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

Jupiter 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	$946K	Buy	3,500 +500	+17%	+$143K	0.38%	49
2026 Q1	$827K	Buy	3,000 +1,000	+50%	+$319K	0.33%	57
2025 Q4	$664K	Hold	2,000	–	–	0.3%	54
2025 Q3	$608K	Hold	2,000	–	–	0.29%	55
2025 Q2	$610K	Hold	2,000	–	–	0.31%	57
2025 Q1	$642K	Hold	2,000	–	–	0.39%	50
2024 Q4	$580K	Hold	2,000	–	–	0.29%	59
2024 Q3	$609K	Hold	2,000	–	–	0.31%	59
2024 Q2	$531K	Hold	2,000	–	–	0.28%	60
2024 Q1	$537K	Hold	2,000	–	–	0.28%	61
2023 Q4	$593K	Hold	2,000	–	–	0.35%	57
2023 Q3	$536K	Hold	2,000	–	–	0.35%	56
2023 Q2	$597K	Hold	2,000	–	–	0.51%	44
2023 Q1	$559K	Hold	2,000	–	–	0.51%	38
2022 Q4	$527K	Hold	2,000	–	–	0.51%	38
2022 Q3	$461K	Hold	2,000	–	–	0.46%	42
2022 Q2	$493K	Hold	2,000	–	–	0.45%	41
2022 Q1	$494K	Sell	2,000 -3,500	-64%	-$872K	0.31%	60
2021 Q4	$1.47M	Sell	5,500 -5,500	-50%	-$1.39M	0.76%	33
2021 Q3	$2.78M	Hold	11,000	–	–	1.31%	24
2021 Q2	$2.6M	Hold	11,000	–	–	1.24%	27
2021 Q1	$2.59M	Buy	11,000 +3,000	+38%	+$642K	1.31%	25
2020 Q4	$1.72M	Hold	8,000	–	–	1.05%	31
2020 Q3	$1.76M	Buy	+8,000	New	+$1.64M	1.24%	24

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Jupiter Wealth Management increased its McDonald's (MCD) stake by 17% in Q2 2026, buying an estimated $143K and bringing the position to 3,500 shares worth $946K. The position accounts for 0.38% of the portfolio, ranked #49.

Jupiter Wealth Management first reported a position in MCD in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.78M in Q3 2021. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Jupiter Wealth Management held 3,500 shares of McDonald's worth $946K as of Q2 2026.
Jupiter Wealth Management bought 500 McDonald's shares in Q2 2026, an estimated $143K.
McDonald's made up 0.38% of Jupiter Wealth Management's portfolio in Q2 2026, its #49 holding.
Jupiter Wealth Management first reported a position in McDonald's in Q3 2020 and has held it in 24 quarters since.
Jupiter Wealth Management's McDonald's position peaked at $2.78M in Q3 2021.
3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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