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RMR Wealth Builders’s McDonald's MCD Stock Holding History

RMR Wealth Builders’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 		$4.18M Buy
15,458
+5,324
+53% +$1.53M 0.26% 63
2026
Q1 		$3.15M Buy
10,134
+1,548
+18% +$493K 0.25% 60
2025
Q4 		$2.62M Buy
8,586
+968
+13% +$296K 0.21% 66
2025
Q3 		$2.32M Buy
7,618
+514
+7% +$156K 0.19% 69
2025
Q2 		$2.08M Buy
7,104
+521
+8% +$161K 0.19% 72
2025
Q1 		$2.06M Buy
6,583
+972
+17% +$291K 0.22% 63
2024
Q4 		$1.63M Buy
5,611
+535
+11% +$160K 0.17% 74
2024
Q3 		$1.55M Sell
5,076
-191
-4% -$52.6K 0.16% 77
2024
Q2 		$1.34M Buy
5,267
+591
+13% +$157K 0.15% 79
2024
Q1 		$1.32M Buy
4,676
+838
+22% +$244K 0.16% 80
2023
Q4 		$1.14M Buy
3,838
+757
+25% +$206K 0.16% 77
2023
Q3 		$812K Buy
3,081
+1,988
+182% +$567K 0.13% 86
2023
Q2 		$326K Sell
1,093
-53
-5% -$15.4K 0.06% 162
2023
Q1 		$320K Buy
1,146
+229
+25% +$61.4K 0.06% 161
2022
Q4 		$242K Sell
917
-164
-15% -$43.3K 0.05% 166
2022
Q3 		$250K Buy
1,081
+124
+13% +$31.7K 0.06% 159
2022
Q2 		$236K Sell
957
-389
-29% -$95.8K 0.06% 161
2022
Q1 		$333K Buy
+1,346
New +$335K 0.07% 146
2021
Q4 		– Sell
-1,819
Closed -$439K – 170
2021
Q3 		$439K Sell
1,819
-116
-6% -$27.7K 0.13% 109
2021
Q2 		$447K Sell
1,935
-388
-17% -$90.3K 0.15% 102
2021
Q1 		$521K Buy
2,323
+379
+19% +$81.1K 0.14% 96
2020
Q4 		$417K Sell
1,944
-1,893
-49% -$412K 0.2% 86
2020
Q3 		$842K Buy
3,837
+1,752
+84% +$360K 0.22% 75
2020
Q2 		$385K Buy
+2,085
New +$382K 0.34% 68
2019
Q4 		$310K Buy
+1,568
New +$311K 0.3% 69

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

RMR Wealth Builders's MCD Position: Q2 2026 in Review

RMR Wealth Builders increased its McDonald's (MCD) stake by 53% in Q2 2026, buying an estimated $1.53M and bringing the position to 15,458 shares worth $4.18M. The position accounts for 0.26% of the portfolio, ranked #63.

RMR Wealth Builders first reported a position in MCD in Q4 2019 and has held it in 25 quarters since. 3,459 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • RMR Wealth Builders held 15,458 shares of McDonald's worth $4.18M as of Q2 2026.
  • RMR Wealth Builders bought 5,324 McDonald's shares in Q2 2026, an estimated $1.53M.
  • McDonald's made up 0.26% of RMR Wealth Builders's portfolio in Q2 2026, its #63 holding.
  • RMR Wealth Builders first reported a position in McDonald's in Q4 2019 and has held it in 25 quarters since.
  • 3,459 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.