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Garrett Wealth Advisory Group’s McDonald's MCD Stock Holding History

Garrett Wealth Advisory Group’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 		$271K Sell
1,001
-71
-7% -$20.4K 0.04% 122
2026
Q1 		$333K Buy
+1,072
New +$342K 0.06% 99
2019
Q4 		– Sell
-139
Closed -$29.8K – 402
2019
Q3 		$29.8K Buy
+139
New +$29.8K 0.02% 170

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

Garrett Wealth Advisory Group's MCD Position: Q2 2026 in Review

Garrett Wealth Advisory Group reduced its McDonald's (MCD) stake by 6.6% in Q2 2026, selling an estimated $20.4K and leaving 1,001 shares worth $271K. The position accounts for 0.04% of the portfolio, ranked #122.

Garrett Wealth Advisory Group first reported a position in MCD in Q3 2019 and has held it in 3 quarters since. The position peaked at $333K in Q1 2026. 3,459 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Garrett Wealth Advisory Group held 1,001 shares of McDonald's worth $271K as of Q2 2026.
  • Garrett Wealth Advisory Group sold 71 McDonald's shares in Q2 2026, an estimated $20.4K.
  • McDonald's made up 0.04% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #122 holding.
  • Garrett Wealth Advisory Group first reported a position in McDonald's in Q3 2019 and has held it in 3 quarters since.
  • Garrett Wealth Advisory Group's McDonald's position peaked at $333K in Q1 2026.
  • 3,459 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.