Integrated Wealth Concepts’s McDonald's MCD Stock Holding History

Integrated Wealth Concepts’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	$48.9K	Buy	+14	New	+$4.01K	﹤0.01%	3385

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

Integrated Wealth Concepts's MCD Position: Q2 2026 in Review

Integrated Wealth Concepts increased its McDonald's (MCD) stake by 46% in Q2 2026, buying an estimated $6.04M and bringing the position to 66,939 shares worth $18.1M. The position accounts for 0.09% of the portfolio, ranked #218.

Integrated Wealth Concepts first reported a position in MCD in Q4 2017 and has held it in 35 quarters since. 3,458 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Integrated Wealth Concepts held 66,939 shares of McDonald's worth $18.1M as of Q2 2026.
Integrated Wealth Concepts bought 21,060 McDonald's shares in Q2 2026, an estimated $6.04M.
McDonald's made up 0.09% of Integrated Wealth Concepts's portfolio in Q2 2026, its #218 holding.
Integrated Wealth Concepts first reported a position in McDonald's in Q4 2017 and has held it in 35 quarters since.
3,458 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.