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

Opal 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 		$211K Buy
780
+488
+167% +$140K 0.05% 207
2026
Q1 		$90.8K Buy
+292
New +$93K 0.02% 292
2025
Q3 		– Sell
-317
Closed -$92.6K – 396
2025
Q2 		$92.6K Sell
317
-12
-4% -$3.7K 0.03% 284
2025
Q1 		$103K Buy
+329
New +$98.4K 0.03% 270
2024
Q3 		– Sell
-232
Closed -$59.1K – 775
2024
Q2 		$59.1K Buy
+232
New +$61.5K 0.02% 335
2024
Q1 		– Sell
-712
Closed -$211K – 356
2023
Q4 		$211K Buy
+712
New +$194K 0.08% 165

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

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

Opal Wealth Advisors increased its McDonald's (MCD) stake by 167% in Q2 2026, buying an estimated $140K and bringing the position to 780 shares worth $211K. The position accounts for 0.05% of the portfolio, ranked #207.

Opal Wealth Advisors first reported a position in MCD in Q4 2023 and has held it in 6 quarters since. The position peaked at $211K in Q4 2023. 3,442 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Opal Wealth Advisors held 780 shares of McDonald's worth $211K as of Q2 2026.
  • Opal Wealth Advisors bought 488 McDonald's shares in Q2 2026, an estimated $140K.
  • McDonald's made up 0.05% of Opal Wealth Advisors's portfolio in Q2 2026, its #207 holding.
  • Opal Wealth Advisors first reported a position in McDonald's in Q4 2023 and has held it in 6 quarters since.
  • Opal Wealth Advisors's McDonald's position peaked at $211K in Q4 2023.
  • 3,442 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.