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Facet Wealth Inc’s McDonald's MCD Stock Holding History

Facet Wealth 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 		$671K Buy
2,484
+57
+2% +$16.3K 0.01% 170
2026
Q1 		$754K Buy
2,427
+572
+31% +$182K 0.01% 126
2025
Q4 		$580K Buy
1,855
+377
+26% +$115K 0.01% 141
2025
Q3 		$449K Buy
1,478
+222
+18% +$67.6K 0.01% 124
2025
Q2 		$377K Buy
1,256
+451
+56% +$139K 0.01% 113
2025
Q1 		$254K Sell
805
-79
-9% -$23.6K 0.01% 119
2024
Q4 		$260K Buy
884
+64
+8% +$19.1K 0.01% 119
2024
Q3 		$242K Sell
820
-18
-2% -$4.96K 0.01% 125
2024
Q2 		$223K Sell
838
-57
-6% -$15.1K 0.01% 126
2024
Q1 		$241K Buy
895
+84
+10% +$24.4K 0.01% 103
2023
Q4 		$231K Buy
+811
New +$221K 0.01% 104

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

Facet Wealth Inc's MCD Position: Q2 2026 in Review

Facet Wealth Inc increased its McDonald's (MCD) stake by 2.3% in Q2 2026, buying an estimated $16.3K and bringing the position to 2,484 shares worth $671K. The position accounts for 0.01% of the portfolio, ranked #170.

Facet Wealth Inc first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $754K in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Facet Wealth Inc held 2,484 shares of McDonald's worth $671K as of Q2 2026.
  • Facet Wealth Inc bought 57 McDonald's shares in Q2 2026, an estimated $16.3K.
  • McDonald's made up 0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #170 holding.
  • Facet Wealth Inc first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • Facet Wealth Inc's McDonald's position peaked at $754K in Q1 2026.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.