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Goldstein Advisors’s McDonald's MCD Stock Holding History

Goldstein Advisors’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 		$542K Buy
2,004
+55
+3% +$15.8K 0.05% 127
2026
Q1 		$606K Buy
1,949
+1
+0.1% +$319 0.07% 91
2025
Q4 		$595K Buy
1,948
+1
+0.1% +$306 0.07% 93
2025
Q3 		$592K Sell
1,947
-6
-0.3% -$1.83K 0.07% 95
2025
Q2 		$571K Buy
1,953
+112
+6% +$34.5K 0.08% 85
2025
Q1 		$575K Sell
1,841
-5
-0.3% -$1.5K 0.08% 83
2024
Q4 		$535K Buy
1,846
+13
+0.7% +$3.88K 0.08% 87
2024
Q3 		$558K Buy
1,833
+15
+0.8% +$4.13K 0.08% 82
2024
Q2 		$463K Buy
1,818
+32
+2% +$8.49K 0.08% 82
2024
Q1 		$504K Sell
1,786
-1
-0.1% -$291 0.09% 80
2023
Q4 		$530K Sell
1,787
-70
-4% -$19.1K 0.09% 99
2023
Q3 		$489K Buy
1,857
+100
+6% +$28.5K 0.1% 73
2023
Q2 		$524K Hold
1,757
– – 0.11% 72
2023
Q1 		$491K Buy
1,757
+15
+0.9% +$4.02K 0.11% 74
2022
Q4 		$459K Buy
+1,742
New +$460K 0.11% 79

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

Goldstein Advisors's MCD Position: Q2 2026 in Review

Goldstein Advisors increased its McDonald's (MCD) stake by 2.8% in Q2 2026, buying an estimated $15.8K and bringing the position to 2,004 shares worth $542K. The position accounts for 0.05% of the portfolio, ranked #127.

Goldstein Advisors first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $606K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Goldstein Advisors held 2,004 shares of McDonald's worth $542K as of Q2 2026.
  • Goldstein Advisors bought 55 McDonald's shares in Q2 2026, an estimated $15.8K.
  • McDonald's made up 0.05% of Goldstein Advisors's portfolio in Q2 2026, its #127 holding.
  • Goldstein Advisors first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
  • Goldstein Advisors's McDonald's position peaked at $606K in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.