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Omni 360 Wealth’s McDonald's MCD Stock Holding History

Omni 360 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 		$222K Buy
821
+90
+12% +$25.8K 0.1% 129
2026
Q1 		$227K Hold
731
– – 0.12% 120
2025
Q4 		$225K Sell
731
-100
-12% -$30.6K 0.12% 122
2025
Q3 		$252K Hold
831
– – 0.14% 107
2025
Q2 		$243K Hold
831
– – 0.15% 104
2025
Q1 		$260K Hold
831
– – 0.17% 95
2024
Q4 		$241K Sell
831
-40
-5% -$11.9K 0.16% 98
2024
Q3 		$265K Sell
871
-29
-3% -$7.99K 0.18% 100
2024
Q2 		$229K Buy
900
+6
+0.7% +$1.59K 0.17% 102
2024
Q1 		$252K Sell
894
-34
-4% -$9.89K 0.21% 97
2023
Q4 		$275K Buy
+928
New +$253K 0.26% 81

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

Omni 360 Wealth's MCD Position: Q2 2026 in Review

Omni 360 Wealth increased its McDonald's (MCD) stake by 12% in Q2 2026, buying an estimated $25.8K and bringing the position to 821 shares worth $222K. The position accounts for 0.1% of the portfolio, ranked #129.

Omni 360 Wealth first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $275K in Q4 2023. 3,444 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Omni 360 Wealth held 821 shares of McDonald's worth $222K as of Q2 2026.
  • Omni 360 Wealth bought 90 McDonald's shares in Q2 2026, an estimated $25.8K.
  • McDonald's made up 0.1% of Omni 360 Wealth's portfolio in Q2 2026, its #129 holding.
  • Omni 360 Wealth first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • Omni 360 Wealth's McDonald's position peaked at $275K in Q4 2023.
  • 3,444 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.