PWM
MCD icon

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

Prentice 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 		$646K Sell
2,391
-54
-2% -$15.5K 0.13% 74
2026
Q1 		$760K Sell
2,445
-15
-0.6% -$4.78K 0.17% 64
2025
Q4 		$752K Sell
2,460
-56
-2% -$17.2K 0.17% 65
2025
Q3 		$765K Buy
2,516
+108
+4% +$32.9K 0.19% 59
2025
Q2 		$704K Sell
2,408
-58
-2% -$17.9K 0.18% 63
2025
Q1 		$770K Buy
2,466
+69
+3% +$20.6K 0.22% 54
2024
Q4 		$695K Buy
2,397
+122
+5% +$36.4K 0.2% 61
2024
Q3 		$693K Buy
2,275
+225
+11% +$62K 0.21% 57
2024
Q2 		$522K Buy
2,050
+53
+3% +$14.1K 0.17% 71
2024
Q1 		$563K Buy
1,997
+134
+7% +$39K 0.2% 66
2023
Q4 		$552K Buy
1,863
+204
+12% +$55.5K 0.22% 60
2023
Q3 		$437K Buy
1,659
+10
+0.6% +$2.85K 0.2% 63
2023
Q2 		$492K Buy
1,649
+81
+5% +$23.5K 0.22% 56
2023
Q1 		$438K Buy
1,568
+49
+3% +$13.1K 0.21% 58
2022
Q4 		$400K Buy
1,519
+119
+9% +$31.4K 0.2% 58
2022
Q3 		$328K Buy
+1,400
New +$358K 0.18% 60
2022
Q2 		– Sell
-1,132
Closed -$276K – 169
2022
Q1 		$276K Buy
1,132
+93
+9% +$23.2K 0.13% 77
2021
Q4 		$278K Sell
1,039
-18
-2% -$4.54K 0.13% 80
2021
Q3 		$255K Buy
1,057
+7
+0.7% +$1.67K 0.12% 87
2021
Q2 		$243K Buy
1,050
+345
+49% +$80.3K 0.12% 91
2021
Q1 		$158K Buy
+705
New +$151K 0.09% 103

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

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

Prentice Wealth Management reduced its McDonald's (MCD) stake by 2.2% in Q2 2026, selling an estimated $15.5K and leaving 2,391 shares worth $646K. The position accounts for 0.13% of the portfolio, ranked #74.

Prentice Wealth Management first reported a position in MCD in Q1 2021 and has held it in 21 quarters since. The position peaked at $770K in Q1 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Prentice Wealth Management held 2,391 shares of McDonald's worth $646K as of Q2 2026.
  • Prentice Wealth Management sold 54 McDonald's shares in Q2 2026, an estimated $15.5K.
  • McDonald's made up 0.13% of Prentice Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Prentice Wealth Management first reported a position in McDonald's in Q1 2021 and has held it in 21 quarters since.
  • Prentice Wealth Management's McDonald's position peaked at $770K in Q1 2025.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Prentice Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.