MWM
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Modern Wealth Management’s McDonald's MCD Stock Holding History

Modern 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 		$4.63M Buy
17,139
+4,755
+38% +$1.36M 0.06% 270
2026
Q1 		$3.81M Buy
12,384
+1,874
+18% +$597K 0.07% 231
2025
Q4 		$3.21M Buy
10,510
+310
+3% +$94.9K 0.06% 239
2025
Q3 		$3.1M Buy
10,200
+125
+1% +$38K 0.06% 235
2025
Q2 		$2.94M Sell
10,075
-145
-1% -$44.7K 0.07% 223
2025
Q1 		$3.19M Buy
10,220
+84
+0.8% +$25.1K 0.1% 167
2024
Q4 		$2.94M Buy
10,136
+1,693
+20% +$505K 0.11% 154
2024
Q3 		$2.57M Buy
8,443
+41
+0.5% +$11.3K 0.16% 95
2024
Q2 		$2.14M Buy
8,402
+1,938
+30% +$514K 0.16% 85
2024
Q1 		$1.82M Buy
6,464
+3,075
+91% +$894K 0.17% 78
2023
Q4 		$1M Buy
+3,389
New +$922K 0.13% 62

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

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

Modern Wealth Management increased its McDonald's (MCD) stake by 38% in Q2 2026, buying an estimated $1.36M and bringing the position to 17,139 shares worth $4.63M. The position accounts for 0.06% of the portfolio, ranked #270.

Modern Wealth Management first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Modern Wealth Management held 17,139 shares of McDonald's worth $4.63M as of Q2 2026.
  • Modern Wealth Management bought 4,755 McDonald's shares in Q2 2026, an estimated $1.36M.
  • McDonald's made up 0.06% of Modern Wealth Management's portfolio in Q2 2026, its #270 holding.
  • Modern Wealth Management first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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