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Highline Wealth Partners’s McDonald's MCD Stock Holding History

Highline Wealth Partners’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 		$191K Buy
707
+55
+8% +$15.8K 0.04% 113
2026
Q1 		$203K Sell
652
-2
-0.3% -$637 0.05% 80
2025
Q4 		$200K Sell
654
-2,477
-79% -$759K 0.06% 65
2025
Q3 		$952K Buy
3,131
+41
+1% +$12.5K 0.26% 55
2025
Q2 		$903K Buy
3,090
+11
+0.4% +$3.39K 0.27% 56
2025
Q1 		$962K Sell
3,079
-6
-0.2% -$1.79K 0.32% 55
2024
Q4 		$894K Buy
3,085
+7
+0.2% +$2.09K 0.29% 57
2024
Q3 		$937K Sell
3,078
-17
-0.5% -$4.69K 0.31% 56
2024
Q2 		$789K Buy
3,095
+26
+0.8% +$6.9K 0.3% 60
2024
Q1 		$865K Buy
3,069
+37
+1% +$10.8K 0.35% 57
2023
Q4 		$899K Buy
3,032
+272
+10% +$74K 0.44% 55
2023
Q3 		$727K Hold
2,760
– – 0.45% 52
2023
Q2 		$824K Buy
2,760
+1
+0% +$291 0.52% 51
2023
Q1 		$771K Buy
2,759
+178
+7% +$47.7K 0.53% 52
2022
Q4 		$680K Hold
2,581
– – 0.5% 56
2022
Q3 		$596K Buy
+2,581
New +$660K 0.48% 52

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

Highline Wealth Partners's MCD Position: Q2 2026 in Review

Highline Wealth Partners increased its McDonald's (MCD) stake by 8.4% in Q2 2026, buying an estimated $15.8K and bringing the position to 707 shares worth $191K. The position accounts for 0.04% of the portfolio, ranked #113.

Highline Wealth Partners first reported a position in MCD in Q3 2022 and has held it in 16 quarters since. The position peaked at $962K in Q1 2025. 3,442 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Highline Wealth Partners held 707 shares of McDonald's worth $191K as of Q2 2026.
  • Highline Wealth Partners bought 55 McDonald's shares in Q2 2026, an estimated $15.8K.
  • McDonald's made up 0.04% of Highline Wealth Partners's portfolio in Q2 2026, its #113 holding.
  • Highline Wealth Partners first reported a position in McDonald's in Q3 2022 and has held it in 16 quarters since.
  • Highline Wealth Partners's McDonald's position peaked at $962K in Q1 2025.
  • 3,442 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.