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Golden State Wealth Management’s McDonald's MCD Stock Holding History

Golden State Wealth 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 		$676K Sell
2,501
-37
-1% -$10.6K 0.06% 240
2026
Q1 		$789K Sell
2,538
-285
-10% -$90.8K 0.09% 189
2025
Q4 		$863K Buy
2,823
+49
+2% +$15K 0.09% 172
2025
Q3 		$843K Buy
2,774
+9
+0.3% +$2.74K 0.09% 170
2025
Q2 		$808K Buy
2,765
+14
+0.5% +$4.32K 0.1% 164
2025
Q1 		$859K Buy
2,751
+289
+12% +$86.4K 0.13% 140
2024
Q4 		$714K Buy
+2,462
New +$734K 0.11% 154
2022
Q1 		$642K Sell
2,598
-556
-18% -$139K 0.13% 149
2021
Q4 		$845K Buy
3,154
+477
+18% +$120K 0.15% 147
2021
Q3 		$646K Sell
2,677
-158
-6% -$37.7K 0.14% 139
2021
Q2 		$655K Buy
2,835
+183
+7% +$42.6K 0.14% 134
2021
Q1 		$594K Sell
2,652
-621
-19% -$133K 0.2% 87
2020
Q4 		$702K Buy
3,273
+496
+18% +$108K 0.2% 97
2020
Q3 		$609K Sell
2,777
-745
-21% -$153K 0.2% 80
2020
Q2 		$650K Buy
3,522
+1,257
+55% +$230K 0.21% 82
2020
Q1 		$374K Buy
2,265
+1,175
+108% +$232K 0.16% 94
2019
Q4 		$215K Sell
1,090
-954
-47% -$189K 0.04% 53
2019
Q3 		$439K Buy
2,044
+469
+30% +$101K 0.14% 117
2019
Q2 		$327K Buy
1,575
+71
+5% +$14.1K 0.1% 158
2019
Q1 		$286K Buy
+1,504
New +$273K 0.1% 175

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

Golden State Wealth Management's MCD Position: Q2 2026 in Review

Golden State Wealth Management reduced its McDonald's (MCD) stake by 1.5% in Q2 2026, selling an estimated $10.6K and leaving 2,501 shares worth $676K. The position accounts for 0.06% of the portfolio, ranked #240.

Golden State Wealth Management first reported a position in MCD in Q1 2019 and has held it in 20 quarters since. The position peaked at $863K in Q4 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Golden State Wealth Management held 2,501 shares of McDonald's worth $676K as of Q2 2026.
  • Golden State Wealth Management sold 37 McDonald's shares in Q2 2026, an estimated $10.6K.
  • McDonald's made up 0.06% of Golden State Wealth Management's portfolio in Q2 2026, its #240 holding.
  • Golden State Wealth Management first reported a position in McDonald's in Q1 2019 and has held it in 20 quarters since.
  • Golden State Wealth Management's McDonald's position peaked at $863K in Q4 2025.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.