Gen-Wealth Partners’s McDonald's MCD Stock Holding History

Gen-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	$2.02M	Sell	7,474 -117	-2%	-$33.5K	0.56%	48
2026 Q1	$2.36M	Sell	7,591 -19	-0.2%	-$6.05K	0.74%	35
2025 Q4	$2.33M	Sell	7,610 -291	-4%	-$89.1K	0.75%	32
2025 Q3	$2.4M	Buy	7,901 +392	+5%	+$119K	0.81%	23
2025 Q2	$2.19M	Sell	7,509 -260	-3%	-$80.2K	0.85%	23
2025 Q1	$2.43M	Buy	7,769 +86	+1%	+$25.7K	1.01%	15
2024 Q4	$2.23M	Buy	7,683 +118	+2%	+$35.2K	0.96%	15
2024 Q3	$2.21M	Buy	7,565 +428	+6%	+$118K	0.96%	16
2024 Q2	$1.82M	Buy	7,137 +595	+9%	+$158K	0.88%	23
2024 Q1	$1.84M	Buy	+6,542	New	+$1.9M	0.91%	21

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Gen-Wealth Partners's MCD Position: Q2 2026 in Review

Gen-Wealth Partners reduced its McDonald's (MCD) stake by 1.5% in Q2 2026, selling an estimated $33.5K and leaving 7,474 shares worth $2.02M. The position accounts for 0.56% of the portfolio, ranked #48.

Gen-Wealth Partners first reported a position in MCD in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.43M in Q1 2025. 2,372 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Gen-Wealth Partners held 7,474 shares of McDonald's worth $2.02M as of Q2 2026.
Gen-Wealth Partners sold 117 McDonald's shares in Q2 2026, an estimated $33.5K.
McDonald's made up 0.56% of Gen-Wealth Partners's portfolio in Q2 2026, its #48 holding.
Gen-Wealth Partners first reported a position in McDonald's in Q1 2024 and has held it in 10 quarters since.
Gen-Wealth Partners's McDonald's position peaked at $2.43M in Q1 2025.
2,372 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.