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Granite Bay Wealth Management’s McDonald's MCD Stock Holding History

Granite Bay 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 		$756K Buy
+2,794
New +$801K 0.07% 92
2025
Q3 		– Sell
-883
Closed -$258K – 85
2025
Q2 		$258K Sell
883
-105
-11% -$32.4K 0.08% 63
2025
Q1 		$309K Buy
988
+33
+3% +$9.87K 0.11% 55
2024
Q4 		$277K Buy
+955
New +$285K 0.1% 62
2024
Q3 		– Sell
-953
Closed -$243K – 59
2024
Q2 		$243K Buy
953
+1
+0.1% +$265 0.13% 59
2024
Q1 		$268K Buy
+952
New +$277K 0.15% 68

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 $3.38T AUM 44.17% 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

Granite Bay Wealth Management's MCD Position: Q2 2026 in Review

Granite Bay Wealth Management opened a new position in McDonald's (MCD) in Q2 2026: 2,794 shares worth $756K. The stake represents 0.07% of the portfolio and ranks #92 among its holdings. This is a return to the name: Granite Bay Wealth Management previously reported a position in MCD as recently as Q2 2025.

Granite Bay Wealth Management first reported a position in MCD in Q1 2024 and has held it in 6 quarters since. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Granite Bay Wealth Management held 2,794 shares of McDonald's worth $756K as of Q2 2026.
  • McDonald's was a new Granite Bay Wealth Management position in Q2 2026.
  • McDonald's made up 0.07% of Granite Bay Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Granite Bay Wealth Management first reported a position in McDonald's in Q1 2024 and has held it in 6 quarters since.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.