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

Parkwoods 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	$241K	Buy	891 +38	+4%	+$10.9K	0.04%	151
2026 Q1	$265K	Hold	853	–	–	0.07%	89
2025 Q4	$261K	Buy	853 +137	+19%	+$42K	0.08%	92
2025 Q3	$218K	Buy	716 +6	+0.8%	+$1.83K	0.07%	88
2025 Q2	$207K	Hold	710	–	–	0.12%	71
2025 Q1	$222K	Sell	710 -5	-0.7%	-$1.5K	0.15%	50
2024 Q4	$207K	Buy	715 +5	+0.7%	+$1.49K	0.16%	30
2024 Q3	$216K	Buy	+710	New	+$196K	0.18%	26

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

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

Parkwoods Wealth Partners increased its McDonald's (MCD) stake by 4.5% in Q2 2026, buying an estimated $10.9K and bringing the position to 891 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #151.

Parkwoods Wealth Partners first reported a position in MCD in Q3 2024 and has held it in 8 quarters since. The position peaked at $265K in Q1 2026. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Parkwoods Wealth Partners held 891 shares of McDonald's worth $241K as of Q2 2026.
Parkwoods Wealth Partners bought 38 McDonald's shares in Q2 2026, an estimated $10.9K.
McDonald's made up 0.04% of Parkwoods Wealth Partners's portfolio in Q2 2026, its #151 holding.
Parkwoods Wealth Partners first reported a position in McDonald's in Q3 2024 and has held it in 8 quarters since.
Parkwoods Wealth Partners's McDonald's position peaked at $265K in Q1 2026.
3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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