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Jamison Private Wealth Management’s McDonald's MCD Stock Holding History

Jamison Private 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 		$9.85M Buy
36,421
+525
+1% +$151K 0.99% 34
2026
Q1 		$11.2M Buy
35,896
+458
+1% +$146K 1.36% 24
2025
Q4 		$10.8M Buy
35,438
+961
+3% +$294K 1.32% 23
2025
Q3 		$10.5M Buy
34,477
+395
+1% +$120K 1.33% 23
2025
Q2 		$9.96M Buy
34,082
+72
+0.2% +$22.2K 1.43% 22
2025
Q1 		$10.6M Buy
34,010
+45
+0.1% +$13.5K 1.62% 18
2024
Q4 		$9.85M Buy
33,965
+192
+0.6% +$57.3K 1.45% 19
2024
Q3 		$10.3M Buy
33,773
+823
+2% +$227K 1.57% 17
2024
Q2 		$8.4M Sell
32,950
-138
-0.4% -$36.6K 1.4% 22
2024
Q1 		$9.33M Buy
33,088
+191
+0.6% +$55.5K 1.58% 17
2023
Q4 		$9.75M Sell
32,897
-237
-0.7% -$64.5K 1.83% 10
2023
Q3 		$8.73M Buy
+33,134
New +$9.45M 1.8% 10

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

Jamison Private Wealth Management's MCD Position: Q2 2026 in Review

Jamison Private Wealth Management increased its McDonald's (MCD) stake by 1.5% in Q2 2026, buying an estimated $151K and bringing the position to 36,421 shares worth $9.85M. The position accounts for 0.99% of the portfolio, ranked #34.

Jamison Private Wealth Management first reported a position in MCD in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.2M in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Jamison Private Wealth Management held 36,421 shares of McDonald's worth $9.85M as of Q2 2026.
  • Jamison Private Wealth Management bought 525 McDonald's shares in Q2 2026, an estimated $151K.
  • McDonald's made up 0.99% of Jamison Private Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Jamison Private Wealth Management first reported a position in McDonald's in Q3 2023 and has held it in 12 quarters since.
  • Jamison Private Wealth Management's McDonald's position peaked at $11.2M in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.