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

Keebeck 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 		$851K Sell
3,147
-236
-7% -$67.7K 0.08% 185
2026
Q1 		$1.05M Buy
3,383
+228
+7% +$72.6K 0.12% 155
2025
Q4 		$965K Buy
3,155
+383
+14% +$117K 0.11% 152
2025
Q3 		$842K Buy
2,772
+86
+3% +$26.2K 0.1% 154
2025
Q2 		$785K Buy
2,686
+40
+2% +$12.3K 0.1% 153
2025
Q1 		$827K Buy
2,646
+40
+2% +$12K 0.12% 140
2024
Q4 		$755K Buy
2,606
+60
+2% +$17.9K 0.11% 144
2024
Q3 		$775K Buy
2,546
+175
+7% +$48.2K 0.11% 140
2024
Q2 		$604K Hold
2,371
– – 0.09% 157
2024
Q1 		$669K Sell
2,371
-43
-2% -$12.5K 0.1% 160
2023
Q4 		$716K Buy
2,414
+55
+2% +$15K 0.12% 146
2023
Q3 		$621K Buy
2,359
+12
+0.5% +$3.42K 0.11% 150
2023
Q2 		$700K Hold
2,347
– – 0.1% 149
2023
Q1 		$656K Buy
2,347
+12
+0.5% +$3.21K 0.11% 140
2022
Q4 		$615K Buy
2,335
+19
+0.8% +$5.01K 0.11% 138
2022
Q3 		$534K Hold
2,316
– – 0.1% 142
2022
Q2 		$572K Sell
2,316
-3,981
-63% -$980K 0.11% 145
2022
Q1 		$1.56M Hold
6,297
– – 0.26% 92
2021
Q4 		$1.69M Hold
6,297
– – 0.3% 76
2021
Q3 		$1.52M Sell
6,297
-32
-0.5% -$7.64K 0.3% 79
2021
Q2 		$1.46M Sell
6,329
-54
-0.8% -$12.6K 0.21% 90
2021
Q1 		$1.43M Hold
6,383
– – 0.22% 82
2020
Q4 		$1.37M Buy
6,383
+86
+1% +$18.7K 0.24% 76
2020
Q3 		$1.38M Buy
6,297
+13
+0.2% +$2.67K 0.29% 64
2020
Q2 		$1.16M Hold
6,284
– – 0.37% 57
2020
Q1 		$1.04M Buy
6,284
+2,400
+62% +$473K 0.43% 52
2019
Q4 		$767K Buy
+3,884
New +$770K 0.24% 73

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

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

Keebeck Wealth Management reduced its McDonald's (MCD) stake by 7% in Q2 2026, selling an estimated $67.7K and leaving 3,147 shares worth $851K. The position accounts for 0.08% of the portfolio, ranked #185.

Keebeck Wealth Management first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.69M in Q4 2021. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Keebeck Wealth Management held 3,147 shares of McDonald's worth $851K as of Q2 2026.
  • Keebeck Wealth Management sold 236 McDonald's shares in Q2 2026, an estimated $67.7K.
  • McDonald's made up 0.08% of Keebeck Wealth Management's portfolio in Q2 2026, its #185 holding.
  • Keebeck Wealth Management first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • Keebeck Wealth Management's McDonald's position peaked at $1.69M in Q4 2021.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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