HW
MCD icon

HORAN Wealth’s McDonald's MCD Stock Holding History

HORAN Wealth’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 		$436K Sell
1,615
-1,411
-47% -$405K 0.05% 154
2026
Q1 		$930K Buy
3,026
+1,358
+81% +$433K 0.09% 105
2025
Q4 		$510K Buy
1,668
+62
+4% +$19K 0.08% 119
2025
Q3 		$488K Buy
1,606
+902
+128% +$275K 0.08% 134
2025
Q2 		$206K Buy
+704
New +$217K 0.06% 118

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

HORAN Wealth's MCD Position: Q2 2026 in Review

HORAN Wealth reduced its McDonald's (MCD) stake by 47% in Q2 2026, selling an estimated $405K and leaving 1,615 shares worth $436K. The position accounts for 0.05% of the portfolio, ranked #154.

HORAN Wealth first reported a position in MCD in Q2 2025 and has held it in 5 quarters since. The position peaked at $930K in Q1 2026. 3,472 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • HORAN Wealth held 1,615 shares of McDonald's worth $436K as of Q2 2026.
  • HORAN Wealth sold 1,411 McDonald's shares in Q2 2026, an estimated $405K.
  • McDonald's made up 0.05% of HORAN Wealth's portfolio in Q2 2026, its #154 holding.
  • HORAN Wealth first reported a position in McDonald's in Q2 2025 and has held it in 5 quarters since.
  • HORAN Wealth's McDonald's position peaked at $930K in Q1 2026.
  • 3,472 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on HORAN Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.