ORG Wealth Partners’s McDonald's MCD Stock Holding History

ORG Wealth Partners’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	$478K	Sell	1,768 -282	-14%	-$80.9K	0.07%	148
2026 Q1	$637K	Sell	2,050 -1,270	-38%	-$405K	0.13%	107
2025 Q4	$1.02M	Sell	3,320 -59	-2%	-$18.1K	0.24%	66
2025 Q3	$1.03M	Buy	3,379 +348	+11%	+$106K	0.22%	71
2025 Q2	$902K	Buy	3,031 +109	+4%	+$33.6K	0.22%	69
2025 Q1	$917K	Buy	2,922 +1,289	+79%	+$386K	0.28%	66
2024 Q4	$474K	Buy	1,633 +258	+19%	+$76.9K	0.15%	70
2024 Q3	$419K	Buy	+1,375	New	+$379K	0.14%	77

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

ORG Wealth Partners's MCD Position: Q2 2026 in Review

ORG Wealth Partners reduced its McDonald's (MCD) stake by 14% in Q2 2026, selling an estimated $80.9K and leaving 1,768 shares worth $478K. The position accounts for 0.07% of the portfolio, ranked #148.

ORG Wealth Partners first reported a position in MCD in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.03M in Q3 2025. 3,482 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

ORG Wealth Partners held 1,768 shares of McDonald's worth $478K as of Q2 2026.
ORG Wealth Partners sold 282 McDonald's shares in Q2 2026, an estimated $80.9K.
McDonald's made up 0.07% of ORG Wealth Partners's portfolio in Q2 2026, its #148 holding.
ORG Wealth Partners first reported a position in McDonald's in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's McDonald's position peaked at $1.03M in Q3 2025.
3,482 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.