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WELLINGTON-ALTUS USA INC.’s McDonald's MCD Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$83K Buy
267
+13
+5% +$3.73K 0.06% 236
2026
Q1 		$68.7K Sell
254
-17
-6% -$5.42K 0.04% 290
2025
Q4 		$82.8K Buy
+271
New +$83K 0.06% 230

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

WELLINGTON-ALTUS USA INC.'s MCD Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. increased its McDonald's (MCD) stake by 5.1% in Q2 2026, buying an estimated $3.73K and bringing the position to 267 shares worth $83K. The position accounts for 0.06% of the portfolio, ranked #236.

WELLINGTON-ALTUS USA INC. first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. 3,473 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 267 shares of McDonald's worth $83K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. bought 13 McDonald's shares in Q2 2026, an estimated $3.73K.
  • McDonald's made up 0.06% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #236 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • 3,473 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.