OneAscent Family Office’s McDonald's MCD Stock Holding History

OneAscent Family Office’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	$546K	Buy	2,020 +159	+9%	+$45.6K	0.28%	81
2026 Q1	$578K	Buy	1,861 +347	+23%	+$111K	0.4%	60
2025 Q4	$463K	Buy	1,514 +282	+23%	+$86.4K	0.31%	79
2025 Q3	$374K	Sell	1,232 -77	-6%	-$23.4K	0.3%	85
2025 Q2	$382K	Sell	1,309 -785	-37%	-$242K	0.36%	68
2025 Q1	$654K	Buy	2,094 +1,073	+105%	+$321K	0.61%	55
2024 Q4	$296K	Buy	+1,021	New	+$304K	0.54%	46

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 $3.38T AUM 44.17% 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

OneAscent Family Office's MCD Position: Q2 2026 in Review

OneAscent Family Office increased its McDonald's (MCD) stake by 8.5% in Q2 2026, buying an estimated $45.6K and bringing the position to 2,020 shares worth $546K. The position accounts for 0.28% of the portfolio, ranked #81.

OneAscent Family Office first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $654K in Q1 2025. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

OneAscent Family Office held 2,020 shares of McDonald's worth $546K as of Q2 2026.
OneAscent Family Office bought 159 McDonald's shares in Q2 2026, an estimated $45.6K.
McDonald's made up 0.28% of OneAscent Family Office's portfolio in Q2 2026, its #81 holding.
OneAscent Family Office first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
OneAscent Family Office's McDonald's position peaked at $654K in Q1 2025.
3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.