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National Wealth Management Group’s McDonald's MCD Stock Holding History

National Wealth Management Group’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 		$383K Sell
1,418
-43
-3% -$12.3K 0.12% 146
2026
Q1 		$454K Sell
1,461
-171
-10% -$54.5K 0.17% 124
2025
Q4 		$499K Sell
1,632
-156
-9% -$47.8K 0.17% 127
2025
Q3 		$543K Buy
+1,788
New +$544K 0.2% 114

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

National Wealth Management Group's MCD Position: Q2 2026 in Review

National Wealth Management Group reduced its McDonald's (MCD) stake by 2.9% in Q2 2026, selling an estimated $12.3K and leaving 1,418 shares worth $383K. The position accounts for 0.12% of the portfolio, ranked #146.

National Wealth Management Group first reported a position in MCD in Q3 2025 and has held it in 4 quarters since. The position peaked at $543K in Q3 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • National Wealth Management Group held 1,418 shares of McDonald's worth $383K as of Q2 2026.
  • National Wealth Management Group sold 43 McDonald's shares in Q2 2026, an estimated $12.3K.
  • McDonald's made up 0.12% of National Wealth Management Group's portfolio in Q2 2026, its #146 holding.
  • National Wealth Management Group first reported a position in McDonald's in Q3 2025 and has held it in 4 quarters since.
  • National Wealth Management Group's McDonald's position peaked at $543K in Q3 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.