MASECO Private Wealth’s McDonald's MCD Stock Holding History

MASECO Private Wealth’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	$327K	Buy	1,208 +2	+0.2%	+$573	0.01%	99
2026 Q1	$375K	Sell	1,206 -410	-25%	-$131K	0.01%	87
2025 Q4	$494K	Buy	+1,616	New	+$495K	0.02%	69
2025 Q3	–	Sell	-1,990	Closed	-$581K	–	411
2025 Q2	$581K	Buy	+1,990	New	+$614K	0.02%	75

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 $3.38T AUM 44.17% 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

MASECO Private Wealth's MCD Position: Q2 2026 in Review

MASECO Private Wealth increased its McDonald's (MCD) stake by 0.17% in Q2 2026, buying an estimated $573 and bringing the position to 1,208 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #99.

MASECO Private Wealth first reported a position in MCD in Q2 2025 and has held it in 4 quarters since. The position peaked at $581K in Q2 2025. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

MASECO Private Wealth held 1,208 shares of McDonald's worth $327K as of Q2 2026.
MASECO Private Wealth bought 2 McDonald's shares in Q2 2026, an estimated $573.
McDonald's made up 0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #99 holding.
MASECO Private Wealth first reported a position in McDonald's in Q2 2025 and has held it in 4 quarters since.
MASECO Private Wealth's McDonald's position peaked at $581K in Q2 2025.
3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.