GM
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GeoWealth Management’s McDonald's MCD Stock Holding History

GeoWealth 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 		$876K Sell
3,239
-69
-2% -$19.8K 0.03% 353
2026
Q1 		$1.03M Sell
3,308
-103
-3% -$32.8K 0.04% 277
2025
Q4 		$1.04M Buy
3,411
+91
+3% +$27.9K 0.04% 263
2025
Q3 		$1.01M Buy
3,320
+218
+7% +$66.3K 0.04% 296
2025
Q2 		$906K Sell
3,102
-60
-2% -$18.5K 0.04% 279
2025
Q1 		$988K Sell
3,162
-1,640
-34% -$491K 0.04% 268
2024
Q4 		$1.39M Sell
4,802
-483
-9% -$144K 0.05% 235
2024
Q3 		$1.61M Sell
5,285
-244
-4% -$67.3K 0.06% 213
2024
Q2 		$1.41M Buy
5,529
+281
+5% +$74.5K 0.06% 211
2024
Q1 		$1.48M Buy
5,248
+978
+23% +$284K 0.06% 226
2023
Q4 		$1.27M Buy
4,270
+3,411
+397% +$928K 0.1% 185
2023
Q3 		$226K Sell
859
-34
-4% -$9.7K 0.03% 272
2023
Q2 		$266K Sell
893
-94
-10% -$27.3K 0.03% 222
2023
Q1 		$276K Buy
987
+2
+0.2% +$536 0.03% 182
2022
Q4 		$260K Sell
985
-22
-2% -$5.8K 0.03% 214
2022
Q3 		$233K Sell
1,007
-342
-25% -$87.4K 0.03% 223
2022
Q2 		$333K Sell
1,349
-188
-12% -$46.3K 0.04% 199
2022
Q1 		$380K Sell
1,537
-526
-25% -$131K 0.03% 235
2021
Q4 		$553K Buy
2,063
+12
+0.6% +$3.03K 0.05% 198
2021
Q3 		$495K Sell
2,051
-28
-1% -$6.68K 0.04% 217
2021
Q2 		$481K Buy
2,079
+307
+17% +$71.4K 0.06% 152
2021
Q1 		$398K Sell
1,772
-53
-3% -$11.3K 0.06% 141
2020
Q4 		$403K Sell
1,825
-88
-5% -$19.1K 0.06% 155
2020
Q3 		$425K Buy
1,913
+323
+20% +$66.3K 0.13% 103
2020
Q2 		$294K Buy
+1,590
New +$292K 0.12% 120
2019
Q4 		– Sell
-1,374
Closed -$295K – 158
2019
Q3 		$295K Buy
+1,374
New +$295K 0.07% 152

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

GeoWealth Management's MCD Position: Q2 2026 in Review

GeoWealth Management reduced its McDonald's (MCD) stake by 2.1% in Q2 2026, selling an estimated $19.8K and leaving 3,239 shares worth $876K. The position accounts for 0.03% of the portfolio, ranked #353.

GeoWealth Management first reported a position in MCD in Q3 2019 and has held it in 26 quarters since. The position peaked at $1.61M in Q3 2024. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • GeoWealth Management held 3,239 shares of McDonald's worth $876K as of Q2 2026.
  • GeoWealth Management sold 69 McDonald's shares in Q2 2026, an estimated $19.8K.
  • McDonald's made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #353 holding.
  • GeoWealth Management first reported a position in McDonald's in Q3 2019 and has held it in 26 quarters since.
  • GeoWealth Management's McDonald's position peaked at $1.61M in Q3 2024.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.