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Principia Wealth Advisory’s McDonald's MCD Stock Holding History

Principia Wealth Advisory’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 		$71.1K Buy
263
+16
+6% +$4.59K 0.04% 120
2026
Q1 		$76.8K Buy
247
+7
+3% +$2.23K 0.04% 122
2025
Q4 		$73.4K Buy
240
+6
+3% +$1.84K 0.05% 120
2025
Q3 		$71.1K Buy
234
+2
+0.9% +$609 0.05% 107
2025
Q2 		$67.8K Buy
232
+4
+2% +$1.23K 0.06% 100
2025
Q1 		$69.3K Buy
228
+10
+5% +$2.99K 0.07% 80
2024
Q4 		$63.2K Buy
+218
New +$65K 0.06% 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 $3.38T AUM 44.17% 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

Principia Wealth Advisory's MCD Position: Q2 2026 in Review

Principia Wealth Advisory increased its McDonald's (MCD) stake by 6.5% in Q2 2026, buying an estimated $4.59K and bringing the position to 263 shares worth $71.1K. The position accounts for 0.04% of the portfolio, ranked #120.

Principia Wealth Advisory first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $76.8K in Q1 2026. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Principia Wealth Advisory held 263 shares of McDonald's worth $71.1K as of Q2 2026.
  • Principia Wealth Advisory bought 16 McDonald's shares in Q2 2026, an estimated $4.59K.
  • McDonald's made up 0.04% of Principia Wealth Advisory's portfolio in Q2 2026, its #120 holding.
  • Principia Wealth Advisory first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's McDonald's position peaked at $76.8K in Q1 2026.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.