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

Miller 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 		$19.2K Buy
71
+1
+1% +$287 0.01% 58
2026
Q1 		$21.8K Hold
70
– – 0.01% 53
2025
Q4 		$21.4K Sell
70
-55
-44% -$16.8K 0.01% 54
2025
Q3 		$38K Buy
+125
New +$38K 0.02% 39

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

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

Miller Wealth Advisors increased its McDonald's (MCD) stake by 1.4% in Q2 2026, buying an estimated $287 and bringing the position to 71 shares worth $19.2K. The position accounts for 0.01% of the portfolio, ranked #58.

Miller Wealth Advisors first reported a position in MCD in Q3 2025 and has held it in 4 quarters since. The position peaked at $38K in Q3 2025. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Miller Wealth Advisors held 71 shares of McDonald's worth $19.2K as of Q2 2026.
  • Miller Wealth Advisors bought 1 McDonald's share in Q2 2026, an estimated $287.
  • McDonald's made up 0.01% of Miller Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • Miller Wealth Advisors first reported a position in McDonald's in Q3 2025 and has held it in 4 quarters since.
  • Miller Wealth Advisors's McDonald's position peaked at $38K in Q3 2025.
  • 3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Miller Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.