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Gerber Kawasaki Wealth & Investment Management’s McDonald's MCD Stock Holding History

Gerber Kawasaki Wealth & 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 		$457K Buy
1,689
+84
+5% +$24.1K 0.01% 243
2026
Q1 		$499K Sell
1,605
-73
-4% -$23.3K 0.02% 218
2025
Q4 		$513K Buy
1,678
+52
+3% +$15.9K 0.02% 216
2025
Q3 		$494K Buy
1,626
+397
+32% +$121K 0.02% 214
2025
Q2 		$359K Buy
1,229
+360
+41% +$111K 0.01% 238
2025
Q1 		$272K Sell
869
-27
-3% -$8.08K 0.01% 260
2024
Q4 		$260K Sell
896
-69
-7% -$20.6K 0.01% 247
2024
Q3 		$294K Sell
965
-166
-15% -$45.8K 0.01% 239
2024
Q2 		$288K Buy
1,131
+7
+0.6% +$1.86K 0.01% 231
2024
Q1 		$317K Buy
1,124
+194
+21% +$56.4K 0.02% 216
2023
Q4 		$276K Sell
930
-55
-6% -$15K 0.02% 213
2023
Q3 		$259K Buy
985
+301
+44% +$85.8K 0.02% 213
2023
Q2 		$204K Buy
+684
New +$199K 0.01% 242
2022
Q1 		– Sell
-888
Closed -$238K – 271
2021
Q4 		$238K Buy
888
+878
+8,780% +$222K 0.02% 243
2021
Q3 		$10K Buy
+10
New +$2.39K ﹤0.01% 636
2017
Q3 		– Sell
-1,344
Closed -$209K – 119
2017
Q2 		$209K Buy
+1,344
New +$194K 0.08% 109

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's MCD Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its McDonald's (MCD) stake by 5.2% in Q2 2026, buying an estimated $24.1K and bringing the position to 1,689 shares worth $457K. The position accounts for 0.01% of the portfolio, ranked #243.

Gerber Kawasaki Wealth & Investment Management first reported a position in MCD in Q2 2017 and has held it in 16 quarters since. The position peaked at $513K in Q4 2025. 2,779 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 1,689 shares of McDonald's worth $457K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 84 McDonald's shares in Q2 2026, an estimated $24.1K.
  • McDonald's made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #243 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in McDonald's in Q2 2017 and has held it in 16 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's McDonald's position peaked at $513K in Q4 2025.
  • 2,779 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.