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Jeppson Wealth Management’s McDonald's MCD Stock Holding History

Jeppson 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 		$1M Buy
3,708
+719
+24% +$206K 0.3% 81
2026
Q1 		$929K Sell
2,989
-100
-3% -$31.9K 0.29% 81
2025
Q4 		$944K Sell
3,089
-75
-2% -$23K 0.3% 79
2025
Q3 		$962K Buy
3,164
+75
+2% +$22.8K 0.31% 78
2025
Q2 		$903K Sell
3,089
-1
-0% -$308 0.31% 80
2025
Q1 		$965K Sell
3,090
-218
-7% -$65.2K 0.35% 74
2024
Q4 		$959K Buy
3,308
+101
+3% +$30.1K 0.35% 74
2024
Q3 		$977K Sell
3,207
-132
-4% -$36.4K 0.35% 73
2024
Q2 		$851K Buy
3,339
+67
+2% +$17.8K 0.32% 76
2024
Q1 		$923K Sell
3,272
-300
-8% -$87.2K 0.36% 73
2023
Q4 		$1.06M Sell
3,572
-20
-0.6% -$5.44K 0.44% 66
2023
Q3 		$946K Buy
3,592
+13
+0.4% +$3.71K 0.43% 61
2023
Q2 		$1.07M Sell
3,579
-110
-3% -$32K 0.46% 56
2023
Q1 		$1.03M Sell
3,689
-127
-3% -$34K 0.45% 60
2022
Q4 		$1.01M Sell
3,816
-50
-1% -$13.2K 0.42% 55
2022
Q3 		$892K Buy
3,866
+127
+3% +$32.5K 0.4% 60
2022
Q2 		$923K Buy
3,739
+1,585
+74% +$390K 0.4% 60
2022
Q1 		$532K Hold
2,154
– – 0.25% 91
2021
Q4 		$577K Buy
2,154
+1
+0% +$252 0.28% 80
2021
Q3 		$519K Hold
2,153
– – 0.27% 84
2021
Q2 		$497K Buy
2,153
+150
+7% +$34.9K 0.27% 83
2021
Q1 		$448K Buy
2,003
+159
+9% +$34K 0.27% 86
2020
Q4 		$396K Sell
1,844
-138
-7% -$30K 0.26% 88
2020
Q3 		$435K Buy
+1,982
New +$407K 0.34% 72

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

Jeppson Wealth Management's MCD Position: Q2 2026 in Review

Jeppson Wealth Management increased its McDonald's (MCD) stake by 24% in Q2 2026, buying an estimated $206K and bringing the position to 3,708 shares worth $1M. The position accounts for 0.3% of the portfolio, ranked #81.

Jeppson Wealth Management first reported a position in MCD in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.07M in Q2 2023. 3,461 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Jeppson Wealth Management held 3,708 shares of McDonald's worth $1M as of Q2 2026.
  • Jeppson Wealth Management bought 719 McDonald's shares in Q2 2026, an estimated $206K.
  • McDonald's made up 0.3% of Jeppson Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Jeppson Wealth Management first reported a position in McDonald's in Q3 2020 and has held it in 24 quarters since.
  • Jeppson Wealth Management's McDonald's position peaked at $1.07M in Q2 2023.
  • 3,461 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.