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

One 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	$257K	Buy	949 +18	+2%	+$5.16K	0.03%	283
2026 Q1	$289K	Hold	931	–	–	0.04%	249
2025 Q4	$285K	Sell	931 -2	-0.2%	-$613	0.03%	244
2025 Q3	$284K	Buy	933 +2	+0.2%	+$609	0.04%	243
2025 Q2	$272K	Hold	931	–	–	0.04%	234
2025 Q1	$291K	Hold	931	–	–	0.04%	221
2024 Q4	$270K	Hold	931	–	–	0.04%	201
2024 Q3	$283K	Hold	931	–	–	0.04%	207
2024 Q2	$249K	Sell	931 -7	-0.7%	-$1.86K	0.05%	186
2024 Q1	$264K	Hold	938	–	–	0.05%	199
2023 Q4	$278K	Buy	938 +7	+0.8%	+$1.91K	0.05%	167
2023 Q3	$245K	Hold	931	–	–	0.05%	164
2023 Q2	$278K	Hold	931	–	–	0.06%	153
2023 Q1	$260K	Buy	931 +770	+478%	+$206K	0.06%	161
2022 Q4	$42.4K	Buy	+161	New	+$42.5K	0.01%	441
2019 Q2	–	Sell	-35	Closed	-$7K	–	326
2019 Q1	$7K	Buy	+35	New	+$6.35K	0.01%	341
2018 Q4	–	Sell	-5	Closed	-$1K	–	321
2018 Q3	$1K	Hold	5	–	–	﹤0.01%	553
2018 Q2	$1K	Sell	5 -4,053	-100%	-$657K	﹤0.01%	539
2018 Q1	$635K	Sell	4,058 -4,266	-51%	-$702K	0.56%	19
2017 Q4	$1.43M	Buy	+8,324	New	+$1.4M	1.16%	8

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

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

One Wealth Advisors increased its McDonald's (MCD) stake by 1.9% in Q2 2026, buying an estimated $5.16K and bringing the position to 949 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #283.

One Wealth Advisors first reported a position in MCD in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.43M in Q4 2017. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

One Wealth Advisors held 949 shares of McDonald's worth $257K as of Q2 2026.
One Wealth Advisors bought 18 McDonald's shares in Q2 2026, an estimated $5.16K.
McDonald's made up 0.03% of One Wealth Advisors's portfolio in Q2 2026, its #283 holding.
One Wealth Advisors first reported a position in McDonald's in Q4 2017 and has held it in 20 quarters since.
One Wealth Advisors's McDonald's position peaked at $1.43M in Q4 2017.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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