HWM
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Horizon Wealth Management’s McDonald's MCD Stock Holding History

Horizon 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 		$532K Buy
1,970
+3
+0.2% +$860 0.07% 89
2026
Q1 		$611K Buy
1,967
+164
+9% +$52.2K 0.09% 75
2025
Q4 		$551K Buy
1,803
+16
+0.9% +$4.9K 0.09% 71
2025
Q3 		$543K Sell
1,787
-793
-31% -$241K 0.08% 71
2025
Q2 		$754K Sell
2,580
-27
-1% -$8.32K 0.13% 42
2025
Q1 		$814K Sell
2,607
-12
-0.5% -$3.59K 0.14% 36
2024
Q4 		$759K Buy
2,619
+7
+0.3% +$2.09K 0.13% 39
2024
Q3 		$795K Buy
2,612
+3
+0.1% +$827 0.16% 38
2024
Q2 		$665K Sell
2,609
-1,142
-30% -$303K 0.16% 33
2024
Q1 		$1.06M Buy
3,751
+1,343
+56% +$391K 0.28% 28
2023
Q4 		$714K Buy
2,408
+114
+5% +$31K 0.2% 33
2023
Q3 		$604K Sell
2,294
-15
-0.6% -$4.28K 0.24% 31
2023
Q2 		$689K Buy
2,309
+63
+3% +$18.3K 0.27% 29
2023
Q1 		$628K Buy
2,246
+6
+0.3% +$1.61K 0.47% 28
2022
Q4 		$590K Sell
2,240
-21
-0.9% -$5.54K 0.48% 25
2022
Q3 		$522K Sell
2,261
-384
-15% -$98.1K 0.38% 27
2022
Q2 		$653K Sell
2,645
-51
-2% -$12.6K 0.27% 44
2022
Q1 		$667K Sell
2,696
-52
-2% -$13K 0.21% 46
2021
Q4 		$737K Buy
+2,748
New +$694K 0.21% 47

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

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

Horizon Wealth Management increased its McDonald's (MCD) stake by 0.15% in Q2 2026, buying an estimated $860 and bringing the position to 1,970 shares worth $532K. The position accounts for 0.07% of the portfolio, ranked #89.

Horizon Wealth Management first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.06M in Q1 2024. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Horizon Wealth Management held 1,970 shares of McDonald's worth $532K as of Q2 2026.
  • Horizon Wealth Management bought 3 McDonald's shares in Q2 2026, an estimated $860.
  • McDonald's made up 0.07% of Horizon Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Horizon Wealth Management first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Horizon Wealth Management's McDonald's position peaked at $1.06M in Q1 2024.
  • 3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Horizon Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.