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Mosaic Family Wealth Partners’s McDonald's MCD Stock Holding History

Mosaic Family Wealth Partners’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 		$2.78M Buy
10,282
+4,684
+84% +$1.34M 0.19% 87
2026
Q1 		$1.74M Buy
5,598
+7
+0.1% +$2.23K 0.18% 78
2025
Q4 		$1.71M Buy
5,591
+13
+0.2% +$3.98K 0.19% 67
2025
Q3 		$1.69M Buy
5,578
+246
+5% +$74.9K 0.2% 55
2025
Q2 		$1.56M Sell
5,332
-84
-2% -$25.9K 0.2% 53
2025
Q1 		$1.69M Buy
5,416
+138
+3% +$41.3K 0.24% 47
2024
Q4 		$1.53M Buy
5,278
+2
+0% +$596 0.22% 49
2024
Q3 		$1.61M Sell
5,276
-5
-0.1% -$1.38K 0.24% 47
2024
Q2 		$1.35M Sell
5,281
-1,145
-18% -$304K 0.22% 57
2024
Q1 		$1.81M Buy
6,426
+7
+0.1% +$2.04K 0.3% 38
2023
Q4 		$1.9M Sell
6,419
-40
-0.6% -$10.9K 0.33% 39
2023
Q3 		$1.7M Sell
6,459
-29
-0.4% -$8.27K 0.34% 36
2023
Q2 		$1.93M Buy
6,488
+2
+0% +$581 0.38% 37
2023
Q1 		$1.81M Buy
6,486
+4
+0.1% +$1.07K 0.38% 37
2022
Q4 		$1.71M Buy
+6,482
New +$1.71M 0.48% 36

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

Mosaic Family Wealth Partners's MCD Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its McDonald's (MCD) stake by 84% in Q2 2026, buying an estimated $1.34M and bringing the position to 10,282 shares worth $2.78M. The position accounts for 0.19% of the portfolio, ranked #87.

Mosaic Family Wealth Partners first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Mosaic Family Wealth Partners held 10,282 shares of McDonald's worth $2.78M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 4,684 McDonald's shares in Q2 2026, an estimated $1.34M.
  • McDonald's made up 0.19% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #87 holding.
  • Mosaic Family Wealth Partners first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.