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

Monograph 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	–	Sell	-1,870	Closed	-$581K	–	150
2026 Q1	$581K	Buy	+1,870	New	+$596K	0.06%	81
2025 Q1	–	Sell	-749	Closed	-$217K	–	122
2024 Q4	$217K	Buy	+749	New	+$223K	0.03%	107
2023 Q1	–	Sell	-769	Closed	-$203K	–	93
2022 Q4	$203K	Buy	+769	New	+$203K	0.05%	87

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Monograph Wealth Advisors sold out of McDonald's (MCD) in Q2 2026, closing a stake of 1,870 shares — an estimated $581K sold.

Monograph Wealth Advisors first reported a position in MCD in Q4 2022 and held it in 3 quarters. The position peaked at $581K in Q1 2026. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Monograph Wealth Advisors reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Monograph Wealth Advisors sold 1,870 McDonald's shares in Q2 2026, an estimated $581K.
Monograph Wealth Advisors first reported a position in McDonald's in Q4 2022 and held it in 3 quarters.
Monograph Wealth Advisors's McDonald's position peaked at $581K in Q1 2026.
3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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