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

Fonville 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	$241K	Sell	891 -137	-13%	-$39.3K	0.04%	136
2026 Q1	$320K	Buy	1,028 +114	+12%	+$36.3K	0.06%	102
2025 Q4	$279K	Buy	914 +30	+3%	+$9.19K	0.06%	108
2025 Q3	$269K	Buy	+884	New	+$269K	0.06%	111
2025 Q2	–	Sell	-707	Closed	-$223K	–	125
2025 Q1	$223K	Hold	707	–	–	0.07%	112
2024 Q4	$205K	Buy	707 +1	+0.1%	+$298	0.07%	106
2024 Q3	$215K	Buy	+706	New	+$195K	0.07%	112
2024 Q1	–	Sell	-682	Closed	-$202K	–	97
2023 Q4	$202K	Buy	+682	New	+$186K	0.11%	85

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

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

Fonville Wealth Management reduced its McDonald's (MCD) stake by 13% in Q2 2026, selling an estimated $39.3K and leaving 891 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #136.

Fonville Wealth Management first reported a position in MCD in Q4 2023 and has held it in 8 quarters since. The position peaked at $320K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Fonville Wealth Management held 891 shares of McDonald's worth $241K as of Q2 2026.
Fonville Wealth Management sold 137 McDonald's shares in Q2 2026, an estimated $39.3K.
McDonald's made up 0.04% of Fonville Wealth Management's portfolio in Q2 2026, its #136 holding.
Fonville Wealth Management first reported a position in McDonald's in Q4 2023 and has held it in 8 quarters since.
Fonville Wealth Management's McDonald's position peaked at $320K in Q1 2026.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.