OakTrust Wealth Advisors’s McDonald's MCD Stock Holding History

OakTrust Wealth Advisors’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	–	Sell	-680	Closed	-$211K	–	70
2026 Q1	$211K	Hold	680	–	–	0.19%	64
2025 Q4	$208K	Buy	+680	New	+$208K	0.19%	67

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

OakTrust Wealth Advisors's MCD Position: Q2 2026 in Review

OakTrust Wealth Advisors sold out of McDonald's (MCD) in Q2 2026, closing a stake of 680 shares — an estimated $211K sold.

OakTrust Wealth Advisors first reported a position in MCD in Q4 2025 and held it in 2 quarters. The position peaked at $211K in Q1 2026. 3,445 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

OakTrust Wealth Advisors reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
OakTrust Wealth Advisors sold 680 McDonald's shares in Q2 2026, an estimated $211K.
OakTrust Wealth Advisors first reported a position in McDonald's in Q4 2025 and held it in 2 quarters.
OakTrust Wealth Advisors's McDonald's position peaked at $211K in Q1 2026.
3,445 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on OakTrust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.