Private Client Services’s McDonald's MCD Stock Holding History

Private Client Services’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	$218K	Buy	808 +9	+1%	+$2.58K	0.06%	210
2026 Q1	$248K	Buy	799 +75	+10%	+$23.9K	0.07%	178
2025 Q4	$221K	Sell	724 -31	-4%	-$9.49K	0.07%	179
2025 Q3	$229K	Sell	755 -345	-31%	-$105K	0.08%	178
2025 Q2	$321K	Sell	1,100 -39	-3%	-$12K	0.13%	142
2025 Q1	$356K	Sell	1,139 -73	-6%	-$21.8K	0.18%	116
2024 Q4	$351K	Sell	1,212 -13	-1%	-$3.88K	0.19%	104
2024 Q3	$373K	Sell	1,225 -24	-2%	-$6.62K	0.2%	98
2024 Q2	$318K	Buy	1,249 +102	+9%	+$27.1K	0.2%	93
2024 Q1	$323K	Buy	1,147 +196	+21%	+$57K	0.22%	90
2023 Q4	$282K	Buy	+951	New	+$259K	0.23%	108

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

Private Client Services's MCD Position: Q2 2026 in Review

Private Client Services increased its McDonald's (MCD) stake by 1.1% in Q2 2026, buying an estimated $2.58K and bringing the position to 808 shares worth $218K. The position accounts for 0.06% of the portfolio, ranked #210.

Private Client Services first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $373K in Q3 2024. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Private Client Services held 808 shares of McDonald's worth $218K as of Q2 2026.
Private Client Services bought 9 McDonald's shares in Q2 2026, an estimated $2.58K.
McDonald's made up 0.06% of Private Client Services's portfolio in Q2 2026, its #210 holding.
Private Client Services first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Private Client Services's McDonald's position peaked at $373K in Q3 2024.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.