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

IHT 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	$8.86M	Buy	32,784 +1,547	+5%	+$444K	0.19%	104
2026 Q1	$9.71M	Sell	31,237 -218	-0.7%	-$69.5K	0.23%	90
2025 Q4	$9.62M	Buy	31,455 +5,118	+19%	+$1.57M	0.23%	89
2025 Q3	$8M	Buy	26,337 +1,305	+5%	+$397K	0.2%	103
2025 Q2	$7.31M	Buy	25,032 +958	+4%	+$295K	0.2%	105
2025 Q1	$7.52M	Sell	24,074 -765	-3%	-$229K	0.23%	87
2024 Q4	$7.2M	Sell	24,839 -5,261	-17%	-$1.57M	0.23%	88
2024 Q3	$9.15M	Buy	30,100 +4,884	+19%	+$1.35M	0.26%	75
2024 Q2	$6.43M	Buy	25,216 +3,113	+14%	+$826K	0.24%	85
2024 Q1	$6.23M	Sell	22,103 -3,036	-12%	-$883K	0.25%	84
2023 Q4	$7.45M	Buy	25,139 +378	+2%	+$103K	0.33%	62
2023 Q3	$6.52M	Buy	24,761 +652	+3%	+$186K	0.33%	58
2023 Q2	$7.19M	Buy	24,109 +423	+2%	+$123K	0.37%	51
2023 Q1	$6.62M	Buy	23,686 +2,190	+10%	+$587K	0.38%	54
2022 Q4	$5.66M	Sell	21,496 -927	-4%	-$245K	0.36%	65
2022 Q3	$5.17M	Buy	22,423 +6,761	+43%	+$1.73M	0.39%	49
2022 Q2	$3.87M	Buy	15,662 +1,137	+8%	+$280K	0.34%	56
2022 Q1	$3.59M	Buy	14,525 +849	+6%	+$211K	0.27%	78
2021 Q4	$3.67M	Sell	13,676 -10	-0.1%	-$2.52K	0.27%	78
2021 Q3	$3.3M	Sell	13,686 -8,991	-40%	-$2.15M	0.27%	82
2021 Q2	$5.24M	Buy	22,677 +3,409	+18%	+$793K	0.33%	59
2021 Q1	$4.32M	Buy	19,268 +4,196	+28%	+$897K	0.31%	68
2020 Q4	$3.23M	Buy	15,072 +1,214	+9%	+$264K	0.27%	84
2020 Q3	$3.04M	Buy	13,858 +1,029	+8%	+$211K	0.31%	74
2020 Q2	$2.37M	Sell	12,829 -10,423	-45%	-$1.91M	0.32%	70
2020 Q1	$3.85M	Buy	23,252 +2,124	+10%	+$418K	0.55%	34
2019 Q4	$4.17M	Buy	21,128 +6,211	+42%	+$1.23M	0.49%	42
2019 Q3	$3.15M	Buy	14,917 +2,731	+22%	+$586K	0.43%	52
2019 Q2	$2.55M	Buy	12,186 +1,988	+19%	+$394K	0.37%	61
2019 Q1	$1.94M	Sell	10,198 -55	-0.5%	-$9.98K	0.32%	78
2018 Q4	$1.82M	Buy	10,253 +2,614	+34%	+$464K	0.35%	73
2018 Q3	$1.28M	Buy	7,639 +1,217	+19%	+$195K	0.28%	98
2018 Q2	$1.01M	Buy	6,422 +607	+10%	+$98.4K	0.26%	108
2018 Q1	$917K	Buy	5,815 +82	+1%	+$13.5K	0.25%	100
2017 Q4	$997K	Buy	5,733 +363	+7%	+$61K	0.26%	99
2017 Q3	$860K	Buy	5,370 +359	+7%	+$56.3K	0.37%	67
2017 Q2	$55	Buy	5,011 +315	+7%	+$45.5K	0.03%	483
2017 Q1	$612K	Buy	4,696 +22	+0.5%	+$2.76K	0.41%	58
2016 Q4	$559K	Buy	+4,674	New	+$548K	0.42%	54

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

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

IHT Wealth Management increased its McDonald's (MCD) stake by 5% in Q2 2026, buying an estimated $444K and bringing the position to 32,784 shares worth $8.86M. The position accounts for 0.19% of the portfolio, ranked #104.

IHT Wealth Management first reported a position in MCD in Q4 2016 and has held it in 39 quarters since. The position peaked at $9.71M in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

IHT Wealth Management held 32,784 shares of McDonald's worth $8.86M as of Q2 2026.
IHT Wealth Management bought 1,547 McDonald's shares in Q2 2026, an estimated $444K.
McDonald's made up 0.19% of IHT Wealth Management's portfolio in Q2 2026, its #104 holding.
IHT Wealth Management first reported a position in McDonald's in Q4 2016 and has held it in 39 quarters since.
IHT Wealth Management's McDonald's position peaked at $9.71M in Q1 2026.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.