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MBL Wealth’s McDonald's MCD Stock Holding History

MBL 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 		$741K Sell
2,740
-569
-17% -$163K 0.05% 166
2026
Q1 		$1.03M Buy
3,309
+27
+0.8% +$8.6K 0.08% 120
2025
Q4 		$1M Buy
3,282
+422
+15% +$129K 0.08% 118
2025
Q3 		$869K Buy
2,860
+855
+43% +$260K 0.08% 122
2025
Q2 		$586K Buy
2,005
+87
+5% +$26.8K 0.06% 134
2025
Q1 		$599K Buy
1,918
+796
+71% +$238K 0.06% 124
2024
Q4 		$325K Sell
1,122
-110
-9% -$32.8K 0.03% 166
2024
Q3 		$375K Sell
1,232
-227
-16% -$62.6K 0.04% 145
2024
Q2 		$372K Sell
1,459
-1,281
-47% -$340K 0.04% 146
2024
Q1 		$773K Sell
2,740
-305
-10% -$88.7K 0.09% 101
2023
Q4 		$903K Buy
3,045
+780
+34% +$212K 0.11% 88
2023
Q3 		$597K Sell
2,265
-120
-5% -$34.2K 0.08% 100
2023
Q2 		$712K Sell
2,385
-85
-3% -$24.7K 0.1% 89
2023
Q1 		$691K Sell
2,470
-24
-1% -$6.43K 0.11% 80
2022
Q4 		$657K Buy
2,494
+77
+3% +$20.3K 0.13% 83
2022
Q3 		$558K Buy
2,417
+75
+3% +$19.2K 0.12% 86
2022
Q2 		$578K Sell
2,342
-119
-5% -$29.3K 0.14% 83
2022
Q1 		$609K Buy
+2,461
New +$613K 0.15% 84
2021
Q1 		$427K Buy
1,903
+135
+8% +$28.9K 0.15% 96
2020
Q4 		$379K Buy
+1,768
New +$384K 0.15% 87

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

MBL Wealth's MCD Position: Q2 2026 in Review

MBL Wealth reduced its McDonald's (MCD) stake by 17% in Q2 2026, selling an estimated $163K and leaving 2,740 shares worth $741K. The position accounts for 0.05% of the portfolio, ranked #166.

MBL Wealth first reported a position in MCD in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.03M in Q1 2026. 3,459 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • MBL Wealth held 2,740 shares of McDonald's worth $741K as of Q2 2026.
  • MBL Wealth sold 569 McDonald's shares in Q2 2026, an estimated $163K.
  • McDonald's made up 0.05% of MBL Wealth's portfolio in Q2 2026, its #166 holding.
  • MBL Wealth first reported a position in McDonald's in Q4 2020 and has held it in 20 quarters since.
  • MBL Wealth's McDonald's position peaked at $1.03M in Q1 2026.
  • 3,459 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.