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

Foguth 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	$1.96M	Buy	7,342 +42	+0.6%	+$12K	0.22%	63
2026 Q1	$2.04M	Sell	7,300 -1,527	-17%	-$486K	0.24%	63
2025 Q4	$2.68M	Buy	+8,827	New	+$2.7M	0.41%	59
2025 Q2	$1.59M	Buy	5,430 +37	+0.7%	+$11.4K	0.34%	53
2025 Q1	$1.68M	Sell	5,393 -315	-6%	-$94.2K	0.41%	46
2024 Q4	$1.63M	Sell	5,708 -1,089	-16%	-$325K	0.43%	53
2024 Q3	$2.05M	Sell	6,797 -653	-9%	-$180K	0.75%	35
2024 Q2	$1.9M	Buy	7,450 +1,179	+19%	+$313K	0.84%	29
2024 Q1	$1.77M	Buy	+6,271	New	+$1.82M	0.95%	29

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

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

Foguth Wealth Management increased its McDonald's (MCD) stake by 0.58% in Q2 2026, buying an estimated $12K and bringing the position to 7,342 shares worth $1.96M. The position accounts for 0.22% of the portfolio, ranked #63.

Foguth Wealth Management first reported a position in MCD in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.68M in Q4 2025. 3,475 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Foguth Wealth Management held 7,342 shares of McDonald's worth $1.96M as of Q2 2026.
Foguth Wealth Management bought 42 McDonald's shares in Q2 2026, an estimated $12K.
McDonald's made up 0.22% of Foguth Wealth Management's portfolio in Q2 2026, its #63 holding.
Foguth Wealth Management first reported a position in McDonald's in Q1 2024 and has held it in 9 quarters since.
Foguth Wealth Management's McDonald's position peaked at $2.68M in Q4 2025.
3,475 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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