RWA
MCD icon

Rooted Wealth Advisors’s McDonald's MCD Stock Holding History

Rooted 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 		$665K Buy
2,460
+228
+10% +$65.4K 0.16% 81
2026
Q1 		$685K Buy
2,232
+25
+1% +$7.96K 0.18% 78
2025
Q4 		$714K Buy
2,207
+36
+2% +$11K 0.2% 74
2025
Q3 		$654K Buy
2,171
+174
+9% +$53K 0.2% 69
2025
Q2 		$599K Buy
1,997
+204
+11% +$62.9K 0.21% 58
2025
Q1 		$538K Buy
1,793
+42
+2% +$12.6K 0.23% 54
2024
Q4 		$507K Sell
1,751
-152
-8% -$45.3K 0.2% 57
2024
Q3 		$573K Buy
1,903
+233
+14% +$64.2K 0.26% 50
2024
Q2 		$433K Buy
1,670
+183
+12% +$48.5K 0.19% 59
2024
Q1 		$413K Buy
1,487
+77
+5% +$22.4K 0.2% 56
2023
Q4 		$401K Buy
1,410
+124
+10% +$33.7K 0.21% 56
2023
Q3 		$355K Buy
1,286
+139
+12% +$39.6K 0.22% 54
2023
Q2 		$340K Sell
1,147
-74
-6% -$21.5K 0.23% 53
2023
Q1 		$353K Buy
1,221
+156
+15% +$41.8K 0.26% 52
2022
Q4 		$281K Buy
+1,065
New +$281K 0.24% 51

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

Rooted Wealth Advisors's MCD Position: Q2 2026 in Review

Rooted Wealth Advisors increased its McDonald's (MCD) stake by 10% in Q2 2026, buying an estimated $65.4K and bringing the position to 2,460 shares worth $665K. The position accounts for 0.16% of the portfolio, ranked #81.

Rooted Wealth Advisors first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $714K in Q4 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Rooted Wealth Advisors held 2,460 shares of McDonald's worth $665K as of Q2 2026.
  • Rooted Wealth Advisors bought 228 McDonald's shares in Q2 2026, an estimated $65.4K.
  • McDonald's made up 0.16% of Rooted Wealth Advisors's portfolio in Q2 2026, its #81 holding.
  • Rooted Wealth Advisors first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
  • Rooted Wealth Advisors's McDonald's position peaked at $714K in Q4 2025.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.