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Fiscal Wisdom Wealth Management’s McDonald's MCD Stock Holding History

Fiscal Wisdom Wealth Management’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 		$607K Buy
2,247
+157
+8% +$45K 0.52% 40
2026
Q1 		$650K Sell
2,090
-5
-0.2% -$1.59K 0.62% 32
2025
Q4 		$640K Sell
2,095
-81
-4% -$24.8K 0.6% 28
2025
Q3 		$675K Buy
+2,176
New +$662K 0.64% 27

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

Fiscal Wisdom Wealth Management's MCD Position: Q2 2026 in Review

Fiscal Wisdom Wealth Management increased its McDonald's (MCD) stake by 7.5% in Q2 2026, buying an estimated $45K and bringing the position to 2,247 shares worth $607K. The position accounts for 0.52% of the portfolio, ranked #40.

Fiscal Wisdom Wealth Management first reported a position in MCD in Q3 2025 and has held it in 4 quarters since. The position peaked at $675K in Q3 2025. 3,454 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Fiscal Wisdom Wealth Management held 2,247 shares of McDonald's worth $607K as of Q2 2026.
  • Fiscal Wisdom Wealth Management bought 157 McDonald's shares in Q2 2026, an estimated $45K.
  • McDonald's made up 0.52% of Fiscal Wisdom Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Fiscal Wisdom Wealth Management first reported a position in McDonald's in Q3 2025 and has held it in 4 quarters since.
  • Fiscal Wisdom Wealth Management's McDonald's position peaked at $675K in Q3 2025.
  • 3,454 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Fiscal Wisdom Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.