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

Jessup 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 		$249K Sell
923
-125
-12% -$35.8K 0.07% 74
2026
Q1 		$326K Sell
1,048
-26
-2% -$8.28K 0.12% 64
2025
Q4 		$328K Buy
1,074
+4
+0.4% +$1.23K 0.11% 66
2025
Q3 		$325K Buy
1,070
+4
+0.4% +$1.22K 0.12% 63
2025
Q2 		$311K Buy
1,066
+5
+0.5% +$1.54K 0.12% 60
2025
Q1 		$332K Sell
1,061
-145
-12% -$43.4K 0.14% 58
2024
Q4 		$350K Buy
1,206
+2
+0.2% +$596 0.15% 52
2024
Q3 		$367K Sell
1,204
-49
-4% -$13.5K 0.17% 44
2024
Q2 		$319K Sell
1,253
-62
-5% -$16.4K 0.14% 48
2024
Q1 		$371K Buy
1,315
+5
+0.4% +$1.45K 0.16% 46
2023
Q4 		$389K Sell
1,310
-608
-32% -$165K 0.19% 40
2023
Q3 		$505K Buy
1,918
+10
+0.5% +$2.85K 0.29% 38
2023
Q2 		$569K Sell
1,908
-52
-3% -$15.1K 0.3% 40
2023
Q1 		$548K Buy
1,960
+99
+5% +$26.5K 0.32% 42
2022
Q4 		$490K Buy
+1,861
New +$491K 0.31% 45

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

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

Jessup Wealth Management reduced its McDonald's (MCD) stake by 12% in Q2 2026, selling an estimated $35.8K and leaving 923 shares worth $249K. The position accounts for 0.07% of the portfolio, ranked #74.

Jessup Wealth Management first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $569K in Q2 2023. 3,461 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Jessup Wealth Management held 923 shares of McDonald's worth $249K as of Q2 2026.
  • Jessup Wealth Management sold 125 McDonald's shares in Q2 2026, an estimated $35.8K.
  • McDonald's made up 0.07% of Jessup Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Jessup Wealth Management first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
  • Jessup Wealth Management's McDonald's position peaked at $569K in Q2 2023.
  • 3,461 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Jessup Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.