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

Kingsview 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
2021 Q2	–	Sell	-800	Closed	-$10K	–	970
2021 Q1	$10K	Buy	800 +700	+700%	+$150K	﹤0.01%	815
2020 Q4	$3K	Buy	+100	New	+$21.7K	﹤0.01%	705
2019 Q2	–	Sell	-400	Closed	-$1K	–	497
2019 Q1	$1K	Buy	+400	New	+$72.6K	﹤0.01%	476
2018 Q4	–	Sell	-100	Closed	-$1K	–	418
2018 Q3	$1K	Buy	+100	New	+$16K	﹤0.01%	398
2018 Q2	–	Sell	-2,200	Closed	-$3K	–	399
2018 Q1	$3K	Buy	+2,200	New	+$362K	﹤0.01%	332
2017 Q4	–	Sell	-9,400	Closed	-$6K	–	418
2017 Q3	$6K	Buy	9,400 +9,200	+4,600%	+$1.44M	﹤0.01%	297
2017 Q2	$1K	Sell	200 -1,300	-87%	-$188K	﹤0.01%	339
2017 Q1	$11K	Buy	+1,500	New	+$188K	0.01%	240

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

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

Kingsview Wealth Management reduced its McDonald's (MCD) stake by 35% in Q2 2026, selling an estimated $7.01M and leaving 45,557 shares worth $12.3M. The position accounts for 0.15% of the portfolio, ranked #119.

Kingsview Wealth Management first reported a position in MCD in Q1 2017 and has held it in 38 quarters since. The position peaked at $21.8M in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Kingsview Wealth Management held 45,557 shares of McDonald's worth $12.3M as of Q2 2026.
Kingsview Wealth Management sold 24,456 McDonald's shares in Q2 2026, an estimated $7.01M.
McDonald's made up 0.15% of Kingsview Wealth Management's portfolio in Q2 2026, its #119 holding.
Kingsview Wealth Management first reported a position in McDonald's in Q1 2017 and has held it in 38 quarters since.
Kingsview Wealth Management's McDonald's position peaked at $21.8M in Q1 2026.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.