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

Mattern 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 		$2.06M Sell
7,604
-101
-1% -$29K 0.34% 42
2026
Q1 		$2.39M Sell
7,705
-145
-2% -$46.2K 0.47% 36
2025
Q4 		$2.4M Sell
7,850
-132
-2% -$40.4K 0.46% 38
2025
Q3 		$2.43M Sell
7,982
-517
-6% -$157K 0.48% 36
2025
Q2 		$2.48M Sell
8,499
-57
-0.7% -$17.6K 0.52% 33
2025
Q1 		$2.67M Sell
8,556
-89
-1% -$26.6K 0.59% 35
2024
Q4 		$2.51M Sell
8,645
-989
-10% -$295K 0.55% 34
2024
Q3 		$2.93M Sell
9,634
-3,931
-29% -$1.08M 0.64% 33
2024
Q2 		$3.46M Sell
13,565
-1,381
-9% -$366K 0.83% 31
2024
Q1 		$4.21M Sell
14,946
-5
-0% -$1.45K 1.03% 24
2023
Q4 		$4.43M Sell
14,951
-114
-0.8% -$31K 1.14% 21
2023
Q3 		$3.97M Buy
15,065
+283
+2% +$80.7K 1.16% 18
2023
Q2 		$4.41M Buy
14,782
+939
+7% +$273K 1.29% 16
2023
Q1 		$3.87M Sell
13,843
-322
-2% -$86.3K 1.28% 17
2022
Q4 		$3.73M Buy
14,165
+371
+3% +$97.9K 1.51% 13
2022
Q3 		$3.18M Buy
13,794
+4
+0% +$1.02K 1.28% 19
2022
Q2 		$3.4M Buy
13,790
+31
+0.2% +$7.63K 1.33% 17
2022
Q1 		$3.4M Buy
13,759
+1,163
+9% +$290K 1.11% 20
2021
Q4 		$3.38M Sell
12,596
-5
-0% -$1.26K 0.99% 28
2021
Q3 		$3.04M Sell
12,601
-277
-2% -$66.1K 1.02% 25
2021
Q2 		$3.02M Sell
12,878
-71
-0.5% -$16.5K 0.96% 26
2021
Q1 		$2.9M Buy
12,949
+115
+0.9% +$24.6K 1.02% 24
2020
Q4 		$2.75M Sell
12,834
-520
-4% -$113K 1.04% 25
2020
Q3 		$2.93M Buy
13,354
+421
+3% +$86.4K 1.25% 24
2020
Q2 		$2.39M Buy
12,933
+464
+4% +$85.1K 1.16% 24
2020
Q1 		$2.06M Buy
12,469
+965
+8% +$190K 1.49% 19
2019
Q4 		$2.27M Buy
+11,504
New +$2.28M 1.36% 20

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

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

Mattern Wealth Management reduced its McDonald's (MCD) stake by 1.3% in Q2 2026, selling an estimated $29K and leaving 7,604 shares worth $2.06M. The position accounts for 0.34% of the portfolio, ranked #42.

Mattern Wealth Management first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.43M in Q4 2023. 3,459 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Mattern Wealth Management held 7,604 shares of McDonald's worth $2.06M as of Q2 2026.
  • Mattern Wealth Management sold 101 McDonald's shares in Q2 2026, an estimated $29K.
  • McDonald's made up 0.34% of Mattern Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Mattern Wealth Management first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • Mattern Wealth Management's McDonald's position peaked at $4.43M in Q4 2023.
  • 3,459 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.