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Oakmont Advisory Group’s McDonald's MCD Stock Holding History

Oakmont 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 		$71.2K Buy
+264
New +$75.7K 0.06% 158

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

Oakmont Advisory Group's MCD Position: Q2 2026 in Review

Oakmont Advisory Group opened a new position in McDonald's (MCD) in Q2 2026: 264 shares worth $71.2K. The stake represents 0.06% of the portfolio and ranks #158 among its holdings.

3,442 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Oakmont Advisory Group held 264 shares of McDonald's worth $71.2K as of Q2 2026.
  • McDonald's was a new Oakmont Advisory Group position in Q2 2026.
  • McDonald's made up 0.06% of Oakmont Advisory Group's portfolio in Q2 2026, its #158 holding.
  • 3,442 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.