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MPWM Advisory Solutions’s McDonald's MCD Stock Holding History

MPWM Advisory Solutions’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 		$15K Hold
55
– – 0.01% 314
2026
Q1 		$17.1K Hold
55
– – 0.01% 286
2025
Q4 		$16.7K Buy
55
+1
+2% +$306 0.01% 269
2025
Q3 		$16.5K Hold
54
– – 0.01% 251
2025
Q2 		$15.8K Sell
54
-87
-62% -$26.8K 0.01% 260
2025
Q1 		$44K Buy
141
+1
+0.7% +$299 0.03% 159
2024
Q4 		$40.7K Buy
+140
New +$41.7K 0.03% 167

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

MPWM Advisory Solutions's MCD Position: Q2 2026 in Review

MPWM Advisory Solutions held its McDonald's (MCD) position steady in Q2 2026 at 55 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #314.

MPWM Advisory Solutions first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $44K in Q1 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • MPWM Advisory Solutions held 55 shares of McDonald's worth $15K as of Q2 2026.
  • MPWM Advisory Solutions left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #314 holding.
  • MPWM Advisory Solutions first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's McDonald's position peaked at $44K in Q1 2025.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.