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HB Wealth Management’s McDonald's MCD Stock Holding History

HB 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 		$22.3M Sell
82,678
-4,297
-5% -$1.23M 0.13% 96
2026
Q1 		$27M Buy
86,975
+162
+0.2% +$51.6K 0.18% 74
2025
Q4 		$26.5M Buy
86,813
+202
+0.2% +$61.9K 0.17% 72
2025
Q3 		$26.3M Buy
86,611
+5,271
+6% +$1.6M 0.18% 71
2025
Q2 		$23.8M Sell
81,340
-4,112
-5% -$1.27M 0.19% 68
2025
Q1 		$26.7M Buy
85,452
+22,500
+36% +$6.73M 0.22% 64
2024
Q4 		$18.2M Buy
62,952
+3,795
+6% +$1.13M 0.19% 57
2024
Q3 		$18M Buy
59,157
+101
+0.2% +$27.8K 0.19% 56
2024
Q2 		$15.1M Buy
59,056
+1,955
+3% +$519K 0.18% 64
2024
Q1 		$16.1M Buy
57,101
+1,024
+2% +$298K 0.2% 57
2023
Q4 		$16.6M Sell
56,077
-1,503
-3% -$409K 0.24% 47
2023
Q3 		$15.2M Buy
57,580
+1,438
+3% +$410K 0.24% 49
2023
Q2 		$16.8M Buy
56,142
+1,399
+3% +$406K 0.27% 42
2023
Q1 		$15.3M Sell
54,743
-1,440
-3% -$386K 0.27% 39
2022
Q4 		$14.8M Buy
56,183
+2,219
+4% +$585K 0.27% 46
2022
Q3 		$12.5M Buy
53,964
+8,475
+19% +$2.17M 0.26% 42
2022
Q2 		$11.2M Buy
45,489
+12,919
+40% +$3.18M 0.23% 43
2022
Q1 		$8.05M Buy
32,570
+6,902
+27% +$1.72M 0.15% 68
2021
Q4 		$6.88M Buy
+25,668
New +$6.48M 0.14% 64

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

HB Wealth Management's MCD Position: Q2 2026 in Review

HB Wealth Management reduced its McDonald's (MCD) stake by 4.9% in Q2 2026, selling an estimated $1.23M and leaving 82,678 shares worth $22.3M. The position accounts for 0.13% of the portfolio, ranked #96.

HB Wealth Management first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $27M in Q1 2026. 3,442 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • HB Wealth Management held 82,678 shares of McDonald's worth $22.3M as of Q2 2026.
  • HB Wealth Management sold 4,297 McDonald's shares in Q2 2026, an estimated $1.23M.
  • McDonald's made up 0.13% of HB Wealth Management's portfolio in Q2 2026, its #96 holding.
  • HB Wealth Management first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's McDonald's position peaked at $27M in Q1 2026.
  • 3,442 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.