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Impact Partnership Wealth’s McDonald's MCD Stock Holding History

Impact Partnership Wealth’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 		$878K Buy
3,247
+2,257
+228% +$647K 0.09% 152
2026
Q1 		$308K Sell
990
-24
-2% -$7.65K 0.04% 270
2025
Q4 		$310K Buy
+1,014
New +$311K 0.04% 273
2024
Q2 		– Sell
-117
Closed -$33K – 490
2024
Q1 		$33K Sell
117
-15
-11% -$4.36K 0.01% 352
2023
Q4 		$39.2K Sell
132
-262
-66% -$71.3K 0.01% 360
2023
Q3 		$104K Buy
394
+326
+479% +$93K 0.03% 312
2023
Q2 		$20.3K Buy
+68
New +$19.8K 0.01% 337

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

Impact Partnership Wealth's MCD Position: Q2 2026 in Review

Impact Partnership Wealth increased its McDonald's (MCD) stake by 228% in Q2 2026, buying an estimated $647K and bringing the position to 3,247 shares worth $878K. The position accounts for 0.09% of the portfolio, ranked #152.

Impact Partnership Wealth first reported a position in MCD in Q2 2023 and has held it in 7 quarters since. 3,475 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Impact Partnership Wealth held 3,247 shares of McDonald's worth $878K as of Q2 2026.
  • Impact Partnership Wealth bought 2,257 McDonald's shares in Q2 2026, an estimated $647K.
  • McDonald's made up 0.09% of Impact Partnership Wealth's portfolio in Q2 2026, its #152 holding.
  • Impact Partnership Wealth first reported a position in McDonald's in Q2 2023 and has held it in 7 quarters since.
  • 3,475 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.