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Liberty Square Wealth Partners’s McDonald's MCD Stock Holding History

Liberty Square Wealth Partners’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 		$221K Sell
818
-8
-1% -$2.29K 0.05% 134
2026
Q1 		$257K Buy
826
+8
+1% +$2.55K 0.07% 123
2025
Q4 		$250K Sell
818
-10
-1% -$3.06K 0.07% 126
2025
Q3 		$252K Hold
828
– – 0.08% 128
2025
Q2 		$242K Hold
828
– – 0.08% 127
2025
Q1 		$259K Hold
828
– – 0.1% 121
2024
Q4 		$255K Buy
+828
New +$247K 0.09% 123

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

Liberty Square Wealth Partners's MCD Position: Q2 2026 in Review

Liberty Square Wealth Partners reduced its McDonald's (MCD) stake by 0.97% in Q2 2026, selling an estimated $2.29K and leaving 818 shares worth $221K. The position accounts for 0.05% of the portfolio, ranked #134.

Liberty Square Wealth Partners first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $259K in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Liberty Square Wealth Partners held 818 shares of McDonald's worth $221K as of Q2 2026.
  • Liberty Square Wealth Partners sold 8 McDonald's shares in Q2 2026, an estimated $2.29K.
  • McDonald's made up 0.05% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #134 holding.
  • Liberty Square Wealth Partners first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Liberty Square Wealth Partners's McDonald's position peaked at $259K in Q1 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.