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

Maridea 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	–	Sell	-1,857	Closed	-$577K	–	577
2026 Q1	$577K	Sell	1,857 -6,714	-78%	-$2.14M	0.08%	230
2025 Q4	$2.62M	Sell	8,571 -520	-6%	-$159K	0.39%	62
2025 Q3	$2.8M	Buy	9,091 +5,779	+174%	+$1.76M	0.44%	55
2025 Q2	$968K	Buy	3,312 +880	+36%	+$271K	0.25%	80
2025 Q1	$760K	Buy	2,432 +912	+60%	+$273K	0.25%	73
2024 Q4	$441K	Buy	+1,520	New	+$453K	0.14%	132

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

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

Maridea Wealth Management sold out of McDonald's (MCD) in Q2 2026, closing a stake of 1,857 shares — an estimated $577K sold.

Maridea Wealth Management first reported a position in MCD in Q4 2024 and held it in 6 quarters. The position peaked at $2.8M in Q3 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Maridea Wealth Management reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Maridea Wealth Management sold 1,857 McDonald's shares in Q2 2026, an estimated $577K.
Maridea Wealth Management first reported a position in McDonald's in Q4 2024 and held it in 6 quarters.
Maridea Wealth Management's McDonald's position peaked at $2.8M in Q3 2025.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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