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

HighMark 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	$25.1K	Buy	93 +15	+19%	+$4.3K	0.01%	236
2026 Q1	$24.2K	Sell	78 -3	-4%	-$956	0.01%	215
2025 Q4	$24.7K	Sell	81 -7	-8%	-$2.14K	0.01%	226
2025 Q3	$26.8K	Hold	88	–	–	0.01%	210
2025 Q2	$25.8K	Sell	88 -47	-35%	-$14.5K	0.01%	210
2025 Q1	$41.9K	Buy	135 +49	+57%	+$14.7K	0.02%	139
2024 Q4	$25K	Buy	86 +2	+2%	+$596	0.01%	178
2024 Q3	$25.7K	Buy	84 +29	+53%	+$7.99K	0.01%	182
2024 Q2	$14.1K	Hold	55	–	–	0.01%	233
2024 Q1	$15.6K	Hold	55	–	–	0.01%	226
2023 Q4	$16.4K	Hold	55	–	–	0.01%	211
2023 Q3	$14.6K	Hold	55	–	–	0.01%	214
2023 Q2	$16.5K	Hold	55	–	–	0.01%	199
2023 Q1	$15.4K	Hold	55	–	–	0.01%	236
2022 Q4	$14.6K	Hold	55	–	–	0.01%	203
2022 Q3	$13K	Hold	55	–	–	0.01%	204
2022 Q2	$14K	Hold	55	–	–	0.01%	205
2022 Q1	$14K	Buy	55 +1	+2%	+$249	0.01%	215
2021 Q4	$15K	Hold	54	–	–	0.01%	210
2021 Q3	$13K	Hold	54	–	–	0.01%	225
2021 Q2	$12K	Hold	54	–	–	0.01%	237
2021 Q1	$12K	Hold	54	–	–	0.01%	210
2020 Q4	$11K	Buy	54 +1	+2%	+$217	0.01%	216
2020 Q3	$12K	Hold	53	–	–	0.01%	201
2020 Q2	$10K	Hold	53	–	–	0.01%	198
2020 Q1	$8K	Buy	53 +1	+2%	+$197	0.01%	170
2019 Q4	$10K	Buy	+52	New	+$10.3K	0.01%	210

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

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

HighMark Wealth Management increased its McDonald's (MCD) stake by 19% in Q2 2026, buying an estimated $4.3K and bringing the position to 93 shares worth $25.1K. The position accounts for 0.01% of the portfolio, ranked #236.

HighMark Wealth Management first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $41.9K in Q1 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

HighMark Wealth Management held 93 shares of McDonald's worth $25.1K as of Q2 2026.
HighMark Wealth Management bought 15 McDonald's shares in Q2 2026, an estimated $4.3K.
McDonald's made up 0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #236 holding.
HighMark Wealth Management first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
HighMark Wealth Management's McDonald's position peaked at $41.9K in Q1 2025.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.