MBM Wealth Consultants’s McDonald's MCD Stock Holding History

MBM Wealth Consultants’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	-11	Closed	-$3.42K	–	262
2026 Q1	$3.42K	Buy	+11	New	+$3.5K	﹤0.01%	286
2021 Q1	–	Sell	-139	Closed	-$30K	–	263
2020 Q4	$30K	Buy	+139	New	+$30.2K	0.02%	155

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

MBM Wealth Consultants's MCD Position: Q2 2026 in Review

MBM Wealth Consultants sold out of McDonald's (MCD) in Q2 2026, closing a stake of 11 shares — an estimated $3.42K sold.

MBM Wealth Consultants first reported a position in MCD in Q4 2020 and held it in 2 quarters. The position peaked at $30K in Q4 2020. 3,459 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

MBM Wealth Consultants reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 11 McDonald's shares in Q2 2026, an estimated $3.42K.
MBM Wealth Consultants first reported a position in McDonald's in Q4 2020 and held it in 2 quarters.
MBM Wealth Consultants's McDonald's position peaked at $30K in Q4 2020.
3,459 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.