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PUREfi Wealth’s McDonald's MCD Stock Holding History

PUREfi Wealth’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 		$571K Sell
2,114
-389
-16% -$112K 0.31% 73
2026
Q1 		$778K Sell
2,503
-733
-23% -$234K 0.51% 47
2025
Q4 		$989K Buy
3,236
+42
+1% +$12.9K 0.76% 31
2025
Q3 		$971K Buy
3,194
+292
+10% +$88.9K 0.75% 34
2025
Q2 		$848K Buy
2,902
+471
+19% +$145K 0.68% 41
2025
Q1 		$759K Buy
2,431
+1,088
+81% +$325K 0.76% 29
2024
Q4 		$389K Buy
+1,343
New +$400K 0.38% 71

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

PUREfi Wealth's MCD Position: Q2 2026 in Review

PUREfi Wealth reduced its McDonald's (MCD) stake by 16% in Q2 2026, selling an estimated $112K and leaving 2,114 shares worth $571K. The position accounts for 0.31% of the portfolio, ranked #73.

PUREfi Wealth first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $989K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • PUREfi Wealth held 2,114 shares of McDonald's worth $571K as of Q2 2026.
  • PUREfi Wealth sold 389 McDonald's shares in Q2 2026, an estimated $112K.
  • McDonald's made up 0.31% of PUREfi Wealth's portfolio in Q2 2026, its #73 holding.
  • PUREfi Wealth first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • PUREfi Wealth's McDonald's position peaked at $989K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on PUREfi Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.