JWWM
MCD icon

Johnson & White Wealth Management’s McDonald's MCD Stock Holding History

Johnson & White 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 		$778K Buy
2,879
+197
+7% +$56.5K 0.29% 65
2026
Q1 		$834K Buy
2,682
+191
+8% +$60.8K 0.35% 58
2025
Q4 		$761K Buy
2,491
+47
+2% +$14.4K 0.33% 61
2025
Q3 		$743K Buy
2,444
+47
+2% +$14.3K 0.34% 61
2025
Q2 		$700K Buy
2,397
+105
+5% +$32.4K 0.35% 59
2025
Q1 		$716K Hold
2,292
– – 0.4% 54
2024
Q4 		$670K Buy
+2,292
New +$683K 0.41% 52
2022
Q4 		– Sell
-2,256
Closed -$521K – 102
2022
Q3 		$521K Buy
+2,256
New +$577K 0.59% 44

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

Johnson & White Wealth Management's MCD Position: Q2 2026 in Review

Johnson & White Wealth Management increased its McDonald's (MCD) stake by 7.3% in Q2 2026, buying an estimated $56.5K and bringing the position to 2,879 shares worth $778K. The position accounts for 0.29% of the portfolio, ranked #65.

Johnson & White Wealth Management first reported a position in MCD in Q3 2022 and has held it in 8 quarters since. The position peaked at $834K in Q1 2026. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Johnson & White Wealth Management held 2,879 shares of McDonald's worth $778K as of Q2 2026.
  • Johnson & White Wealth Management bought 197 McDonald's shares in Q2 2026, an estimated $56.5K.
  • McDonald's made up 0.29% of Johnson & White Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Johnson & White Wealth Management first reported a position in McDonald's in Q3 2022 and has held it in 8 quarters since.
  • Johnson & White Wealth Management's McDonald's position peaked at $834K in Q1 2026.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.