Financial Network Wealth Advisors’s McDonald's MCD Stock Holding History

Financial Network 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	$952K	Sell	3,522 -113	-3%	-$32.4K	0.97%	18
2026 Q1	$1.13M	Sell	3,635 -28	-0.8%	-$8.92K	1.16%	13
2025 Q4	$1.12M	Sell	3,663 -10	-0.3%	-$3.06K	1.17%	13
2025 Q3	$1.12M	Sell	3,673 -2	-0.1%	-$609	1.22%	14
2025 Q2	$1.07M	Buy	3,675 +9	+0.2%	+$2.77K	1.31%	12
2025 Q1	$1.15M	Buy	3,666 +203	+6%	+$60.7K	1.5%	11
2024 Q4	$1M	Sell	3,463 -477	-12%	-$142K	1.87%	10
2024 Q3	$1.2M	Sell	3,940 -44	-1%	-$12.1K	0.99%	18
2024 Q2	$1.02M	Buy	3,984 +60	+2%	+$15.9K	0.76%	28
2024 Q1	$1.11M	Buy	3,924 +18	+0.5%	+$5.24K	1.1%	24
2023 Q4	$1.16M	Buy	+3,906	New	+$1.06M	1.23%	20

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

Financial Network Wealth Advisors's MCD Position: Q2 2026 in Review

Financial Network Wealth Advisors reduced its McDonald's (MCD) stake by 3.1% in Q2 2026, selling an estimated $32.4K and leaving 3,522 shares worth $952K. The position accounts for 0.97% of the portfolio, ranked #18.

Financial Network Wealth Advisors first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.2M in Q3 2024. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Financial Network Wealth Advisors held 3,522 shares of McDonald's worth $952K as of Q2 2026.
Financial Network Wealth Advisors sold 113 McDonald's shares in Q2 2026, an estimated $32.4K.
McDonald's made up 0.97% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #18 holding.
Financial Network Wealth Advisors first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Financial Network Wealth Advisors's McDonald's position peaked at $1.2M in Q3 2024.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.