Focused Wealth Management’s McDonald's MCD Stock Holding History

Focused 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
2025 Q3	–	Sell	-800	Closed	-$234K	–	224
2025 Q2	$234K	Buy	+800	New	+$247K	0.03%	158

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 $3.38T AUM 44.17% 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

Focused Wealth Management's MCD Position: Q2 2026 in Review

Focused Wealth Management increased its McDonald's (MCD) stake by 34% in Q2 2026, buying an estimated $96.1K and bringing the position to 1,320 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #165.

Focused Wealth Management first reported a position in MCD in Q3 2013 and has held it in 48 quarters since. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Focused Wealth Management held 1,320 shares of McDonald's worth $357K as of Q2 2026.
Focused Wealth Management bought 335 McDonald's shares in Q2 2026, an estimated $96.1K.
McDonald's made up 0.03% of Focused Wealth Management's portfolio in Q2 2026, its #165 holding.
Focused Wealth Management first reported a position in McDonald's in Q3 2013 and has held it in 48 quarters since.
3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.