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Redwood Wealth Management Group’s McDonald's MCD Stock Holding History

Redwood Wealth Management Group’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 		– Sell
-2,285
Closed -$710K – 67
2026
Q1 		$710K Sell
2,285
-10
-0.4% -$3.19K 0.31% 68
2025
Q4 		$701K Sell
2,295
-43
-2% -$13.2K 0.29% 72
2025
Q3 		$710K Sell
2,338
-504
-18% -$153K 0.3% 68
2025
Q2 		$830K Sell
2,842
-64
-2% -$19.7K 0.37% 56
2025
Q1 		$908K Sell
2,906
-31
-1% -$9.27K 0.46% 51
2024
Q4 		$850K Sell
2,937
-16
-0.5% -$4.77K 0.41% 53
2024
Q3 		$899K Sell
2,953
-323
-10% -$89K 0.45% 54
2024
Q2 		$835K Sell
3,276
-24
-0.7% -$6.37K 0.63% 30
2024
Q1 		$930K Sell
3,300
-233
-7% -$67.8K 0.99% 28
2023
Q4 		$1.05M Sell
3,533
-16
-0.5% -$4.36K 1.16% 23
2023
Q3 		$935K Buy
3,549
+61
+2% +$17.4K 1.09% 22
2023
Q2 		$1.04M Sell
3,488
-6
-0.2% -$1.74K 1.15% 21
2023
Q1 		$977K Buy
3,494
+63
+2% +$16.9K 1.11% 22
2022
Q4 		$904K Buy
+3,431
New +$905K 1.13% 21

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

Redwood Wealth Management Group's MCD Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of McDonald's (MCD) in Q2 2026, closing a stake of 2,285 shares — an estimated $710K sold.

Redwood Wealth Management Group first reported a position in MCD in Q4 2022 and held it in 14 quarters. The position peaked at $1.05M in Q4 2023. 3,471 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 2,285 McDonald's shares in Q2 2026, an estimated $710K.
  • Redwood Wealth Management Group first reported a position in McDonald's in Q4 2022 and held it in 14 quarters.
  • Redwood Wealth Management Group's McDonald's position peaked at $1.05M in Q4 2023.
  • 3,471 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.