Premier Path Wealth Partners’s McDonald's MCD Stock Holding History

Premier Path 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	$1.42M	Sell	5,247 -84	-2%	-$24.1K	0.16%	131
2026 Q1	$1.66M	Buy	5,331 +493	+10%	+$157K	0.22%	102
2025 Q4	$1.48M	Sell	4,838 -34	-0.7%	-$10.4K	0.19%	111
2025 Q3	$1.48M	Sell	4,872 -157	-3%	-$47.8K	0.19%	116
2025 Q2	$1.47M	Buy	5,029 +23	+0.5%	+$7.09K	0.2%	114
2025 Q1	$1.56M	Sell	5,006 -136	-3%	-$40.7K	0.24%	98
2024 Q4	$1.49M	Buy	5,142 +300	+6%	+$89.5K	0.23%	100
2024 Q3	$1.47M	Sell	4,842 -97	-2%	-$26.7K	0.23%	105
2024 Q2	$1.26M	Sell	4,939 -79	-2%	-$21K	0.21%	115
2024 Q1	$1.41M	Buy	5,018 +45	+0.9%	+$13.1K	0.27%	94
2023 Q4	$1.47M	Buy	+4,973	New	+$1.35M	0.33%	72

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

Premier Path Wealth Partners's MCD Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its McDonald's (MCD) stake by 1.6% in Q2 2026, selling an estimated $24.1K and leaving 5,247 shares worth $1.42M. The position accounts for 0.16% of the portfolio, ranked #131.

Premier Path Wealth Partners first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.66M in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Premier Path Wealth Partners held 5,247 shares of McDonald's worth $1.42M as of Q2 2026.
Premier Path Wealth Partners sold 84 McDonald's shares in Q2 2026, an estimated $24.1K.
McDonald's made up 0.16% of Premier Path Wealth Partners's portfolio in Q2 2026, its #131 holding.
Premier Path Wealth Partners first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Premier Path Wealth Partners's McDonald's position peaked at $1.66M in Q1 2026.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.