JWM
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JPL Wealth Management’s McDonald's MCD Stock Holding History

JPL 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 		$148K Buy
547
+143
+35% +$41K 0.03% 146
2026
Q1 		$126K Buy
+404
New +$129K 0.03% 142
2025
Q4 		– Sell
-448
Closed -$136K – 701
2025
Q3 		$136K Buy
+448
New +$136K 0.03% 149

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

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

JPL Wealth Management increased its McDonald's (MCD) stake by 35% in Q2 2026, buying an estimated $41K and bringing the position to 547 shares worth $148K. The position accounts for 0.03% of the portfolio, ranked #146.

JPL Wealth Management first reported a position in MCD in Q3 2025 and has held it in 3 quarters since. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • JPL Wealth Management held 547 shares of McDonald's worth $148K as of Q2 2026.
  • JPL Wealth Management bought 143 McDonald's shares in Q2 2026, an estimated $41K.
  • McDonald's made up 0.03% of JPL Wealth Management's portfolio in Q2 2026, its #146 holding.
  • JPL Wealth Management first reported a position in McDonald's in Q3 2025 and has held it in 3 quarters since.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.