Expressive Wealth’s McDonald's MCD Stock Holding History

Expressive Wealth’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	$273K	Hold	1,010	–	–	0.26%	116
2026 Q1	$287K	Sell	1,010 -316	-24%	-$101K	0.27%	109
2025 Q4	$405K	Buy	+1,326	New	+$406K	0.44%	76

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

Expressive Wealth's MCD Position: Q2 2026 in Review

Expressive Wealth held its McDonald's (MCD) position steady in Q2 2026 at 1,010 shares worth $273K. The position accounts for 0.26% of the portfolio, ranked #116.

Expressive Wealth first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $405K in Q4 2025. 3,454 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Expressive Wealth held 1,010 shares of McDonald's worth $273K as of Q2 2026.
Expressive Wealth left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.26% of Expressive Wealth's portfolio in Q2 2026, its #116 holding.
Expressive Wealth first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
Expressive Wealth's McDonald's position peaked at $405K in Q4 2025.
3,454 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Expressive Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.