Global Wealth Strategies & Associates’s McDonald's MCD Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-167	Closed	-$52K	–	297
2026 Q1	$52K	Sell	167 -8	-5%	-$2.55K	0.01%	166
2025 Q4	$53.5K	Sell	175 -24	-12%	-$7.35K	0.01%	148
2025 Q3	$60.5K	Sell	199 -34	-15%	-$10.3K	0.02%	134
2025 Q2	$67.9K	Buy	233 +58	+33%	+$17.9K	0.02%	97
2025 Q1	$54.8K	Sell	175 -30	-15%	-$8.97K	0.02%	109
2024 Q4	$59.5K	Hold	205	–	–	0.02%	98
2024 Q3	$62.4K	Buy	205 +9	+5%	+$2.48K	0.02%	85
2024 Q2	$49.9K	Hold	196	–	–	0.02%	86
2024 Q1	$55.2K	Hold	196	–	–	0.02%	86
2023 Q4	$58K	Buy	196 +1	+0.5%	+$272	0.02%	80
2023 Q3	$51.5K	Buy	195 +35	+22%	+$9.98K	0.02%	77
2023 Q2	$47.8K	Hold	160	–	–	0.02%	80
2023 Q1	$44.8K	Buy	160 +26	+19%	+$6.97K	0.02%	78
2022 Q4	$35.3K	Buy	+134	New	+$35.4K	0.02%	87

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

Global Wealth Strategies & Associates's MCD Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of McDonald's (MCD) in Q2 2026, closing a stake of 167 shares — an estimated $52K sold.

Global Wealth Strategies & Associates first reported a position in MCD in Q4 2022 and held it in 14 quarters. The position peaked at $67.9K in Q2 2025. 3,442 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 167 McDonald's shares in Q2 2026, an estimated $52K.
Global Wealth Strategies & Associates first reported a position in McDonald's in Q4 2022 and held it in 14 quarters.
Global Wealth Strategies & Associates's McDonald's position peaked at $67.9K in Q2 2025.
3,442 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.