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

Focus Partners Wealth’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	$173M	Buy	639,678 +4,622	+0.7%	+$1.33M	0.18%	119
2026 Q1	$197M	Buy	635,056 +30,970	+5%	+$9.87M	0.22%	101
2025 Q4	$185M	Buy	604,086 +126,885	+27%	+$38.9M	0.21%	100
2025 Q3	$145M	Buy	477,201 +29,166	+7%	+$8.88M	0.23%	81
2025 Q2	$131M	Buy	448,035 +6,052	+1%	+$1.87M	0.28%	70
2025 Q1	$138M	Buy	441,983 +9,053	+2%	+$2.71M	0.35%	59
2024 Q4	$126M	Buy	432,930 +40,001	+10%	+$11.9M	0.33%	61
2024 Q3	$120M	Sell	392,929 -172,409	-30%	-$47.5M	0.38%	59
2024 Q2	$144M	Buy	565,338 +435,475	+335%	+$116M	0.49%	46
2024 Q1	$36.6M	Buy	129,863 +27,548	+27%	+$8.01M	0.3%	82
2023 Q4	$30.3M	Buy	+102,315	New	+$27.8M	0.4%	63

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

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

Focus Partners Wealth increased its McDonald's (MCD) stake by 0.73% in Q2 2026, buying an estimated $1.33M and bringing the position to 639,678 shares worth $173M. The position accounts for 0.18% of the portfolio, ranked #119.

Focus Partners Wealth first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $197M in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Focus Partners Wealth held 639,678 shares of McDonald's worth $173M as of Q2 2026.
Focus Partners Wealth bought 4,622 McDonald's shares in Q2 2026, an estimated $1.33M.
McDonald's made up 0.18% of Focus Partners Wealth's portfolio in Q2 2026, its #119 holding.
Focus Partners Wealth first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Focus Partners Wealth's McDonald's position peaked at $197M in Q1 2026.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.