IWM
MCD icon

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

IMG 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 		$66K Sell
244
-74
-23% -$21.2K 0.04% 171
2026
Q1 		$98.8K Buy
318
+15
+5% +$4.78K 0.06% 142
2025
Q4 		$92.6K Buy
303
+39
+15% +$11.9K 0.06% 136
2025
Q3 		$80.2K Hold
264
– – 0.05% 132
2025
Q2 		$77.1K Buy
264
+20
+8% +$6.17K 0.06% 131
2025
Q1 		$76.2K Hold
244
– – 0.07% 122
2024
Q4 		$70.7K Buy
+244
New +$72.8K 0.07% 124

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

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

IMG Wealth Management reduced its McDonald's (MCD) stake by 23% in Q2 2026, selling an estimated $21.2K and leaving 244 shares worth $66K. The position accounts for 0.04% of the portfolio, ranked #171.

IMG Wealth Management first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $98.8K in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • IMG Wealth Management held 244 shares of McDonald's worth $66K as of Q2 2026.
  • IMG Wealth Management sold 74 McDonald's shares in Q2 2026, an estimated $21.2K.
  • McDonald's made up 0.04% of IMG Wealth Management's portfolio in Q2 2026, its #171 holding.
  • IMG Wealth Management first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • IMG Wealth Management's McDonald's position peaked at $98.8K in Q1 2026.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.