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RFG - Bristol Wealth Advisors’s McDonald's MCD Stock Holding History

RFG - Bristol 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 		$289K Buy
1,068
+2
+0.2% +$573 0.07% 151
2026
Q1 		$331K Buy
1,066
+3
+0.3% +$956 0.09% 137
2025
Q4 		$325K Buy
1,063
+6
+0.6% +$1.84K 0.09% 138
2025
Q3 		$321K Buy
1,057
+2
+0.2% +$609 0.09% 140
2025
Q2 		$308K Sell
1,055
-17
-2% -$5.24K 0.1% 143
2025
Q1 		$335K Buy
1,072
+73
+7% +$21.8K 0.11% 131
2024
Q4 		$290K Buy
+999
New +$298K 0.1% 126

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

RFG - Bristol Wealth Advisors's MCD Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors increased its McDonald's (MCD) stake by 0.19% in Q2 2026, buying an estimated $573 and bringing the position to 1,068 shares worth $289K. The position accounts for 0.07% of the portfolio, ranked #151.

RFG - Bristol Wealth Advisors first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $335K in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • RFG - Bristol Wealth Advisors held 1,068 shares of McDonald's worth $289K as of Q2 2026.
  • RFG - Bristol Wealth Advisors bought 2 McDonald's shares in Q2 2026, an estimated $573.
  • McDonald's made up 0.07% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #151 holding.
  • RFG - Bristol Wealth Advisors first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • RFG - Bristol Wealth Advisors's McDonald's position peaked at $335K in Q1 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.