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Medallion Wealth Advisors’s McDonald's MCD Stock Holding History

Medallion Wealth Advisors’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 		$205K Buy
3,200
+2,264
+242% +$649K 0.06% 235
2026
Q1 		$291K Buy
936
+203
+28% +$64.7K 0.09% 189
2025
Q4 		$224K Sell
733
-19
-3% -$5.82K 0.08% 227
2025
Q3 		$229K Sell
752
-1
-0.1% -$304 0.08% 212
2025
Q2 		$223K Sell
753
-2
-0.3% -$617 0.09% 214
2025
Q1 		$237K Buy
755
+119
+19% +$35.6K 0.11% 182
2024
Q4 		$187K Buy
+636
New +$190K 0.09% 195

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

Medallion Wealth Advisors's MCD Position: Q2 2026 in Review

Medallion Wealth Advisors increased its McDonald's (MCD) stake by 242% in Q2 2026, buying an estimated $649K and bringing the position to 3,200 shares worth $205K. The position accounts for 0.06% of the portfolio, ranked #235.

Medallion Wealth Advisors first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $291K in Q1 2026. 3,473 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Medallion Wealth Advisors held 3,200 shares of McDonald's worth $205K as of Q2 2026.
  • Medallion Wealth Advisors bought 2,264 McDonald's shares in Q2 2026, an estimated $649K.
  • McDonald's made up 0.06% of Medallion Wealth Advisors's portfolio in Q2 2026, its #235 holding.
  • Medallion Wealth Advisors first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's McDonald's position peaked at $291K in Q1 2026.
  • 3,473 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.