Keyvantage Wealth’s McDonald's MCD Stock Holding History

Keyvantage Wealth’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	–	Sell	-785	Closed	-$244K	–	103
2026 Q1	$244K	Buy	+785	New	+$250K	0.11%	83
2025 Q3	–	Sell	-725	Closed	-$212K	–	101
2025 Q2	$212K	Sell	725 -117	-14%	-$36.1K	0.1%	91
2025 Q1	$263K	Buy	+842	New	+$252K	0.13%	77

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

Keyvantage Wealth's MCD Position: Q2 2026 in Review

Keyvantage Wealth sold out of McDonald's (MCD) in Q2 2026, closing a stake of 785 shares — an estimated $244K sold.

Keyvantage Wealth first reported a position in MCD in Q1 2025 and held it in 3 quarters. The position peaked at $263K in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Keyvantage Wealth reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Keyvantage Wealth sold 785 McDonald's shares in Q2 2026, an estimated $244K.
Keyvantage Wealth first reported a position in McDonald's in Q1 2025 and held it in 3 quarters.
Keyvantage Wealth's McDonald's position peaked at $263K in Q1 2025.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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