FAS Wealth Partners’s McDonald's MCD Stock Holding History

FAS Wealth 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	$2.53M	Sell	9,370 -99	-1%	-$28.4K	0.13%	130
2026 Q1	$2.94M	Buy	9,469 +135	+1%	+$43K	0.18%	112
2025 Q4	$2.85M	Sell	9,334 -471	-5%	-$144K	0.18%	112
2025 Q3	$2.98M	Sell	9,805 -35	-0.4%	-$10.7K	0.2%	100
2025 Q2	$2.87M	Sell	9,840 -9,433	-49%	-$2.91M	0.21%	96
2025 Q1	$6.02M	Buy	19,273 +514	+3%	+$154K	0.49%	50
2024 Q4	$5.44M	Buy	18,759 +87	+0.5%	+$25.9K	0.46%	52
2024 Q3	$5.69M	Buy	18,672 +483	+3%	+$133K	0.45%	49
2024 Q2	$4.64M	Buy	18,189 +441	+2%	+$117K	0.4%	57
2024 Q1	$5M	Buy	17,748 +305	+2%	+$88.7K	0.44%	49
2023 Q4	$5.17M	Buy	17,443 +392	+2%	+$107K	0.49%	44
2023 Q3	$4.49M	Sell	17,051 -33	-0.2%	-$9.41K	0.48%	46
2023 Q2	$5.1M	Buy	17,084 +931	+6%	+$270K	0.64%	32
2023 Q1	$4.52M	Buy	16,153 +328	+2%	+$87.9K	0.49%	47
2022 Q4	$4.17M	Buy	15,825 +709	+5%	+$187K	0.47%	50
2022 Q3	$3.49M	Buy	15,116 +778	+5%	+$199K	0.39%	48
2022 Q2	$3.54M	Buy	14,338 +1,450	+11%	+$357K	0.37%	49
2022 Q1	$3.19M	Buy	12,888 +839	+7%	+$209K	0.3%	51
2021 Q4	$3.23M	Buy	12,049 +1,408	+13%	+$355K	0.3%	55
2021 Q3	$2.57M	Buy	10,641 +418	+4%	+$99.8K	0.24%	66
2021 Q2	$2.36M	Buy	10,223 +468	+5%	+$109K	0.22%	71
2021 Q1	$2.19M	Buy	9,755 +165	+2%	+$35.3K	0.23%	72
2020 Q4	$2.06M	Sell	9,590 -24	-0.2%	-$5.22K	0.23%	72
2020 Q3	$2.11M	Buy	9,614 +24	+0.3%	+$4.93K	0.29%	64
2020 Q2	$1.77M	Buy	9,590 +97	+1%	+$17.8K	0.26%	70
2020 Q1	$1.57M	Buy	9,493 +2,199	+30%	+$433K	0.27%	72
2019 Q4	$1.44M	Buy	7,294 +20	+0.3%	+$3.97K	0.24%	72
2019 Q3	$1.56M	Buy	7,274 +255	+4%	+$54.7K	0.28%	68
2019 Q2	$1.46M	Buy	7,019 +16	+0.2%	+$3.17K	0.27%	70
2019 Q1	$1.33M	Sell	7,003 -33	-0.5%	-$5.99K	0.26%	71
2018 Q4	$1.25M	Sell	7,036 -553	-7%	-$98.1K	0.29%	69
2018 Q3	$1.27M	Buy	7,589 +16	+0.2%	+$2.56K	0.29%	60
2018 Q2	$1.19M	Buy	7,573 +126	+2%	+$20.4K	0.32%	58
2018 Q1	$1.17M	Buy	7,447 +167	+2%	+$27.5K	0.34%	58
2017 Q4	$1.25M	Sell	7,280 -391	-5%	-$65.7K	0.33%	55
2017 Q3	$1.2M	Buy	7,671 +935	+14%	+$147K	0.34%	55
2017 Q2	$1.03M	Buy	6,736 +16	+0.2%	+$2.31K	0.31%	58
2017 Q1	$871K	Sell	6,720 -271	-4%	-$34K	0.27%	64
2016 Q4	$851K	Buy	6,991 +20	+0.3%	+$2.35K	0.25%	53
2016 Q3	$804K	Buy	6,971 +143	+2%	+$16.9K	0.26%	51
2016 Q2	$822K	Sell	6,828 -32	-0.5%	-$4.01K	0.3%	41
2016 Q1	$862K	Buy	6,860 +264	+4%	+$31.5K	0.44%	24
2015 Q4	$779K	Sell	6,596 -629	-9%	-$70.3K	0.39%	34
2015 Q3	$712K	Buy	7,225 +807	+13%	+$78.6K	0.41%	30
2015 Q2	$610K	Buy	6,418 +84	+1%	+$8.13K	0.31%	37
2015 Q1	$617K	Sell	6,334 -495	-7%	-$47K	0.32%	33
2014 Q4	$640K	Sell	6,829 -295	-4%	-$27.6K	0.34%	33
2014 Q3	$675K	Sell	7,124 -96	-1%	-$9.16K	0.39%	24
2014 Q2	$727K	Sell	7,220 -273	-4%	-$27.6K	0.42%	23
2014 Q1	$735K	Sell	7,493 -197	-3%	-$18.8K	0.5%	19
2013 Q4	$746K	Buy	+7,690	New	+$739K	0.44%	18

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

FAS Wealth Partners's MCD Position: Q2 2026 in Review

FAS Wealth Partners reduced its McDonald's (MCD) stake by 1% in Q2 2026, selling an estimated $28.4K and leaving 9,370 shares worth $2.53M. The position accounts for 0.13% of the portfolio, ranked #130.

FAS Wealth Partners first reported a position in MCD in Q4 2013 and has held it in 51 quarters since. The position peaked at $6.02M in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

FAS Wealth Partners held 9,370 shares of McDonald's worth $2.53M as of Q2 2026.
FAS Wealth Partners sold 99 McDonald's shares in Q2 2026, an estimated $28.4K.
McDonald's made up 0.13% of FAS Wealth Partners's portfolio in Q2 2026, its #130 holding.
FAS Wealth Partners first reported a position in McDonald's in Q4 2013 and has held it in 51 quarters since.
FAS Wealth Partners's McDonald's position peaked at $6.02M in Q1 2025.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.