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Independent Solutions Wealth Management’s McDonald's MCD Stock Holding History

Independent Solutions 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 		$3.01M Buy
11,130
+228
+2% +$65.4K 0.39% 74
2026
Q1 		$3.39M Buy
10,902
+615
+6% +$196K 0.5% 56
2025
Q4 		$3.14M Buy
10,287
+121
+1% +$37.1K 0.58% 56
2025
Q3 		$3.09M Buy
10,166
+623
+7% +$190K 0.55% 58
2025
Q2 		$2.79M Buy
9,543
+416
+5% +$128K 0.54% 57
2025
Q1 		$2.85M Buy
9,127
+96
+1% +$28.7K 0.64% 49
2024
Q4 		$2.62M Buy
9,031
+92
+1% +$27.4K 0.57% 53
2024
Q3 		$2.72M Buy
8,939
+1,081
+14% +$298K 0.62% 47
2024
Q2 		$2M Buy
7,858
+2,966
+61% +$787K 0.46% 69
2024
Q1 		$1.38M Buy
4,892
+349
+8% +$101K 0.33% 85
2023
Q4 		$1.35M Buy
4,543
+2,610
+135% +$710K 0.35% 80
2023
Q3 		$509K Sell
1,933
-266
-12% -$75.9K 0.13% 129
2023
Q2 		$656K Sell
2,199
-86
-4% -$25K 0.17% 113
2023
Q1 		$639K Sell
2,285
-512
-18% -$137K 0.19% 105
2022
Q4 		$737K Sell
2,797
-136
-5% -$35.9K 0.22% 99
2022
Q3 		$677K Buy
2,933
+317
+12% +$81K 0.22% 94
2022
Q2 		$646K Buy
2,616
+719
+38% +$177K 0.2% 98
2022
Q1 		$469K Sell
1,897
-184
-9% -$45.8K 0.11% 140
2021
Q4 		$558K Buy
2,081
+150
+8% +$37.9K 0.13% 130
2021
Q3 		$466K Sell
1,931
-361
-16% -$86.2K 0.12% 138
2021
Q2 		$529K Buy
+2,292
New +$533K 0.13% 132
2020
Q1 		– Sell
-1,301
Closed -$257K – 138
2019
Q4 		$257K Buy
+1,301
New +$258K 0.11% 137

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

Independent Solutions Wealth Management's MCD Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its McDonald's (MCD) stake by 2.1% in Q2 2026, buying an estimated $65.4K and bringing the position to 11,130 shares worth $3.01M. The position accounts for 0.39% of the portfolio, ranked #74.

Independent Solutions Wealth Management first reported a position in MCD in Q4 2019 and has held it in 22 quarters since. The position peaked at $3.39M in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Independent Solutions Wealth Management held 11,130 shares of McDonald's worth $3.01M as of Q2 2026.
  • Independent Solutions Wealth Management bought 228 McDonald's shares in Q2 2026, an estimated $65.4K.
  • McDonald's made up 0.39% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Independent Solutions Wealth Management first reported a position in McDonald's in Q4 2019 and has held it in 22 quarters since.
  • Independent Solutions Wealth Management's McDonald's position peaked at $3.39M in Q1 2026.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.