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International Private Wealth Advisors’s McDonald's MCD Stock Holding History

International Private Wealth Advisors’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 		– Sell
-1,483
Closed -$461K – 171
2026
Q1 		$461K Buy
1,483
+113
+8% +$36K 0.28% 78
2025
Q4 		$419K Sell
1,370
-96
-7% -$29.4K 0.26% 80
2025
Q3 		$446K Sell
1,466
-139
-9% -$42.3K 0.28% 77
2025
Q2 		$469K Sell
1,605
-63
-4% -$19.4K 0.4% 62
2025
Q1 		$521K Buy
1,668
+53
+3% +$15.9K 0.5% 47
2024
Q4 		$468K Buy
1,615
+51
+3% +$15.2K 0.47% 52
2024
Q3 		$476K Sell
1,564
-65
-4% -$17.9K 0.7% 31
2024
Q2 		$415K Sell
1,629
-14
-0.9% -$3.71K 0.7% 35
2024
Q1 		$463K Buy
1,643
+212
+15% +$61.7K 0.89% 26
2023
Q4 		$424K Buy
+1,431
New +$389K 0.42% 42

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 $3.38T AUM 44.17% 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

International Private Wealth Advisors's MCD Position: Q2 2026 in Review

International Private Wealth Advisors sold out of McDonald's (MCD) in Q2 2026, closing a stake of 1,483 shares — an estimated $461K sold.

International Private Wealth Advisors first reported a position in MCD in Q4 2023 and held it in 10 quarters. The position peaked at $521K in Q1 2025. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • International Private Wealth Advisors reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • International Private Wealth Advisors sold 1,483 McDonald's shares in Q2 2026, an estimated $461K.
  • International Private Wealth Advisors first reported a position in McDonald's in Q4 2023 and held it in 10 quarters.
  • International Private Wealth Advisors's McDonald's position peaked at $521K in Q1 2025.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.