Inman Jager Wealth Management’s McDonald's MCD Stock Holding History

Inman Jager 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	$1.7M	Buy	6,302 +733	+13%	+$210K	0.91%	39
2026 Q1	$1.73M	Buy	5,569 +250	+5%	+$79.6K	1.01%	35
2025 Q4	$1.63M	Buy	5,319 +364	+7%	+$111K	1%	33
2025 Q3	$1.51M	Sell	4,955 -88	-2%	-$26.8K	0.96%	34
2025 Q2	$1.47M	Buy	5,043 +135	+3%	+$41.6K	1%	35
2025 Q1	$1.53M	Buy	4,908 +132	+3%	+$39.5K	1.15%	25
2024 Q4	$1.38M	Buy	+4,776	New	+$1.42M	1.08%	26

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

Inman Jager Wealth Management's MCD Position: Q2 2026 in Review

Inman Jager Wealth Management increased its McDonald's (MCD) stake by 13% in Q2 2026, buying an estimated $210K and bringing the position to 6,302 shares worth $1.7M. The position accounts for 0.91% of the portfolio, ranked #39.

Inman Jager Wealth Management first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.73M in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Inman Jager Wealth Management held 6,302 shares of McDonald's worth $1.7M as of Q2 2026.
Inman Jager Wealth Management bought 733 McDonald's shares in Q2 2026, an estimated $210K.
McDonald's made up 0.91% of Inman Jager Wealth Management's portfolio in Q2 2026, its #39 holding.
Inman Jager Wealth Management first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
Inman Jager Wealth Management's McDonald's position peaked at $1.73M in Q1 2026.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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