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Marks Group Wealth Management’s McDonald's MCD Stock Holding History

Marks Group 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 		$336K Buy
1,243
+335
+37% +$96.1K 0.03% 305
2026
Q1 		$282K Sell
908
-300
-25% -$95.6K 0.03% 297
2025
Q4 		$369K Buy
1,208
+9
+0.8% +$2.76K 0.04% 269
2025
Q3 		$364K Hold
1,199
– – 0.03% 246
2025
Q2 		$350K Hold
1,199
– – 0.03% 256
2025
Q1 		$375K Hold
1,199
– – 0.04% 260
2024
Q4 		$348K Hold
1,199
– – 0.03% 244
2024
Q3 		$365K Sell
1,199
-96
-7% -$26.5K 0.03% 242
2024
Q2 		$330K Sell
1,295
-48
-4% -$12.7K 0.03% 248
2024
Q1 		$379K Sell
1,343
-30
-2% -$8.72K 0.04% 241
2023
Q4 		$407K Buy
1,373
+125
+10% +$34K 0.05% 230
2023
Q3 		$329K Sell
1,248
-122
-9% -$34.8K 0.04% 235
2023
Q2 		$409K Sell
1,370
-14
-1% -$4.07K 0.05% 224
2023
Q1 		$387K Buy
1,384
+94
+7% +$25.2K 0.05% 229
2022
Q4 		$340K Hold
1,290
– – 0.05% 236
2022
Q3 		$298K Sell
1,290
-2,518
-66% -$644K 0.05% 236
2022
Q2 		$940K Buy
3,808
+601
+19% +$148K 0.14% 167
2022
Q1 		$793K Buy
3,207
+677
+27% +$169K 0.1% 191
2021
Q4 		$679K Buy
2,530
+574
+29% +$145K 0.08% 207
2021
Q3 		$469K Buy
1,956
+375
+24% +$89.5K 0.06% 208
2021
Q2 		$368K Buy
1,581
+128
+9% +$29.8K 0.05% 200
2021
Q1 		$330K Buy
1,453
+77
+6% +$16.5K 0.05% 203
2020
Q4 		$295K Buy
+1,376
New +$299K 0.05% 215

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

Marks Group Wealth Management's MCD Position: Q2 2026 in Review

Marks Group Wealth Management increased its McDonald's (MCD) stake by 37% in Q2 2026, buying an estimated $96.1K and bringing the position to 1,243 shares worth $336K. The position accounts for 0.03% of the portfolio, ranked #305.

Marks Group Wealth Management first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $940K in Q2 2022. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Marks Group Wealth Management held 1,243 shares of McDonald's worth $336K as of Q2 2026.
  • Marks Group Wealth Management bought 335 McDonald's shares in Q2 2026, an estimated $96.1K.
  • McDonald's made up 0.03% of Marks Group Wealth Management's portfolio in Q2 2026, its #305 holding.
  • Marks Group Wealth Management first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • Marks Group Wealth Management's McDonald's position peaked at $940K in Q2 2022.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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