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

Rockline 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 		$4.73M Sell
17,513
-431
-2% -$124K 0.91% 32
2026
Q1 		$5.58M Sell
17,944
-63
-0.3% -$20.1K 1.21% 23
2025
Q4 		$5.5M Buy
18,007
+452
+3% +$138K 1.12% 25
2025
Q3 		$5.33M Buy
17,555
+178
+1% +$54.2K 1.1% 26
2025
Q2 		$5.08M Buy
17,377
+120
+0.7% +$37K 1.2% 21
2025
Q1 		$5.39M Buy
17,257
+450
+3% +$135K 1.5% 17
2024
Q4 		$4.87M Buy
16,807
+728
+5% +$217K 1.3% 18
2024
Q3 		$4.9M Buy
16,079
+399
+3% +$110K 1.38% 16
2024
Q2 		$4M Buy
15,680
+273
+2% +$72.4K 1.23% 22
2024
Q1 		$4.34M Buy
15,407
+245
+2% +$71.3K 1.52% 21
2023
Q4 		$4.5M Buy
+15,162
New +$4.13M 1.87% 12

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

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

Rockline Wealth Management reduced its McDonald's (MCD) stake by 2.4% in Q2 2026, selling an estimated $124K and leaving 17,513 shares worth $4.73M. The position accounts for 0.91% of the portfolio, ranked #32.

Rockline Wealth Management first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.58M in Q1 2026. 3,441 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Rockline Wealth Management held 17,513 shares of McDonald's worth $4.73M as of Q2 2026.
  • Rockline Wealth Management sold 431 McDonald's shares in Q2 2026, an estimated $124K.
  • McDonald's made up 0.91% of Rockline Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Rockline Wealth Management first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • Rockline Wealth Management's McDonald's position peaked at $5.58M in Q1 2026.
  • 3,441 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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