Net Worth Advisory Group’s McDonald's MCD Stock Holding History

Net Worth Advisory 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	$650K	Sell	2,405 -165	-6%	-$47.3K	0.16%	145
2026 Q1	$799K	Sell	2,570 -593	-19%	-$189K	0.17%	125
2025 Q4	$967K	Buy	3,163 +1,043	+49%	+$319K	0.2%	92
2025 Q3	$644K	Sell	2,120 -183	-8%	-$55.7K	0.19%	124
2025 Q2	$673K	Sell	2,303 -448	-16%	-$138K	0.15%	143
2025 Q1	$859K	Buy	2,751 +612	+29%	+$183K	0.27%	74
2024 Q4	$620K	Buy	2,139 +9	+0.4%	+$2.68K	0.19%	132
2024 Q3	$649K	Buy	+2,130	New	+$587K	0.19%	135

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

Net Worth Advisory Group's MCD Position: Q2 2026 in Review

Net Worth Advisory Group reduced its McDonald's (MCD) stake by 6.4% in Q2 2026, selling an estimated $47.3K and leaving 2,405 shares worth $650K. The position accounts for 0.16% of the portfolio, ranked #145.

Net Worth Advisory Group first reported a position in MCD in Q3 2024 and has held it in 8 quarters since. The position peaked at $967K in Q4 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Net Worth Advisory Group held 2,405 shares of McDonald's worth $650K as of Q2 2026.
Net Worth Advisory Group sold 165 McDonald's shares in Q2 2026, an estimated $47.3K.
McDonald's made up 0.16% of Net Worth Advisory Group's portfolio in Q2 2026, its #145 holding.
Net Worth Advisory Group first reported a position in McDonald's in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's McDonald's position peaked at $967K in Q4 2025.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.