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McCarter Private Wealth Services’s McDonald's MCD Stock Holding History

McCarter Private Wealth Services’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 		$424K Sell
1,569
-217
-12% -$62.2K 0.15% 121
2026
Q1 		$555K Buy
1,786
+174
+11% +$55.4K 0.24% 87
2025
Q4 		$493K Buy
1,612
+452
+39% +$138K 0.22% 90
2025
Q3 		$353K Buy
1,160
+25
+2% +$7.61K 0.18% 99
2025
Q2 		$332K Hold
1,135
– – 0.19% 91
2025
Q1 		$355K Buy
1,135
+90
+9% +$26.9K 0.23% 73
2024
Q4 		$303K Sell
1,045
-105
-9% -$31.3K 0.19% 81
2024
Q3 		$350K Buy
+1,150
New +$317K 0.22% 78

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

McCarter Private Wealth Services's MCD Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its McDonald's (MCD) stake by 12% in Q2 2026, selling an estimated $62.2K and leaving 1,569 shares worth $424K. The position accounts for 0.15% of the portfolio, ranked #121.

McCarter Private Wealth Services first reported a position in MCD in Q3 2024 and has held it in 8 quarters since. The position peaked at $555K in Q1 2026. 3,463 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • McCarter Private Wealth Services held 1,569 shares of McDonald's worth $424K as of Q2 2026.
  • McCarter Private Wealth Services sold 217 McDonald's shares in Q2 2026, an estimated $62.2K.
  • McDonald's made up 0.15% of McCarter Private Wealth Services's portfolio in Q2 2026, its #121 holding.
  • McCarter Private Wealth Services first reported a position in McDonald's in Q3 2024 and has held it in 8 quarters since.
  • McCarter Private Wealth Services's McDonald's position peaked at $555K in Q1 2026.
  • 3,463 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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