MWA Asset Management’s McDonald's MCD Stock Holding History

MWA Asset 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	$319K	Sell	1,181 -1,096	-48%	-$314K	0.14%	105
2026 Q1	$708K	Sell	2,277 -236	-9%	-$75.2K	0.39%	69
2025 Q4	$768K	Sell	2,513 -421	-14%	-$129K	0.43%	59
2025 Q3	$892K	Sell	2,934 -60	-2%	-$18.3K	0.49%	52
2025 Q2	$875K	Buy	2,994 +5	+0.2%	+$1.54K	0.54%	53
2025 Q1	$934K	Buy	2,989 +153	+5%	+$45.8K	0.65%	52
2024 Q4	$822K	Buy	2,836 +203	+8%	+$60.5K	0.55%	55
2024 Q3	$802K	Buy	2,633 +60	+2%	+$16.5K	0.53%	59
2024 Q2	$656K	Sell	2,573 -286	-10%	-$75.9K	0.47%	65
2024 Q1	$806K	Sell	2,859 -11	-0.4%	-$3.2K	0.58%	58
2023 Q4	$851K	Buy	2,870 +51	+2%	+$13.9K	0.7%	50
2023 Q3	$743K	Buy	+2,819	New	+$804K	0.72%	48

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

MWA Asset Management's MCD Position: Q2 2026 in Review

MWA Asset Management reduced its McDonald's (MCD) stake by 48% in Q2 2026, selling an estimated $314K and leaving 1,181 shares worth $319K. The position accounts for 0.14% of the portfolio, ranked #105.

MWA Asset Management first reported a position in MCD in Q3 2023 and has held it in 12 quarters since. The position peaked at $934K in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

MWA Asset Management held 1,181 shares of McDonald's worth $319K as of Q2 2026.
MWA Asset Management sold 1,096 McDonald's shares in Q2 2026, an estimated $314K.
McDonald's made up 0.14% of MWA Asset Management's portfolio in Q2 2026, its #105 holding.
MWA Asset Management first reported a position in McDonald's in Q3 2023 and has held it in 12 quarters since.
MWA Asset Management's McDonald's position peaked at $934K in Q1 2025.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on MWA Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.