Provenance Wealth Advisors’s McDonald's MCD Stock Holding History

Provenance Wealth Advisors’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	$123K	Buy	456 +331	+265%	+$94.9K	0.01%	169
2026 Q1	$38.8K	Buy	125 +25	+25%	+$7.96K	﹤0.01%	223
2025 Q4	$30.6K	Sell	100 -25	-20%	-$7.66K	﹤0.01%	233
2025 Q3	$38K	Hold	125	–	–	﹤0.01%	232
2025 Q2	$36.5K	Sell	125 -576	-82%	-$178K	0.01%	226
2025 Q1	$219K	Sell	701 -1,984	-74%	-$593K	0.03%	127
2024 Q4	$778K	Buy	2,685 +2,560	+2,048%	+$763K	0.1%	59
2024 Q3	$38.1K	Buy	+125	New	+$34.5K	﹤0.01%	251
2024 Q2	–	Sell	-25	Closed	-$7.05K	–	539
2024 Q1	$7.05K	Sell	25 -50	-67%	-$14.5K	﹤0.01%	339
2023 Q4	$22.2K	Hold	75	–	–	﹤0.01%	257
2023 Q3	$19.8K	Buy	+75	New	+$21.4K	﹤0.01%	218

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

Provenance Wealth Advisors's MCD Position: Q2 2026 in Review

Provenance Wealth Advisors increased its McDonald's (MCD) stake by 265% in Q2 2026, buying an estimated $94.9K and bringing the position to 456 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #169.

Provenance Wealth Advisors first reported a position in MCD in Q3 2023 and has held it in 11 quarters since. The position peaked at $778K in Q4 2024. 3,442 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Provenance Wealth Advisors held 456 shares of McDonald's worth $123K as of Q2 2026.
Provenance Wealth Advisors bought 331 McDonald's shares in Q2 2026, an estimated $94.9K.
McDonald's made up 0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #169 holding.
Provenance Wealth Advisors first reported a position in McDonald's in Q3 2023 and has held it in 11 quarters since.
Provenance Wealth Advisors's McDonald's position peaked at $778K in Q4 2024.
3,442 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.