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

Etesian 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	$1.36M	Sell	5,025 -665	-12%	-$191K	0.4%	56
2026 Q1	$1.77M	Sell	5,690 -133	-2%	-$42.4K	0.56%	47
2025 Q4	$1.78M	Sell	5,823 -347	-6%	-$106K	0.56%	48
2025 Q3	$1.88M	Sell	6,170 -1,005	-14%	-$306K	0.62%	42
2025 Q2	$2.1M	Sell	7,175 -358	-5%	-$110K	0.78%	33
2025 Q1	$2.35M	Sell	7,533 -253	-3%	-$75.7K	1.01%	23
2024 Q4	$2.26M	Sell	7,786 -86	-1%	-$25.6K	1%	24
2024 Q3	$2.4M	Buy	7,872 +52	+0.7%	+$14.3K	1.09%	24
2024 Q2	$1.99M	Sell	7,820 -171	-2%	-$45.4K	1.12%	23
2024 Q1	$2.25M	Sell	7,991 -83	-1%	-$24.1K	1.29%	21
2023 Q4	$2.39M	Buy	8,074 +25	+0.3%	+$6.8K	1.43%	21
2023 Q3	$2.12M	Sell	8,049 -16	-0.2%	-$4.56K	1.43%	20
2023 Q2	$2.41M	Buy	8,065 +70	+0.9%	+$20.3K	1.57%	16
2023 Q1	$2.24M	Sell	7,995 -54	-0.7%	-$14.5K	1.49%	16
2022 Q4	$2.12M	Buy	+8,049	New	+$2.12M	1.54%	15

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

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

Etesian Wealth Advisors reduced its McDonald's (MCD) stake by 12% in Q2 2026, selling an estimated $191K and leaving 5,025 shares worth $1.36M. The position accounts for 0.4% of the portfolio, ranked #56.

Etesian Wealth Advisors first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.41M in Q2 2023. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Etesian Wealth Advisors held 5,025 shares of McDonald's worth $1.36M as of Q2 2026.
Etesian Wealth Advisors sold 665 McDonald's shares in Q2 2026, an estimated $191K.
McDonald's made up 0.4% of Etesian Wealth Advisors's portfolio in Q2 2026, its #56 holding.
Etesian Wealth Advisors first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
Etesian Wealth Advisors's McDonald's position peaked at $2.41M in Q2 2023.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.