Shah Wealth Advisors, LLC’s McDonald's MCD Stock Holding History

Shah Wealth Advisors, LLC’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	$398K	Buy	+1,471	New	+$422K	0.09%	59

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Shah Wealth Advisors, LLC's MCD Position: Q2 2026 in Review

Shah Wealth Advisors, LLC opened a new position in McDonald's (MCD) in Q2 2026: 1,471 shares worth $398K. The stake represents 0.09% of the portfolio and ranks #59 among its holdings.

2,427 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Shah Wealth Advisors, LLC held 1,471 shares of McDonald's worth $398K as of Q2 2026.
McDonald's was a new Shah Wealth Advisors, LLC position in Q2 2026.
McDonald's made up 0.09% of Shah Wealth Advisors, LLC's portfolio in Q2 2026, its #59 holding.
2,427 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Shah Wealth Advisors, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.