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

Mindset 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 		$295K Sell
1,090
-48
-4% -$13.8K 0.06% 142
2026
Q1 		$354K Hold
1,138
– – 0.09% 110
2025
Q4 		$348K Sell
1,138
-65
-5% -$19.9K 0.09% 114
2025
Q3 		$366K Hold
1,203
– – 0.1% 103
2025
Q2 		$352K Buy
1,203
+200
+20% +$61.7K 0.12% 94
2025
Q1 		$313K Buy
1,003
+114
+13% +$34.1K 0.12% 92
2024
Q4 		$258K Hold
889
– – 0.09% 106
2024
Q3 		$271K Buy
+889
New +$245K 0.11% 99

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

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

Mindset Wealth Management reduced its McDonald's (MCD) stake by 4.2% in Q2 2026, selling an estimated $13.8K and leaving 1,090 shares worth $295K. The position accounts for 0.06% of the portfolio, ranked #142.

Mindset Wealth Management first reported a position in MCD in Q3 2024 and has held it in 8 quarters since. The position peaked at $366K in Q3 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Mindset Wealth Management held 1,090 shares of McDonald's worth $295K as of Q2 2026.
  • Mindset Wealth Management sold 48 McDonald's shares in Q2 2026, an estimated $13.8K.
  • McDonald's made up 0.06% of Mindset Wealth Management's portfolio in Q2 2026, its #142 holding.
  • Mindset Wealth Management first reported a position in McDonald's in Q3 2024 and has held it in 8 quarters since.
  • Mindset Wealth Management's McDonald's position peaked at $366K in Q3 2025.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.