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Meridian Wealth Partners’s McDonald's MCD Stock Holding History

Meridian Wealth Partners’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 		$461K Sell
1,705
-75
-4% -$21.5K 0.06% 75
2026
Q1 		$553K Sell
1,780
-4
-0.2% -$1.27K 0.08% 60
2025
Q4 		$545K Sell
1,784
-4
-0.2% -$1.23K 0.08% 57
2025
Q3 		$543K Sell
1,788
-9
-0.5% -$2.74K 0.07% 55
2025
Q2 		$525K Buy
1,797
+27
+2% +$8.32K 0.08% 58
2025
Q1 		$553K Sell
1,770
-83
-4% -$24.8K 0.09% 55
2024
Q4 		$537K Sell
1,853
-2
-0.1% -$596 0.08% 57
2024
Q3 		$565K Buy
1,855
+3
+0.2% +$827 0.09% 56
2024
Q2 		$472K Buy
1,852
+1
+0.1% +$265 0.08% 57
2024
Q1 		$522K Buy
1,851
+62
+3% +$18K 0.09% 56
2023
Q4 		$531K Buy
1,789
+23
+1% +$6.26K 0.1% 51
2023
Q3 		$465K Buy
1,766
+10
+0.6% +$2.85K 0.1% 49
2023
Q2 		$524K Buy
1,756
+26
+2% +$7.55K 0.11% 45
2023
Q1 		$484K Buy
1,730
+108
+7% +$28.9K 0.11% 47
2022
Q4 		$428K Buy
1,622
+9
+0.6% +$2.37K 0.1% 48
2022
Q3 		$373K Buy
1,613
+9
+0.6% +$2.3K 0.09% 51
2022
Q2 		$396K Buy
1,604
+354
+28% +$87.2K 0.09% 48
2022
Q1 		$309K Sell
1,250
-256
-17% -$63.8K 0.07% 59
2021
Q4 		$404K Buy
1,506
+65
+5% +$16.4K 0.08% 50
2021
Q3 		$348K Buy
1,441
+193
+15% +$46.1K 0.08% 50
2021
Q2 		$288K Sell
1,248
-162
-11% -$37.7K 0.07% 63
2021
Q1 		$316K Buy
1,410
+26
+2% +$5.56K 0.09% 51
2020
Q4 		$297K Buy
1,384
+11
+0.8% +$2.39K 0.12% 48
2020
Q3 		$301K Buy
1,373
+2
+0.1% +$411 0.15% 43
2020
Q2 		$252K Sell
1,371
-57
-4% -$10.5K 0.14% 47
2020
Q1 		$236K Buy
1,428
+38
+3% +$7.49K 0.14% 48
2019
Q4 		$275K Buy
+1,390
New +$276K 0.17% 44

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

Meridian Wealth Partners's MCD Position: Q2 2026 in Review

Meridian Wealth Partners reduced its McDonald's (MCD) stake by 4.2% in Q2 2026, selling an estimated $21.5K and leaving 1,705 shares worth $461K. The position accounts for 0.06% of the portfolio, ranked #75.

Meridian Wealth Partners first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $565K in Q3 2024. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Meridian Wealth Partners held 1,705 shares of McDonald's worth $461K as of Q2 2026.
  • Meridian Wealth Partners sold 75 McDonald's shares in Q2 2026, an estimated $21.5K.
  • McDonald's made up 0.06% of Meridian Wealth Partners's portfolio in Q2 2026, its #75 holding.
  • Meridian Wealth Partners first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • Meridian Wealth Partners's McDonald's position peaked at $565K in Q3 2024.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.