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

McMill 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	$453K	Hold	1,676	–	–	0.11%	44
2026 Q1	$521K	Hold	1,676	–	–	0.14%	42
2025 Q4	$512K	Hold	1,676	–	–	0.14%	40
2025 Q3	$509K	Hold	1,676	–	–	0.15%	40
2025 Q2	$489K	Buy	1,676 +1	+0.1%	+$308	0.16%	39
2025 Q1	$523K	Buy	+1,675	New	+$501K	0.19%	36

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

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

McMill Wealth Management held its McDonald's (MCD) position steady in Q2 2026 at 1,676 shares worth $453K. The position accounts for 0.11% of the portfolio, ranked #44.

McMill Wealth Management first reported a position in MCD in Q1 2025 and has held it in 6 quarters since. The position peaked at $523K in Q1 2025. 3,465 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

McMill Wealth Management held 1,676 shares of McDonald's worth $453K as of Q2 2026.
McMill Wealth Management left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.11% of McMill Wealth Management's portfolio in Q2 2026, its #44 holding.
McMill Wealth Management first reported a position in McDonald's in Q1 2025 and has held it in 6 quarters since.
McMill Wealth Management's McDonald's position peaked at $523K in Q1 2025.
3,465 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on McMill Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.