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Laurel Oak Wealth Management’s McDonald's MCD Stock Holding History

Laurel Oak 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 		$756K Sell
2,797
-21
-0.7% -$6.02K 0.11% 156
2026
Q1 		$876K Sell
2,818
-45
-2% -$14.3K 0.15% 124
2025
Q4 		$875K Buy
+2,863
New +$877K 0.15% 118

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

Laurel Oak Wealth Management's MCD Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its McDonald's (MCD) stake by 0.75% in Q2 2026, selling an estimated $6.02K and leaving 2,797 shares worth $756K. The position accounts for 0.11% of the portfolio, ranked #156.

Laurel Oak Wealth Management first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $876K in Q1 2026. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Laurel Oak Wealth Management held 2,797 shares of McDonald's worth $756K as of Q2 2026.
  • Laurel Oak Wealth Management sold 21 McDonald's shares in Q2 2026, an estimated $6.02K.
  • McDonald's made up 0.11% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #156 holding.
  • Laurel Oak Wealth Management first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's McDonald's position peaked at $876K in Q1 2026.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.