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

Forza 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	$993K	Hold	3,672	–	–	0.3%	72
2026 Q1	$1.14M	Hold	3,672	–	–	0.4%	59
2025 Q4	$1.12M	Buy	3,672 +39	+1%	+$11.9K	0.41%	60
2025 Q3	$1.1M	Hold	3,633	–	–	0.42%	55
2025 Q2	$1.06M	Hold	3,633	–	–	0.44%	55
2025 Q1	$1.13M	Hold	3,633	–	–	0.51%	48
2024 Q4	$1.05M	Hold	3,633	–	–	0.48%	53
2024 Q3	$1.11M	Buy	3,633 +111	+3%	+$30.6K	0.51%	53
2024 Q2	$898K	Hold	3,522	–	–	0.46%	58
2024 Q1	$993K	Hold	3,522	–	–	0.52%	57
2023 Q4	$1.04M	Hold	3,522	–	–	0.58%	55
2023 Q3	$928K	Buy	3,522 +200	+6%	+$57K	0.48%	67
2023 Q2	$991K	Sell	3,322 -200	-6%	-$58.1K	0.5%	69
2023 Q1	$985K	Buy	3,522 +319	+10%	+$85.5K	0.51%	67
2022 Q4	$844K	Buy	+3,203	New	+$845K	0.56%	52

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

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

Forza Wealth Management held its McDonald's (MCD) position steady in Q2 2026 at 3,672 shares worth $993K. The position accounts for 0.3% of the portfolio, ranked #72.

Forza Wealth Management first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.14M in Q1 2026. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Forza Wealth Management held 3,672 shares of McDonald's worth $993K as of Q2 2026.
Forza Wealth Management left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.3% of Forza Wealth Management's portfolio in Q2 2026, its #72 holding.
Forza Wealth Management first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's McDonald's position peaked at $1.14M in Q1 2026.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.