Gentry Private Wealth’s McDonald's MCD Stock Holding History

Gentry Private Wealth’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	$431K	Buy	1,595 +25	+2%	+$7.17K	0.22%	61
2026 Q1	$488K	Sell	1,570 -128	-8%	-$40.8K	0.29%	52
2025 Q4	$519K	Sell	1,698 -242	-12%	-$74.1K	0.33%	43
2025 Q3	$590K	Buy	1,940 +22	+1%	+$6.7K	0.41%	38
2025 Q2	$560K	Buy	1,918 +14	+0.7%	+$4.32K	0.43%	37
2025 Q1	$595K	Buy	+1,904	New	+$569K	0.49%	32
2024 Q4	–	Sell	-1,585	Closed	-$483K	–	59
2024 Q3	$483K	Sell	1,585 -15	-0.9%	-$4.13K	0.39%	42
2024 Q2	$408K	Buy	+1,600	New	+$424K	0.36%	45

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

Gentry Private Wealth's MCD Position: Q2 2026 in Review

Gentry Private Wealth increased its McDonald's (MCD) stake by 1.6% in Q2 2026, buying an estimated $7.17K and bringing the position to 1,595 shares worth $431K. The position accounts for 0.22% of the portfolio, ranked #61.

Gentry Private Wealth first reported a position in MCD in Q2 2024 and has held it in 8 quarters since. The position peaked at $595K in Q1 2025. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Gentry Private Wealth held 1,595 shares of McDonald's worth $431K as of Q2 2026.
Gentry Private Wealth bought 25 McDonald's shares in Q2 2026, an estimated $7.17K.
McDonald's made up 0.22% of Gentry Private Wealth's portfolio in Q2 2026, its #61 holding.
Gentry Private Wealth first reported a position in McDonald's in Q2 2024 and has held it in 8 quarters since.
Gentry Private Wealth's McDonald's position peaked at $595K in Q1 2025.
3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Gentry Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.