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

Liberty 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 		$472K Hold
1,518
– – 0.06% 153
2026
Q1 		$472K Buy
1,518
+182
+14% +$58K 0.06% 153
2025
Q4 		$408K Buy
1,336
+37
+3% +$11.3K 0.05% 156
2025
Q3 		$395K Buy
1,299
+2
+0.2% +$609 0.06% 150
2025
Q2 		$379K Buy
1,297
+96
+8% +$29.6K 0.06% 148
2025
Q1 		$375K Buy
1,201
+27
+2% +$8.08K 0.07% 104
2024
Q4 		$340K Buy
1,174
+2
+0.2% +$596 0.06% 154
2024
Q3 		$357K Sell
1,172
-5,226
-82% -$1.44M 0.06% 146
2024
Q2 		$207K Buy
+6,398
New +$1.7M 0.04% 192
2024
Q1 		– Sell
-628
Closed -$248K – 193
2023
Q4 		$248K Sell
628
-208
-25% -$56.6K 0.05% 145
2023
Q3 		$220K Sell
836
-78
-9% -$22.2K 0.05% 160
2023
Q2 		$273K Sell
914
-1,212
-57% -$352K 0.07% 146
2023
Q1 		$586K Buy
+2,126
New +$570K 0.12% 111
2021
Q4 		– Sell
-629
Closed -$152K – 724
2021
Q3 		$152K Buy
629
+13
+2% +$3.1K 0.05% 208
2021
Q2 		$142K Buy
616
+2
+0.3% +$465 0.06% 168
2021
Q1 		$127K Hold
614
– – 0.06% 153
2020
Q4 		$127K Buy
614
+15
+3% +$3.26K 0.06% 151
2020
Q3 		$131K Buy
599
+1
+0.2% +$205 0.08% 133
2020
Q2 		$110K Sell
598
-11
-2% -$2.02K 0.08% 138
2020
Q1 		$101K Sell
609
-36
-6% -$7.09K 0.09% 141
2019
Q4 		$127K Sell
645
-31
-5% -$6.15K 0.1% 134
2019
Q3 		$145K Sell
676
-396
-37% -$84.9K 0.14% 114
2019
Q2 		$223K Buy
1,072
+450
+72% +$89.1K 0.2% 97
2019
Q1 		$118K Buy
622
+3
+0.5% +$544 0.09% 123
2018
Q4 		$109K Buy
+619
New +$110K 0.08% 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 Wealth Management's MCD Position: Q2 2026 in Review

Liberty Wealth Management held its McDonald's (MCD) position steady in Q2 2026 at 1,518 shares worth $472K. The position accounts for 0.06% of the portfolio, ranked #153.

Liberty Wealth Management first reported a position in MCD in Q4 2018 and has held it in 25 quarters since. The position peaked at $586K in Q1 2023. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Liberty Wealth Management held 1,518 shares of McDonald's worth $472K as of Q2 2026.
  • Liberty Wealth Management left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.06% of Liberty Wealth Management's portfolio in Q2 2026, its #153 holding.
  • Liberty Wealth Management first reported a position in McDonald's in Q4 2018 and has held it in 25 quarters since.
  • Liberty Wealth Management's McDonald's position peaked at $586K in Q1 2023.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.