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Investment Insight Wealth Management’s McDonald's MCD Stock Holding History

Investment Insight 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 		$1.47M Sell
5,440
-15
-0.3% -$4.3K 1.27% 18
2026
Q1 		$1.7M Buy
5,455
+3
+0.1% +$956 1.83% 12
2025
Q4 		$1.67M Buy
+5,452
New +$1.67M 1.64% 13

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

Investment Insight Wealth Management's MCD Position: Q2 2026 in Review

Investment Insight Wealth Management reduced its McDonald's (MCD) stake by 0.27% in Q2 2026, selling an estimated $4.3K and leaving 5,440 shares worth $1.47M. The position accounts for 1.27% of the portfolio, ranked #18.

Investment Insight Wealth Management first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.7M in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Investment Insight Wealth Management held 5,440 shares of McDonald's worth $1.47M as of Q2 2026.
  • Investment Insight Wealth Management sold 15 McDonald's shares in Q2 2026, an estimated $4.3K.
  • McDonald's made up 1.27% of Investment Insight Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Investment Insight Wealth Management first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Investment Insight Wealth Management's McDonald's position peaked at $1.7M in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Investment Insight Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.