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Keystone Wealth Services’s McDonald's MCD Stock Holding History

Keystone Wealth Services’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 		$589K Buy
2,180
+593
+37% +$170K 0.11% 187
2026
Q1 		$493K Sell
1,587
-84
-5% -$26.8K 0.11% 192
2025
Q4 		$511K Buy
1,671
+130
+8% +$39.8K 0.11% 146
2025
Q3 		$468K Sell
1,541
-21
-1% -$6.39K 0.1% 191
2025
Q2 		$457K Sell
1,562
-1
-0.1% -$308 0.11% 181
2025
Q1 		$488K Sell
1,563
-104
-6% -$31.1K 0.13% 154
2024
Q4 		$483K Sell
1,667
-146
-8% -$43.5K 0.13% 155
2024
Q3 		$552K Buy
1,813
+54
+3% +$14.9K 0.15% 133
2024
Q2 		$448K Buy
1,759
+61
+4% +$16.2K 0.14% 137
2024
Q1 		$479K Sell
1,698
-186
-10% -$54.1K 0.16% 131
2023
Q4 		$559K Sell
1,884
-106
-5% -$28.9K 0.19% 114
2023
Q3 		$524K Sell
1,990
-62
-3% -$17.7K 0.2% 113
2023
Q2 		$612K Sell
2,052
-152
-7% -$44.2K 0.23% 99
2023
Q1 		$616K Buy
2,204
+32
+1% +$8.57K 0.25% 91
2022
Q4 		$572K Buy
2,172
+6
+0.3% +$1.58K 0.25% 93
2022
Q3 		$500K Buy
2,166
+6
+0.3% +$1.53K 0.24% 84
2022
Q2 		$533K Sell
2,160
-153
-7% -$37.7K 0.24% 86
2022
Q1 		$572K Sell
2,313
-8
-0.3% -$1.99K 0.23% 93
2021
Q4 		$622K Buy
+2,321
New +$586K 0.25% 82

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

Keystone Wealth Services's MCD Position: Q2 2026 in Review

Keystone Wealth Services increased its McDonald's (MCD) stake by 37% in Q2 2026, buying an estimated $170K and bringing the position to 2,180 shares worth $589K. The position accounts for 0.11% of the portfolio, ranked #187.

Keystone Wealth Services first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $622K in Q4 2021. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Keystone Wealth Services held 2,180 shares of McDonald's worth $589K as of Q2 2026.
  • Keystone Wealth Services bought 593 McDonald's shares in Q2 2026, an estimated $170K.
  • McDonald's made up 0.11% of Keystone Wealth Services's portfolio in Q2 2026, its #187 holding.
  • Keystone Wealth Services first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Keystone Wealth Services's McDonald's position peaked at $622K in Q4 2021.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.