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Oxler Private Wealth’s McDonald's MCD Stock Holding History

Oxler Private 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 		$1.66M Sell
6,148
-193
-3% -$55.3K 0.47% 30
2026
Q1 		$1.97M Buy
6,341
+35
+0.6% +$11.2K 0.62% 28
2025
Q4 		$1.93M Buy
6,306
+37
+0.6% +$11.3K 0.56% 29
2025
Q3 		$1.9M Buy
6,269
+36
+0.6% +$11K 0.55% 30
2025
Q2 		$1.82M Buy
6,233
+20
+0.3% +$6.17K 0.57% 33
2025
Q1 		$1.94M Sell
6,213
-28
-0.4% -$8.38K 0.68% 29
2024
Q4 		$1.81M Buy
6,241
+37
+0.6% +$11K 0.59% 33
2024
Q3 		$1.89M Buy
6,204
+31
+0.5% +$8.54K 0.66% 30
2024
Q2 		$1.57M Buy
6,173
+40
+0.7% +$10.6K 0.58% 34
2024
Q1 		$1.73M Buy
6,133
+4,240
+224% +$1.23M 0.68% 32
2023
Q4 		$561K Sell
1,893
-4,164
-69% -$1.13M 0.47% 38
2023
Q3 		$1.6M Buy
6,057
+28
+0.5% +$7.99K 0.8% 34
2023
Q2 		$1.8M Buy
6,029
+82
+1% +$23.8K 0.86% 34
2023
Q1 		$1.66M Buy
5,947
+33
+0.6% +$8.84K 0.82% 36
2022
Q4 		$1.56M Sell
5,914
-64
-1% -$16.9K 0.84% 37
2022
Q3 		$1.38M Buy
5,978
+27
+0.5% +$6.9K 0.77% 36
2022
Q2 		$1.47M Buy
5,951
+35
+0.6% +$8.62K 0.71% 40
2022
Q1 		$1.46M Buy
5,916
+36
+0.6% +$8.97K 0.66% 45
2021
Q4 		$1.58M Sell
5,880
-90
-2% -$22.7K 0.65% 46
2021
Q3 		$1.44M Hold
5,970
– – 0.63% 46
2021
Q2 		$1.38M Hold
5,970
– – 0.6% 49
2021
Q1 		$1.34M Hold
5,970
– – 0.68% 41
2020
Q4 		$1.28M Buy
+5,970
New +$1.3M 0.72% 35

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

Oxler Private Wealth's MCD Position: Q2 2026 in Review

Oxler Private Wealth reduced its McDonald's (MCD) stake by 3% in Q2 2026, selling an estimated $55.3K and leaving 6,148 shares worth $1.66M. The position accounts for 0.47% of the portfolio, ranked #30.

Oxler Private Wealth first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.97M in Q1 2026. 3,472 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Oxler Private Wealth held 6,148 shares of McDonald's worth $1.66M as of Q2 2026.
  • Oxler Private Wealth sold 193 McDonald's shares in Q2 2026, an estimated $55.3K.
  • McDonald's made up 0.47% of Oxler Private Wealth's portfolio in Q2 2026, its #30 holding.
  • Oxler Private Wealth first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • Oxler Private Wealth's McDonald's position peaked at $1.97M in Q1 2026.
  • 3,472 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Oxler Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.