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

Level 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	$289K	Hold	1,069	–	–	0.12%	57
2026 Q1	$332K	Buy	1,069 +39	+4%	+$12.4K	0.16%	50
2025 Q4	$315K	Hold	1,030	–	–	0.16%	48
2025 Q3	$313K	Hold	1,030	–	–	0.16%	52
2025 Q2	$301K	Hold	1,030	–	–	0.18%	51
2025 Q1	$322K	Hold	1,030	–	–	0.21%	39
2024 Q4	$299K	Buy	+1,030	New	+$307K	0.21%	42

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

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

Level Wealth Management held its McDonald's (MCD) position steady in Q2 2026 at 1,069 shares worth $289K. The position accounts for 0.12% of the portfolio, ranked #57.

Level Wealth Management first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $332K in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Level Wealth Management held 1,069 shares of McDonald's worth $289K as of Q2 2026.
Level Wealth Management left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.12% of Level Wealth Management's portfolio in Q2 2026, its #57 holding.
Level Wealth Management first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
Level Wealth Management's McDonald's position peaked at $332K in Q1 2026.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Level Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.