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Portside Wealth Group’s McDonald's MCD Stock Holding History

Portside Wealth Group’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 		$1.62M Sell
5,997
-263
-4% -$75.4K 0.19% 127
2026
Q1 		$1.95M Buy
6,260
+14
+0.2% +$4.46K 0.26% 92
2025
Q4 		$1.91M Sell
6,246
-134
-2% -$41K 0.26% 85
2025
Q3 		$1.94M Buy
6,380
+396
+7% +$121K 0.27% 90
2025
Q2 		$1.75M Sell
5,984
-49
-0.8% -$15.1K 0.26% 86
2025
Q1 		$1.88M Buy
6,033
+355
+6% +$106K 0.31% 79
2024
Q4 		$1.65M Sell
5,678
-56
-1% -$16.7K 0.27% 85
2024
Q3 		$1.75M Sell
5,734
-98
-2% -$27K 0.3% 84
2024
Q2 		$1.49M Sell
5,832
-186
-3% -$49.3K 0.28% 89
2024
Q1 		$1.7M Buy
6,018
+10
+0.2% +$2.91K 0.31% 86
2023
Q4 		$1.78M Sell
6,008
-327
-5% -$89K 0.33% 85
2023
Q3 		$1.67M Buy
6,335
+229
+4% +$65.3K 0.31% 85
2023
Q2 		$1.82M Buy
+6,106
New +$1.77M 0.34% 78

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

Portside Wealth Group's MCD Position: Q2 2026 in Review

Portside Wealth Group reduced its McDonald's (MCD) stake by 4.2% in Q2 2026, selling an estimated $75.4K and leaving 5,997 shares worth $1.62M. The position accounts for 0.19% of the portfolio, ranked #127.

Portside Wealth Group first reported a position in MCD in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.95M in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Portside Wealth Group held 5,997 shares of McDonald's worth $1.62M as of Q2 2026.
  • Portside Wealth Group sold 263 McDonald's shares in Q2 2026, an estimated $75.4K.
  • McDonald's made up 0.19% of Portside Wealth Group's portfolio in Q2 2026, its #127 holding.
  • Portside Wealth Group first reported a position in McDonald's in Q2 2023 and has held it in 13 quarters since.
  • Portside Wealth Group's McDonald's position peaked at $1.95M in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.