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Global Wealth Management Investment Advisory’s McDonald's MCD Stock Holding History

Global Wealth Management Investment Advisory’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 		$5.51M Buy
20,395
+5,324
+35% +$1.53M 0.78% 41
2026
Q1 		$4.68M Sell
15,071
-499
-3% -$159K 0.73% 49
2025
Q4 		$4.76M Buy
15,570
+1,555
+11% +$476K 0.76% 48
2025
Q3 		$4.26M Buy
14,015
+900
+7% +$274K 0.71% 51
2025
Q2 		$3.83M Sell
13,115
-280
-2% -$86.3K 0.72% 52
2025
Q1 		$4.18M Buy
13,395
+157
+1% +$47K 0.84% 44
2024
Q4 		$3.84M Buy
13,238
+438
+3% +$131K 0.79% 43
2024
Q3 		$3.9M Buy
12,800
+3,546
+38% +$977K 0.84% 40
2024
Q2 		$2.36M Buy
9,254
+937
+11% +$249K 0.55% 59
2024
Q1 		$2.35M Buy
8,317
+218
+3% +$63.4K 0.57% 59
2023
Q4 		$2.4M Buy
8,099
+7,832
+2,933% +$2.13M 0.62% 54
2023
Q3 		$70.3K Sell
267
-16
-6% -$4.56K 0.02% 174
2023
Q2 		$84.5K Buy
+283
New +$82.2K 0.02% 169
2022
Q3 		– Sell
-382
Closed -$94K – 332
2022
Q2 		$94K Buy
382
+15
+4% +$3.69K 0.03% 155
2022
Q1 		$91K Hold
367
– – 0.03% 165
2021
Q4 		$98K Hold
367
– – 0.03% 163
2021
Q3 		$88K Buy
367
+100
+37% +$23.9K 0.03% 175
2021
Q2 		$62K Hold
267
– – 0.02% 188
2021
Q1 		$60K Sell
267
-10
-4% -$2.14K 0.02% 188
2020
Q4 		$59K Buy
277
+60
+28% +$13K 0.02% 177
2020
Q3 		$48K Hold
217
– – 0.02% 181
2020
Q2 		$40K Hold
217
– – 0.02% 212
2020
Q1 		$36K Buy
217
+7
+3% +$1.38K 0.02% 189
2019
Q4 		$41K Sell
210
-24
-10% -$4.76K 0.02% 199
2019
Q3 		$50K Buy
234
+186
+388% +$39.9K 0.02% 165
2019
Q2 		$10K Sell
48
-168
-78% -$33.3K ﹤0.01% 367
2019
Q1 		$41K Sell
216
-302
-58% -$54.8K 0.02% 224
2018
Q4 		$92K Buy
+518
New +$91.9K 0.05% 184

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

Global Wealth Management Investment Advisory's MCD Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its McDonald's (MCD) stake by 35% in Q2 2026, buying an estimated $1.53M and bringing the position to 20,395 shares worth $5.51M. The position accounts for 0.78% of the portfolio, ranked #41.

Global Wealth Management Investment Advisory first reported a position in MCD in Q4 2018 and has held it in 28 quarters since. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Global Wealth Management Investment Advisory held 20,395 shares of McDonald's worth $5.51M as of Q2 2026.
  • Global Wealth Management Investment Advisory bought 5,324 McDonald's shares in Q2 2026, an estimated $1.53M.
  • McDonald's made up 0.78% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #41 holding.
  • Global Wealth Management Investment Advisory first reported a position in McDonald's in Q4 2018 and has held it in 28 quarters since.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.