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

Forefront Wealth Partners’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 		$218K Sell
808
-42
-5% -$12K 0.07% 171
2026
Q1 		$264K Buy
850
+107
+14% +$34.1K 0.11% 136
2025
Q4 		$227K Buy
743
+14
+2% +$4.29K 0.11% 126
2025
Q3 		$222K Sell
729
-446
-38% -$136K 0.06% 178
2025
Q2 		$342K Buy
1,175
+441
+60% +$136K 0.23% 76
2025
Q1 		$229K Buy
734
+3
+0.4% +$897 0.16% 115
2024
Q4 		$212K Buy
+731
New +$218K 0.16% 88

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Forefront Wealth Partners reduced its McDonald's (MCD) stake by 4.9% in Q2 2026, selling an estimated $12K and leaving 808 shares worth $218K. The position accounts for 0.07% of the portfolio, ranked #171.

Forefront Wealth Partners first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $342K in Q2 2025. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Forefront Wealth Partners held 808 shares of McDonald's worth $218K as of Q2 2026.
  • Forefront Wealth Partners sold 42 McDonald's shares in Q2 2026, an estimated $12K.
  • McDonald's made up 0.07% of Forefront Wealth Partners's portfolio in Q2 2026, its #171 holding.
  • Forefront Wealth Partners first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Forefront Wealth Partners's McDonald's position peaked at $342K in Q2 2025.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.