Noble Family Wealth’s McDonald's MCD Stock Holding History

Noble Family 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	$392K	Sell	1,450 -325	-18%	-$93.2K	0.07%	60
2026 Q1	$552K	Sell	1,775 -170	-9%	-$54.2K	0.11%	52
2025 Q4	$594K	Hold	1,945	–	–	0.13%	52
2025 Q3	$591K	Buy	1,945 +325	+20%	+$98.9K	0.13%	52
2025 Q2	$473K	Hold	1,620	–	–	0.12%	58
2025 Q1	$506K	Hold	1,620	–	–	0.14%	49
2024 Q4	$469K	Hold	1,620	–	–	0.13%	52
2024 Q3	$493K	Hold	1,620	–	–	0.13%	51
2024 Q2	$413K	Buy	1,620 +150	+10%	+$39.8K	0.12%	53
2024 Q1	$414K	Hold	1,470	–	–	0.12%	53
2023 Q4	$436K	Hold	1,470	–	–	0.13%	52
2023 Q3	$387K	Buy	1,470 +20	+1%	+$5.7K	0.13%	51
2023 Q2	$433K	Hold	1,450	–	–	0.14%	50
2023 Q1	$405K	Buy	+1,450	New	+$388K	0.14%	50

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

Noble Family Wealth's MCD Position: Q2 2026 in Review

Noble Family Wealth reduced its McDonald's (MCD) stake by 18% in Q2 2026, selling an estimated $93.2K and leaving 1,450 shares worth $392K. The position accounts for 0.07% of the portfolio, ranked #60.

Noble Family Wealth first reported a position in MCD in Q1 2023 and has held it in 14 quarters since. The position peaked at $594K in Q4 2025. 3,475 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Noble Family Wealth held 1,450 shares of McDonald's worth $392K as of Q2 2026.
Noble Family Wealth sold 325 McDonald's shares in Q2 2026, an estimated $93.2K.
McDonald's made up 0.07% of Noble Family Wealth's portfolio in Q2 2026, its #60 holding.
Noble Family Wealth first reported a position in McDonald's in Q1 2023 and has held it in 14 quarters since.
Noble Family Wealth's McDonald's position peaked at $594K in Q4 2025.
3,475 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Noble Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.