Naviter Wealth’s McDonald's MCD Stock Holding History

Naviter 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	$2.29M	Buy	8,489 +305	+4%	+$87.5K	0.21%	110
2026 Q1	$2.54M	Buy	8,184 +355	+5%	+$113K	0.32%	74
2025 Q4	$2.39M	Sell	7,829 -1,721	-18%	-$527K	0.31%	78
2025 Q3	$2.9M	Buy	9,550 +50	+0.5%	+$15.2K	0.34%	73
2025 Q2	$2.78M	Buy	9,500 +74	+0.8%	+$22.8K	0.34%	76
2025 Q1	$2.89M	Buy	9,426 +16	+0.2%	+$4.79K	0.35%	73
2024 Q4	$2.73M	Buy	9,410 +4,330	+85%	+$1.29M	0.33%	76
2024 Q3	$1.55M	Sell	5,080 -213	-4%	-$58.7K	0.22%	131
2024 Q2	$1.35M	Buy	5,293 +454	+9%	+$120K	0.2%	137
2024 Q1	$1.36M	Buy	+4,839	New	+$1.41M	0.22%	128
2023 Q1	–	Sell	-5,068	Closed	-$1.37M	–	208
2022 Q4	$1.37M	Buy	5,068 +538	+12%	+$142K	0.38%	61
2022 Q3	$1.04M	Buy	4,530 +438	+11%	+$112K	0.43%	50
2022 Q2	$1.01M	Buy	+4,092	New	+$1.01M	0.41%	53

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

Naviter Wealth's MCD Position: Q2 2026 in Review

Naviter Wealth increased its McDonald's (MCD) stake by 3.7% in Q2 2026, buying an estimated $87.5K and bringing the position to 8,489 shares worth $2.29M. The position accounts for 0.21% of the portfolio, ranked #110.

Naviter Wealth first reported a position in MCD in Q2 2022 and has held it in 13 quarters since. The position peaked at $2.9M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Naviter Wealth held 8,489 shares of McDonald's worth $2.29M as of Q2 2026.
Naviter Wealth bought 305 McDonald's shares in Q2 2026, an estimated $87.5K.
McDonald's made up 0.21% of Naviter Wealth's portfolio in Q2 2026, its #110 holding.
Naviter Wealth first reported a position in McDonald's in Q2 2022 and has held it in 13 quarters since.
Naviter Wealth's McDonald's position peaked at $2.9M in Q3 2025.
3,472 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.