Regimen Wealth’s McDonald's MCD Stock Holding History

Regimen 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	$203K	Hold	750	–	–	0.05%	76
2026 Q1	$233K	Buy	750 +3	+0.4%	+$956	0.07%	68
2025 Q4	$228K	Buy	747 +3	+0.4%	+$919	0.07%	72
2025 Q3	$226K	Sell	744 -11	-1%	-$3.35K	0.07%	72
2025 Q2	$221K	Buy	755 +3	+0.4%	+$925	0.07%	73
2025 Q1	$235K	Sell	752 -18	-2%	-$5.38K	0.08%	62
2024 Q4	$223K	Sell	770 -1	-0.1%	-$298	0.07%	61
2024 Q3	$235K	Buy	+771	New	+$213K	0.08%	60
2024 Q2	–	Sell	-740	Closed	-$209K	–	68
2024 Q1	$209K	Buy	740 +3	+0.4%	+$872	0.07%	59
2023 Q4	$218K	Buy	+737	New	+$201K	0.08%	58
2023 Q3	–	Sell	-746	Closed	-$223K	–	60
2023 Q2	$223K	Sell	746 -34	-4%	-$9.88K	0.09%	51
2023 Q1	$208K	Sell	780 -6	-0.8%	-$1.61K	0.09%	55
2022 Q4	$207K	Buy	+786	New	+$207K	0.14%	54

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

Regimen Wealth's MCD Position: Q2 2026 in Review

Regimen Wealth held its McDonald's (MCD) position steady in Q2 2026 at 750 shares worth $203K. The position accounts for 0.05% of the portfolio, ranked #76.

Regimen Wealth first reported a position in MCD in Q4 2022 and has held it in 13 quarters since. The position peaked at $235K in Q1 2025. 3,441 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Regimen Wealth held 750 shares of McDonald's worth $203K as of Q2 2026.
Regimen Wealth left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.05% of Regimen Wealth's portfolio in Q2 2026, its #76 holding.
Regimen Wealth first reported a position in McDonald's in Q4 2022 and has held it in 13 quarters since.
Regimen Wealth's McDonald's position peaked at $235K in Q1 2025.
3,441 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Regimen Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.