IBEX Wealth Advisors’s McDonald's MCD Stock Holding History

IBEX Wealth Advisors’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	$722K	Sell	2,673 -13	-0.5%	-$3.73K	0.06%	137
2026 Q1	$835K	Buy	+2,686	New	+$856K	0.08%	126
2025 Q4	–	Sell	-2,658	Closed	-$808K	–	167
2025 Q3	$808K	Sell	2,658 -86	-3%	-$26.2K	0.08%	132
2025 Q2	$802K	Buy	+2,744	New	+$846K	0.09%	123
2025 Q1	–	Sell	-2,628	Closed	-$762K	–	175
2024 Q4	$762K	Sell	2,628 -10,252	-80%	-$3.06M	0.09%	128
2024 Q3	$666K	Buy	12,880 +12,469	+3,034%	+$3.44M	0.18%	66
2024 Q2	$105K	Sell	411 -4,096	-91%	-$1.09M	0.02%	146
2024 Q1	$1.19M	Buy	+4,507	New	+$1.31M	0.32%	66
2023 Q1	–	Sell	-4,507	Closed	-$1.19M	–	132
2022 Q4	$1.19M	Buy	4,507 +236	+6%	+$62.3K	0.27%	87
2022 Q3	$986K	Buy	+4,271	New	+$1.09M	0.26%	84
2021 Q4	–	Sell	-394	Closed	-$95K	–	329
2021 Q3	$95K	Buy	+394	New	+$94K	0.02%	228
2019 Q3	–	Sell	-88	Closed	-$18K	–	261
2019 Q2	$18K	Buy	+88	New	+$17.4K	0.01%	287
2017 Q1	–	Sell	-292	Closed	-$36K	–	251
2016 Q4	$36K	Buy	+292	New	+$34.2K	0.02%	188

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

IBEX Wealth Advisors's MCD Position: Q2 2026 in Review

IBEX Wealth Advisors reduced its McDonald's (MCD) stake by 0.48% in Q2 2026, selling an estimated $3.73K and leaving 2,673 shares worth $722K. The position accounts for 0.06% of the portfolio, ranked #137.

IBEX Wealth Advisors first reported a position in MCD in Q4 2016 and has held it in 13 quarters since. The position peaked at $1.19M in Q1 2024. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

IBEX Wealth Advisors held 2,673 shares of McDonald's worth $722K as of Q2 2026.
IBEX Wealth Advisors sold 13 McDonald's shares in Q2 2026, an estimated $3.73K.
McDonald's made up 0.06% of IBEX Wealth Advisors's portfolio in Q2 2026, its #137 holding.
IBEX Wealth Advisors first reported a position in McDonald's in Q4 2016 and has held it in 13 quarters since.
IBEX Wealth Advisors's McDonald's position peaked at $1.19M in Q1 2024.
3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.