IWA
MCD icon

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

Icon 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 		$3.33M Buy
12,304
+53
+0.4% +$15.2K 0.2% 78
2026
Q1 		$3.55M Sell
12,251
-5,812
-32% -$1.85M 0.23% 71
2025
Q4 		$5.51M Buy
18,063
+134
+0.7% +$41K 0.37% 52
2025
Q3 		$5.45M Sell
17,929
-239
-1% -$72.7K 0.37% 55
2025
Q2 		$5.31M Buy
18,168
+2,637
+17% +$813K 0.38% 56
2025
Q1 		$4.85M Buy
15,531
+104
+0.7% +$31.1K 0.4% 54
2024
Q4 		$4.47M Buy
15,427
+60
+0.4% +$17.9K 0.37% 56
2024
Q3 		$4.68M Buy
15,367
+91
+0.6% +$25.1K 0.39% 51
2024
Q2 		$4.05M Buy
15,276
+947
+7% +$251K 0.36% 58
2024
Q1 		$4.04M Buy
14,329
+1,343
+10% +$391K 0.38% 56
2023
Q4 		$3.85M Buy
+12,986
New +$3.53M 0.4% 52
2022
Q4 		$5.03M Buy
19,068
+15
+0.1% +$3.96K 0.58% 46
2022
Q3 		$4.4M Buy
+19,053
New +$4.87M 0.53% 45

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

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

Icon Wealth Advisors increased its McDonald's (MCD) stake by 0.43% in Q2 2026, buying an estimated $15.2K and bringing the position to 12,304 shares worth $3.33M. The position accounts for 0.2% of the portfolio, ranked #78.

Icon Wealth Advisors first reported a position in MCD in Q3 2022 and has held it in 13 quarters since. The position peaked at $5.51M in Q4 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Icon Wealth Advisors held 12,304 shares of McDonald's worth $3.33M as of Q2 2026.
  • Icon Wealth Advisors bought 53 McDonald's shares in Q2 2026, an estimated $15.2K.
  • McDonald's made up 0.2% of Icon Wealth Advisors's portfolio in Q2 2026, its #78 holding.
  • Icon Wealth Advisors first reported a position in McDonald's in Q3 2022 and has held it in 13 quarters since.
  • Icon Wealth Advisors's McDonald's position peaked at $5.51M in Q4 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.