KJWM
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Kiley Juergens Wealth Management’s McDonald's MCD Stock Holding History

Kiley Juergens 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 		$2.75M Sell
10,171
-567
-5% -$163K 0.43% 42
2026
Q1 		$3.34M Sell
10,738
-30
-0.3% -$9.56K 0.59% 31
2025
Q4 		$3.29M Buy
10,768
+167
+2% +$51.1K 0.71% 31
2025
Q3 		$3.22M Sell
10,601
-133
-1% -$40.5K 0.71% 31
2025
Q2 		$3.14M Sell
10,734
-272
-2% -$83.9K 0.72% 32
2025
Q1 		$3.44M Buy
11,006
+248
+2% +$74.2K 0.91% 27
2024
Q4 		$3.12M Buy
10,758
+13
+0.1% +$3.88K 0.78% 27
2024
Q3 		$3.27M Buy
10,745
+172
+2% +$47.4K 0.85% 26
2024
Q2 		$2.69M Sell
10,573
-72
-0.7% -$19.1K 0.75% 31
2024
Q1 		$3M Sell
10,645
-98
-0.9% -$28.5K 0.93% 27
2023
Q4 		$3.19M Buy
10,743
+168
+2% +$45.7K 1.07% 24
2023
Q3 		$2.79M Sell
10,575
-31
-0.3% -$8.84K 1.01% 26
2023
Q2 		$3.16M Sell
10,606
-69
-0.6% -$20K 1.09% 22
2023
Q1 		$2.98M Buy
+10,675
New +$2.86M 1.12% 24
2018
Q4 		– Sell
-4,286
Closed -$717K – 401
2018
Q3 		$717K Buy
4,286
+206
+5% +$33K 0.54% 38
2018
Q2 		$639K Buy
4,080
+1
+0% +$162 0.57% 38
2018
Q1 		$637K Sell
4,079
-117
-3% -$19.2K 0.69% 38
2017
Q4 		$722K Buy
+4,196
New +$705K 0.65% 30

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

Kiley Juergens Wealth Management's MCD Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its McDonald's (MCD) stake by 5.3% in Q2 2026, selling an estimated $163K and leaving 10,171 shares worth $2.75M. The position accounts for 0.43% of the portfolio, ranked #42.

Kiley Juergens Wealth Management first reported a position in MCD in Q4 2017 and has held it in 18 quarters since. The position peaked at $3.44M in Q1 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Kiley Juergens Wealth Management held 10,171 shares of McDonald's worth $2.75M as of Q2 2026.
  • Kiley Juergens Wealth Management sold 567 McDonald's shares in Q2 2026, an estimated $163K.
  • McDonald's made up 0.43% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Kiley Juergens Wealth Management first reported a position in McDonald's in Q4 2017 and has held it in 18 quarters since.
  • Kiley Juergens Wealth Management's McDonald's position peaked at $3.44M in Q1 2025.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.