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

Iams 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 		$1.97M Buy
7,281
+1,085
+18% +$311K 0.59% 53
2026
Q1 		$1.93M Sell
6,196
-305
-5% -$97.2K 0.67% 48
2025
Q4 		$1.99M Sell
6,501
-271
-4% -$83K 0.72% 45
2025
Q3 		$2.06M Buy
6,772
+853
+14% +$260K 0.83% 41
2025
Q2 		$1.73M Sell
5,919
-580
-9% -$179K 0.79% 42
2025
Q1 		$2.03M Sell
6,499
-32
-0.5% -$9.57K 0.93% 41
2024
Q4 		$1.89M Buy
6,531
+158
+2% +$47.1K 0.87% 38
2024
Q3 		$1.94M Buy
6,373
+80
+1% +$22.1K 0.95% 32
2024
Q2 		$1.6M Buy
6,293
+933
+17% +$248K 0.88% 39
2024
Q1 		$1.58M Buy
5,360
+51
+1% +$14.8K 0.97% 33
2023
Q4 		$1.57M Sell
5,309
-271
-5% -$73.8K 1.02% 31
2023
Q3 		$1.47M Buy
+5,580
New +$1.59M 1.02% 34
2023
Q2 		– Sell
-4,691
Closed -$1.36M – 196
2023
Q1 		$1.3M Buy
4,691
+1,663
+55% +$446K 1.08% 32
2022
Q4 		$798K Buy
+3,028
New +$799K 0.81% 41

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

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

Iams Wealth Management increased its McDonald's (MCD) stake by 18% in Q2 2026, buying an estimated $311K and bringing the position to 7,281 shares worth $1.97M. The position accounts for 0.59% of the portfolio, ranked #53.

Iams Wealth Management first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.06M in Q3 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Iams Wealth Management held 7,281 shares of McDonald's worth $1.97M as of Q2 2026.
  • Iams Wealth Management bought 1,085 McDonald's shares in Q2 2026, an estimated $311K.
  • McDonald's made up 0.59% of Iams Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Iams Wealth Management first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
  • Iams Wealth Management's McDonald's position peaked at $2.06M in Q3 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.