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

MorganRosel 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	$215K	Sell	797 -9	-1%	-$2.58K	0.07%	103
2026 Q1	$250K	Hold	806	–	–	0.1%	94
2025 Q4	$246K	Hold	806	–	–	0.06%	103
2025 Q3	$245K	Hold	806	–	–	0.06%	103
2025 Q2	$235K	Buy	806 +598	+288%	+$184K	0.06%	101
2025 Q1	$65K	Buy	+208	New	+$62.2K	0.02%	152

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

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

MorganRosel Wealth Management reduced its McDonald's (MCD) stake by 1.1% in Q2 2026, selling an estimated $2.58K and leaving 797 shares worth $215K. The position accounts for 0.07% of the portfolio, ranked #103.

MorganRosel Wealth Management first reported a position in MCD in Q1 2025 and has held it in 6 quarters since. The position peaked at $250K in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

MorganRosel Wealth Management held 797 shares of McDonald's worth $215K as of Q2 2026.
MorganRosel Wealth Management sold 9 McDonald's shares in Q2 2026, an estimated $2.58K.
McDonald's made up 0.07% of MorganRosel Wealth Management's portfolio in Q2 2026, its #103 holding.
MorganRosel Wealth Management first reported a position in McDonald's in Q1 2025 and has held it in 6 quarters since.
MorganRosel Wealth Management's McDonald's position peaked at $250K in Q1 2026.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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