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Private Wealth Asset Management’s McDonald's MCD Stock Holding History

Private Wealth Asset 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 		$2.32M Buy
8,590
+1,704
+25% +$489K 0.22% 75
2026
Q1 		$2.14M Sell
6,886
-153
-2% -$48.7K 0.23% 75
2025
Q4 		$2.15M Buy
7,039
+303
+4% +$92.8K 0.23% 69
2025
Q3 		$2.05M Buy
6,736
+333
+5% +$101K 0.24% 67
2025
Q2 		$1.87M Buy
6,403
+33
+0.5% +$10.2K 0.25% 69
2025
Q1 		$1.99M Buy
+6,370
New +$1.91M 0.29% 60

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

Private Wealth Asset Management's MCD Position: Q2 2026 in Review

Private Wealth Asset Management increased its McDonald's (MCD) stake by 25% in Q2 2026, buying an estimated $489K and bringing the position to 8,590 shares worth $2.32M. The position accounts for 0.22% of the portfolio, ranked #75.

Private Wealth Asset Management first reported a position in MCD in Q1 2025 and has held it in 6 quarters since. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Private Wealth Asset Management held 8,590 shares of McDonald's worth $2.32M as of Q2 2026.
  • Private Wealth Asset Management bought 1,704 McDonald's shares in Q2 2026, an estimated $489K.
  • McDonald's made up 0.22% of Private Wealth Asset Management's portfolio in Q2 2026, its #75 holding.
  • Private Wealth Asset Management first reported a position in McDonald's in Q1 2025 and has held it in 6 quarters since.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.