Partnership Wealth Management’s McDonald's MCD Stock Holding History

Partnership Wealth Management’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	$853K	Hold	3,155	–	–	0.58%	33
2026 Q1	$981K	Buy	3,155 +38	+1%	+$12.1K	0.75%	30
2025 Q4	$953K	Buy	3,117 +1	+0%	+$306	0.69%	30
2025 Q3	$947K	Hold	3,116	–	–	0.73%	30
2025 Q2	$910K	Hold	3,116	–	–	0.74%	33
2025 Q1	$973K	Buy	3,116 +1	+0%	+$299	0.83%	29
2024 Q4	$903K	Hold	3,115	–	–	0.75%	34
2024 Q3	$948K	Buy	3,115 +1	+0%	+$276	0.67%	29
2024 Q2	$794K	Hold	3,114	–	–	0.59%	44
2024 Q1	$878K	Hold	3,114	–	–	0.62%	43
2023 Q4	$911K	Buy	+3,114	New	+$848K	0.69%	40

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

Partnership Wealth Management's MCD Position: Q2 2026 in Review

Partnership Wealth Management held its McDonald's (MCD) position steady in Q2 2026 at 3,155 shares worth $853K. The position accounts for 0.58% of the portfolio, ranked #33.

Partnership Wealth Management first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $981K in Q1 2026. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Partnership Wealth Management held 3,155 shares of McDonald's worth $853K as of Q2 2026.
Partnership Wealth Management left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.58% of Partnership Wealth Management's portfolio in Q2 2026, its #33 holding.
Partnership Wealth Management first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Partnership Wealth Management's McDonald's position peaked at $981K in Q1 2026.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Partnership Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.