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Quotient Wealth Partners’s McDonald's MCD Stock Holding History

Quotient Wealth Partners’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 		$789K Sell
2,921
-220
-7% -$63.1K 0.02% 151
2026
Q1 		$976K Buy
3,141
+217
+7% +$69.1K 0.03% 120
2025
Q4 		$894K Buy
2,924
+514
+21% +$157K 0.02% 129
2025
Q3 		$732K Sell
2,410
-221
-8% -$67.3K 0.02% 143
2025
Q2 		$769K Buy
2,631
+15
+0.6% +$4.62K 0.02% 136
2025
Q1 		$817K Buy
2,616
+258
+11% +$77.2K 0.03% 125
2024
Q4 		$683K Buy
2,358
+300
+15% +$89.5K 0.02% 139
2024
Q3 		$627K Buy
2,058
+131
+7% +$36.1K 0.02% 153
2024
Q2 		$491K Sell
1,927
-219
-10% -$58.1K 0.02% 175
2024
Q1 		$605K Buy
2,146
+36
+2% +$10.5K 0.02% 152
2023
Q4 		$626K Buy
+2,110
New +$574K 0.02% 154

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

Quotient Wealth Partners's MCD Position: Q2 2026 in Review

Quotient Wealth Partners reduced its McDonald's (MCD) stake by 7% in Q2 2026, selling an estimated $63.1K and leaving 2,921 shares worth $789K. The position accounts for 0.02% of the portfolio, ranked #151.

Quotient Wealth Partners first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $976K in Q1 2026. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Quotient Wealth Partners held 2,921 shares of McDonald's worth $789K as of Q2 2026.
  • Quotient Wealth Partners sold 220 McDonald's shares in Q2 2026, an estimated $63.1K.
  • McDonald's made up 0.02% of Quotient Wealth Partners's portfolio in Q2 2026, its #151 holding.
  • Quotient Wealth Partners first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • Quotient Wealth Partners's McDonald's position peaked at $976K in Q1 2026.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.