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Montz Harcus Wealth Management’s McDonald's MCD Stock Holding History

Montz Harcus 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 		$461K Sell
1,707
-216
-11% -$61.9K 0.16% 52
2026
Q1 		$598K Buy
1,923
+6
+0.3% +$1.91K 0.24% 45
2025
Q4 		$586K Buy
1,917
+22
+1% +$6.74K 0.24% 43
2025
Q3 		$576K Buy
1,895
+67
+4% +$20.4K 0.25% 40
2025
Q2 		$534K Sell
1,828
-12
-0.7% -$3.7K 0.26% 43
2025
Q1 		$575K Buy
1,840
+9
+0.5% +$2.69K 0.31% 35
2024
Q4 		$531K Sell
1,831
-22
-1% -$6.56K 0.3% 38
2024
Q3 		$564K Sell
1,853
-8
-0.4% -$2.21K 0.33% 34
2024
Q2 		$474K Buy
1,861
+35
+2% +$9.29K 0.31% 35
2024
Q1 		$515K Buy
1,826
+21
+1% +$6.11K 0.35% 32
2023
Q4 		$535K Buy
1,805
+16
+0.9% +$4.36K 0.41% 29
2023
Q3 		$471K Sell
1,789
-21
-1% -$5.99K 0.4% 29
2023
Q2 		$540K Buy
1,810
+45
+3% +$13.1K 0.45% 26
2023
Q1 		$493K Buy
1,765
+1
+0.1% +$268 0.46% 26
2022
Q4 		$465K Buy
1,764
+9
+0.5% +$2.37K 0.46% 26
2022
Q3 		$405K Buy
1,755
+9
+0.5% +$2.3K 0.45% 28
2022
Q2 		$431K Buy
1,746
+62
+4% +$15.3K 0.45% 28
2022
Q1 		$416K Buy
1,684
+94
+6% +$23.4K 0.37% 31
2021
Q4 		$426K Buy
+1,590
New +$401K 0.37% 31

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

Montz Harcus Wealth Management's MCD Position: Q2 2026 in Review

Montz Harcus Wealth Management reduced its McDonald's (MCD) stake by 11% in Q2 2026, selling an estimated $61.9K and leaving 1,707 shares worth $461K. The position accounts for 0.16% of the portfolio, ranked #52.

Montz Harcus Wealth Management first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $598K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Montz Harcus Wealth Management held 1,707 shares of McDonald's worth $461K as of Q2 2026.
  • Montz Harcus Wealth Management sold 216 McDonald's shares in Q2 2026, an estimated $61.9K.
  • McDonald's made up 0.16% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Montz Harcus Wealth Management first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Montz Harcus Wealth Management's McDonald's position peaked at $598K in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.