025 and has held it in 4 quarters since.
  • 3,459 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Equity Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.