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

Octavia 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 		$200K Sell
740
-110
-13% -$31.5K 0.02% 226
2026
Q1 		$264K Sell
850
-48
-5% -$15.3K 0.03% 200
2025
Q4 		$275K Sell
898
-157
-15% -$48.1K 0.03% 198
2025
Q3 		$321K Buy
1,055
+194
+23% +$59K 0.03% 186
2025
Q2 		$252K Sell
861
-95
-10% -$29.3K 0.03% 192
2025
Q1 		$299K Sell
956
-32
-3% -$9.57K 0.04% 168
2024
Q4 		$287K Sell
988
-15
-1% -$4.47K 0.03% 170
2024
Q3 		$305K Sell
1,003
-22
-2% -$6.06K 0.04% 161
2024
Q2 		$261K Sell
1,025
-1,126
-52% -$299K 0.04% 184
2024
Q1 		$606K Sell
2,151
-328
-13% -$95.4K 0.09% 101
2023
Q4 		$735K Buy
2,479
+137
+6% +$37.3K 0.13% 88
2023
Q3 		$617K Buy
2,342
+179
+8% +$51.1K 0.13% 89
2023
Q2 		$645K Buy
2,163
+634
+41% +$184K 0.13% 81
2023
Q1 		$428K Buy
1,529
+51
+3% +$13.7K 0.1% 102
2022
Q4 		$389K Buy
1,478
+191
+15% +$50.4K 0.1% 109
2022
Q3 		$297K Sell
1,287
-118
-8% -$30.2K 0.08% 125
2022
Q2 		$345K Buy
1,405
+120
+9% +$29.6K 0.09% 121
2022
Q1 		$318K Hold
1,285
– – 0.07% 136
2021
Q4 		$344K Buy
+1,285
New +$324K 0.07% 138

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

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

Octavia Wealth Advisors reduced its McDonald's (MCD) stake by 13% in Q2 2026, selling an estimated $31.5K and leaving 740 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #226.

Octavia Wealth Advisors first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $735K in Q4 2023. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Octavia Wealth Advisors held 740 shares of McDonald's worth $200K as of Q2 2026.
  • Octavia Wealth Advisors sold 110 McDonald's shares in Q2 2026, an estimated $31.5K.
  • McDonald's made up 0.02% of Octavia Wealth Advisors's portfolio in Q2 2026, its #226 holding.
  • Octavia Wealth Advisors first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Octavia Wealth Advisors's McDonald's position peaked at $735K in Q4 2023.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.