FWL Investment Management’s McDonald's MCD Stock Holding History

FWL Investment 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	$2.16K	Buy	+8	New	+$2.29K	﹤0.01%	403
2026 Q1	–	Sell	-60	Closed	-$18.3K	–	387
2025 Q4	$18.3K	Buy	60 +30	+100%	+$9.19K	﹤0.01%	224
2025 Q3	$9.12K	Buy	+30	New	+$9.13K	﹤0.01%	262
2025 Q1	–	Sell	-6,173	Closed	-$1.79M	–	314
2024 Q4	$1.79M	Buy	6,173 +52	+0.8%	+$15.5K	0.65%	36
2024 Q3	$1.86M	Buy	6,121 +5,876	+2,398%	+$1.62M	0.71%	33
2024 Q2	$62.4K	Buy	+245	New	+$65K	0.03%	91
2024 Q1	–	Sell	-35	Closed	-$10.4K	–	247
2023 Q4	$10.4K	Buy	+35	New	+$9.53K	0.01%	158
2023 Q1	–	Sell	-342	Closed	-$90.1K	–	145
2022 Q4	$90.1K	Buy	+342	New	+$90.2K	0.07%	74

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

FWL Investment Management's MCD Position: Q2 2026 in Review

FWL Investment Management opened a new position in McDonald's (MCD) in Q2 2026: 8 shares worth $2.16K. The stake represents ﹤0.01% of the portfolio and ranks #403 among its holdings. This is a return to the name: FWL Investment Management previously reported a position in MCD as recently as Q4 2025.

FWL Investment Management first reported a position in MCD in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.86M in Q3 2024. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

FWL Investment Management held 8 shares of McDonald's worth $2.16K as of Q2 2026.
McDonald's was a new FWL Investment Management position in Q2 2026.
McDonald's made up ﹤0.01% of FWL Investment Management's portfolio in Q2 2026, its #403 holding.
FWL Investment Management first reported a position in McDonald's in Q4 2022 and has held it in 8 quarters since.
FWL Investment Management's McDonald's position peaked at $1.86M in Q3 2024.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.