Essential Partners’s McDonald's MCD Stock Holding History

Essential 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	$88.1K	Sell	326 -94	-22%	-$27K	0.04%	452
2026 Q1	$131K	Buy	420 +31	+8%	+$9.88K	0.04%	362
2025 Q4	$119K	Buy	389 +23	+6%	+$7.04K	0.04%	406
2025 Q3	$111K	Buy	366 +36	+11%	+$11K	0.04%	415
2025 Q2	$96.4K	Buy	+330	New	+$102K	0.04%	358

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

Essential Partners's MCD Position: Q2 2026 in Review

Essential Partners reduced its McDonald's (MCD) stake by 22% in Q2 2026, selling an estimated $27K and leaving 326 shares worth $88.1K. The position accounts for 0.04% of the portfolio, ranked #452.

Essential Partners first reported a position in MCD in Q2 2025 and has held it in 5 quarters since. The position peaked at $131K in Q1 2026. 3,459 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Essential Partners held 326 shares of McDonald's worth $88.1K as of Q2 2026.
Essential Partners sold 94 McDonald's shares in Q2 2026, an estimated $27K.
McDonald's made up 0.04% of Essential Partners's portfolio in Q2 2026, its #452 holding.
Essential Partners first reported a position in McDonald's in Q2 2025 and has held it in 5 quarters since.
Essential Partners's McDonald's position peaked at $131K in Q1 2026.
3,459 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.