RWA Wealth Partners’s McDonald's MCD Stock Holding History

RWA Wealth Partners’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	$38.5M	Buy	142,276 +2,485	+2%	+$713K	0.37%	48
2026 Q1	$43.4M	Buy	139,791 +1,250	+0.9%	+$398K	0.48%	40
2025 Q4	$42.3M	Buy	138,541 +139	+0.1%	+$42.6K	0.46%	35
2025 Q3	$42.1M	Buy	138,402 +27,368	+25%	+$8.33M	0.48%	34
2025 Q2	$32.4M	Sell	111,034 -1,347	-1%	-$415K	0.41%	40
2025 Q1	$35.1M	Sell	112,381 -1,632	-1%	-$488K	0.44%	37
2024 Q4	$33.1M	Buy	114,013 +2,714	+2%	+$809K	0.41%	42
2024 Q3	$33.9M	Buy	111,299 +1,032	+0.9%	+$284K	0.42%	40
2024 Q2	$28.1M	Sell	110,267 -12,082	-10%	-$3.21M	0.37%	44
2024 Q1	$34.5M	Sell	122,349 -46,819	-28%	-$13.6M	0.46%	35
2023 Q4	$50.2M	Buy	169,168 +121,599	+256%	+$33.1M	0.72%	19
2023 Q3	$12.5M	Buy	47,569 +1,645	+4%	+$469K	0.27%	37
2023 Q2	$13.7M	Buy	45,924 +10,231	+29%	+$2.97M	0.3%	35
2023 Q1	$9.98M	Buy	35,693 +941	+3%	+$252K	0.24%	39
2022 Q4	$9.34M	Buy	34,752 +994	+3%	+$262K	0.23%	40
2022 Q3	$7.79M	Buy	33,758 +698	+2%	+$178K	0.55%	41
2022 Q2	$8.16M	Buy	33,060 +1,271	+4%	+$313K	0.55%	40
2022 Q1	$7.86M	Buy	31,789 +523	+2%	+$130K	0.51%	54
2021 Q4	$8.38M	Buy	31,266 +663	+2%	+$167K	0.56%	50
2021 Q3	$7.38M	Buy	30,603 +289	+1%	+$69K	0.55%	56
2021 Q2	$7M	Buy	30,314 +1,643	+6%	+$382K	0.52%	56
2021 Q1	$6.43M	Buy	28,671 +6,069	+27%	+$1.3M	0.52%	56
2020 Q4	$4.85M	Buy	22,602 +526	+2%	+$114K	0.43%	62
2020 Q3	$4.84M	Sell	22,076 -584	-3%	-$120K	0.51%	51
2020 Q2	$4.18M	Buy	22,660 +824	+4%	+$151K	0.51%	53
2020 Q1	$3.61M	Sell	21,836 -493	-2%	-$97.1K	0.51%	48
2019 Q4	$4.41M	Buy	22,329 +328	+1%	+$65.1K	0.44%	55
2019 Q3	$4.72M	Buy	22,001 +2	+0%	+$429	0.5%	49
2019 Q2	$4.57M	Buy	21,999 +367	+2%	+$72.7K	0.49%	50
2019 Q1	$4.11M	Buy	21,632 +796	+4%	+$144K	0.47%	53
2018 Q4	$3.7M	Buy	20,836 +1,176	+6%	+$209K	0.49%	55
2018 Q3	$3.29M	Buy	19,660 +15,334	+354%	+$2.46M	0.37%	65
2018 Q2	$678K	Buy	4,326 +1,214	+39%	+$197K	0.08%	140
2018 Q1	$487K	Sell	3,112 -4,182	-57%	-$688K	0.06%	140
2017 Q4	$1.25M	Hold	7,294	–	–	0.14%	110
2017 Q3	$1.14M	Buy	7,294 +2,122	+41%	+$333K	0.13%	111
2017 Q2	$792K	Sell	5,172 -782	-13%	-$113K	0.1%	109
2017 Q1	$772K	Buy	+5,954	New	+$747K	0.1%	105

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

RWA Wealth Partners's MCD Position: Q2 2026 in Review

RWA Wealth Partners increased its McDonald's (MCD) stake by 1.8% in Q2 2026, buying an estimated $713K and bringing the position to 142,276 shares worth $38.5M. The position accounts for 0.37% of the portfolio, ranked #48.

RWA Wealth Partners first reported a position in MCD in Q1 2017 and has held it in 38 quarters since. The position peaked at $50.2M in Q4 2023. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

RWA Wealth Partners held 142,276 shares of McDonald's worth $38.5M as of Q2 2026.
RWA Wealth Partners bought 2,485 McDonald's shares in Q2 2026, an estimated $713K.
McDonald's made up 0.37% of RWA Wealth Partners's portfolio in Q2 2026, its #48 holding.
RWA Wealth Partners first reported a position in McDonald's in Q1 2017 and has held it in 38 quarters since.
RWA Wealth Partners's McDonald's position peaked at $50.2M in Q4 2023.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.