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Rialto Wealth Management’s McDonald's MCD Stock Holding History

Rialto Wealth Management’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 		$195K Buy
723
+17
+2% +$4.88K 0.04% 171
2026
Q1 		$219K Buy
706
+28
+4% +$8.92K 0.05% 150
2025
Q4 		$207K Buy
678
+2
+0.3% +$613 0.05% 156
2025
Q3 		$205K Buy
676
+1
+0.1% +$304 0.05% 150
2025
Q2 		$197K Buy
675
+3
+0.4% +$925 0.06% 152
2025
Q1 		$210K Sell
672
-492
-42% -$147K 0.07% 147
2024
Q4 		$337K Buy
+1,164
New +$347K 0.11% 110

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

Rialto Wealth Management's MCD Position: Q2 2026 in Review

Rialto Wealth Management increased its McDonald's (MCD) stake by 2.4% in Q2 2026, buying an estimated $4.88K and bringing the position to 723 shares worth $195K. The position accounts for 0.04% of the portfolio, ranked #171.

Rialto Wealth Management first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $337K in Q4 2024. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Rialto Wealth Management held 723 shares of McDonald's worth $195K as of Q2 2026.
  • Rialto Wealth Management bought 17 McDonald's shares in Q2 2026, an estimated $4.88K.
  • McDonald's made up 0.04% of Rialto Wealth Management's portfolio in Q2 2026, its #171 holding.
  • Rialto Wealth Management first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's McDonald's position peaked at $337K in Q4 2024.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.