Grant Private Wealth Management’s McDonald's MCD Stock Holding History

Grant Private 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	$778K	Buy	2,877 +496	+21%	+$142K	0.33%	61
2026 Q1	$740K	Buy	2,381 +469	+25%	+$149K	0.39%	56
2025 Q4	$584K	Buy	1,912 +292	+18%	+$89.4K	0.35%	61
2025 Q3	$492K	Buy	+1,620	New	+$493K	0.3%	70
2025 Q2	–	Sell	-1,748	Closed	-$546K	–	111
2025 Q1	$546K	Buy	1,748 +18	+1%	+$5.38K	0.59%	47
2024 Q4	$502K	Buy	+1,730	New	+$516K	0.54%	46

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

Grant Private Wealth Management's MCD Position: Q2 2026 in Review

Grant Private Wealth Management increased its McDonald's (MCD) stake by 21% in Q2 2026, buying an estimated $142K and bringing the position to 2,877 shares worth $778K. The position accounts for 0.33% of the portfolio, ranked #61.

Grant Private Wealth Management first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Grant Private Wealth Management held 2,877 shares of McDonald's worth $778K as of Q2 2026.
Grant Private Wealth Management bought 496 McDonald's shares in Q2 2026, an estimated $142K.
McDonald's made up 0.33% of Grant Private Wealth Management's portfolio in Q2 2026, its #61 holding.
Grant Private Wealth Management first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.