Oak Harbor Wealth Partners’s McDonald's MCD Stock Holding History

Oak Harbor Wealth Partners’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	$3.02M	Sell	11,163 -2,311	-17%	-$663K	1.12%	25
2026 Q1	$4.19M	Buy	13,474 +112	+0.8%	+$35.7K	0.98%	27
2025 Q4	$4.08M	Buy	13,362 +200	+2%	+$61.3K	0.98%	27
2025 Q3	$4M	Buy	13,162 +207	+2%	+$63K	0.99%	30
2025 Q2	$3.79M	Buy	12,955 +570	+5%	+$176K	1.02%	26
2025 Q1	$3.87M	Buy	12,385 +1,462	+13%	+$437K	1.11%	23
2024 Q4	$3.17M	Sell	10,923 -156	-1%	-$46.5K	0.92%	29
2024 Q3	$3.37M	Buy	11,079 +156	+1%	+$43K	0.96%	28
2024 Q2	$2.78M	Hold	10,923	–	–	0.88%	32
2024 Q1	$3.08M	Sell	10,923 -71	-0.6%	-$20.6K	0.96%	30
2023 Q4	$3.26M	Hold	10,994	–	–	1.09%	24
2023 Q3	$2.9M	Sell	10,994 -71	-0.6%	-$20.3K	1.03%	22
2023 Q2	$3.3M	Hold	11,065	–	–	1.13%	21
2023 Q1	$3.09M	Sell	11,065 -1,455	-12%	-$390K	1.13%	22
2022 Q4	$3.3M	Hold	12,520	–	–	1.26%	23
2022 Q3	$2.89M	Hold	12,520	–	–	1.13%	24
2022 Q2	$3.09M	Hold	12,520	–	–	1.23%	25
2022 Q1	$3.1M	Hold	12,520	–	–	1.02%	29
2021 Q4	$3.36M	Buy	+12,520	New	+$3.16M	1.15%	25

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

Oak Harbor Wealth Partners's MCD Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its McDonald's (MCD) stake by 17% in Q2 2026, selling an estimated $663K and leaving 11,163 shares worth $3.02M. The position accounts for 1.12% of the portfolio, ranked #25.

Oak Harbor Wealth Partners first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.19M in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Oak Harbor Wealth Partners held 11,163 shares of McDonald's worth $3.02M as of Q2 2026.
Oak Harbor Wealth Partners sold 2,311 McDonald's shares in Q2 2026, an estimated $663K.
McDonald's made up 1.12% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #25 holding.
Oak Harbor Wealth Partners first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
Oak Harbor Wealth Partners's McDonald's position peaked at $4.19M in Q1 2026.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.