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FSB Premier Wealth Management’s McDonald's MCD Stock Holding History

FSB Premier 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 		$633K Sell
2,343
-58
-2% -$16.6K 0.18% 133
2026
Q1 		$746K Sell
2,401
-24
-1% -$7.65K 0.23% 105
2025
Q4 		$741K Buy
2,425
+56
+2% +$17.2K 0.24% 102
2025
Q3 		$720K Sell
2,369
-82
-3% -$25K 0.24% 102
2025
Q2 		$716K Sell
2,451
-335
-12% -$103K 0.26% 103
2025
Q1 		$870K Buy
2,786
+267
+11% +$79.9K 0.34% 85
2024
Q4 		$730K Sell
2,519
-5
-0.2% -$1.49K 0.29% 88
2024
Q3 		$769K Sell
2,524
-42
-2% -$11.6K 0.32% 86
2024
Q2 		$654K Sell
2,566
-101
-4% -$26.8K 0.3% 80
2024
Q1 		$752K Sell
2,667
-18
-0.7% -$5.24K 0.35% 67
2023
Q4 		$796K Hold
2,685
– – 0.4% 57
2023
Q3 		$707K Hold
2,685
– – 0.39% 56
2023
Q2 		$801K Sell
2,685
-10
-0.4% -$2.9K 0.43% 49
2023
Q1 		$753K Sell
2,695
-48
-2% -$12.9K 0.42% 50
2022
Q4 		$723K Sell
2,743
-153
-5% -$40.4K 0.4% 55
2022
Q3 		$668K Sell
2,896
-213
-7% -$54.4K 0.39% 53
2022
Q2 		$767K Buy
3,109
+6
+0.2% +$1.48K 0.43% 54
2022
Q1 		$788K Sell
3,103
-112
-3% -$27.9K 0.4% 56
2021
Q4 		$861K Sell
3,215
-357
-10% -$90.1K 0.36% 48
2021
Q3 		$861K Buy
3,572
+1,268
+55% +$303K 0.43% 43
2021
Q2 		$532K Buy
2,304
+294
+15% +$68.4K 0.27% 63
2021
Q1 		$450K Sell
2,010
-13
-0.6% -$2.78K 0.24% 72
2020
Q4 		$434K Buy
+2,023
New +$440K 0.23% 73

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 $3.37T AUM 44.26% 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

FSB Premier Wealth Management's MCD Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its McDonald's (MCD) stake by 2.4% in Q2 2026, selling an estimated $16.6K and leaving 2,343 shares worth $633K. The position accounts for 0.18% of the portfolio, ranked #133.

FSB Premier Wealth Management first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $870K in Q1 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • FSB Premier Wealth Management held 2,343 shares of McDonald's worth $633K as of Q2 2026.
  • FSB Premier Wealth Management sold 58 McDonald's shares in Q2 2026, an estimated $16.6K.
  • McDonald's made up 0.18% of FSB Premier Wealth Management's portfolio in Q2 2026, its #133 holding.
  • FSB Premier Wealth Management first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • FSB Premier Wealth Management's McDonald's position peaked at $870K in Q1 2025.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.