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Morton Brown Family Wealth’s McDonald's MCD Stock Holding History

Morton Brown Family Wealth’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 		$453K Sell
1,674
-55
-3% -$15.8K 0.1% 40
2026
Q1 		$537K Buy
1,729
+2
+0.1% +$637 0.14% 35
2025
Q4 		$528K Buy
1,727
+765
+80% +$234K 0.14% 35
2025
Q3 		$292K Buy
962
+2
+0.2% +$609 0.08% 47
2025
Q2 		$281K Buy
960
+1
+0.1% +$308 0.09% 49
2025
Q1 		$300K Buy
959
+1
+0.1% +$299 0.1% 43
2024
Q4 		$278K Sell
958
-269
-22% -$80.2K 0.1% 48
2024
Q3 		$374K Buy
1,227
+1
+0.1% +$276 0.13% 41
2024
Q2 		$318K Buy
1,226
+126
+11% +$33.4K 0.13% 41
2024
Q1 		$310K Sell
1,100
-99
-8% -$28.8K 0.13% 40
2023
Q4 		$356K Buy
1,199
+101
+9% +$27.5K 0.16% 40
2023
Q3 		$289K Buy
1,098
+1
+0.1% +$285 0.15% 38
2023
Q2 		$327K Sell
1,097
-8
-0.7% -$2.32K 0.17% 40
2023
Q1 		$309K Buy
1,105
+11
+1% +$2.95K 0.18% 40
2022
Q4 		$288K Buy
1,094
+1
+0.1% +$264 0.2% 38
2022
Q3 		$252K Sell
1,093
-13
-1% -$3.32K 0.2% 36
2022
Q2 		$273K Buy
1,106
+16
+1% +$3.94K 0.21% 34
2022
Q1 		$270K Buy
1,090
+1
+0.1% +$249 0.2% 35
2021
Q4 		$292K Buy
+1,089
New +$275K 0.22% 34

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

Morton Brown Family Wealth's MCD Position: Q2 2026 in Review

Morton Brown Family Wealth reduced its McDonald's (MCD) stake by 3.2% in Q2 2026, selling an estimated $15.8K and leaving 1,674 shares worth $453K. The position accounts for 0.1% of the portfolio, ranked #40.

Morton Brown Family Wealth first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $537K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Morton Brown Family Wealth held 1,674 shares of McDonald's worth $453K as of Q2 2026.
  • Morton Brown Family Wealth sold 55 McDonald's shares in Q2 2026, an estimated $15.8K.
  • McDonald's made up 0.1% of Morton Brown Family Wealth's portfolio in Q2 2026, its #40 holding.
  • Morton Brown Family Wealth first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Morton Brown Family Wealth's McDonald's position peaked at $537K in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.