San Luis Wealth Advisors’s McDonald's MCD Stock Holding History

San Luis 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	$309K	Sell	1,141 -91	-7%	-$26.1K	0.05%	152
2026 Q1	$383K	Sell	1,232 -79	-6%	-$25.2K	0.06%	133
2025 Q4	$401K	Sell	1,311 -159	-11%	-$48.7K	0.07%	140
2025 Q3	$447K	Buy	1,470 +772	+111%	+$235K	0.08%	133
2025 Q2	$204K	Buy	698 +1	+0.1%	+$308	0.04%	132
2025 Q1	$218K	Sell	697 -363	-34%	-$109K	0.05%	127
2024 Q4	$307K	Buy	1,060 +16	+2%	+$4.77K	0.06%	119
2024 Q3	$318K	Sell	1,044 -1,518	-59%	-$418K	0.07%	113
2024 Q2	$653K	Buy	+2,562	New	+$680K	0.16%	61
2023 Q3	–	Sell	-3,342	Closed	-$997K	–	120
2023 Q2	$997K	Sell	3,342 -247	-7%	-$71.8K	0.35%	71
2023 Q1	$1M	Buy	+3,589	New	+$962K	0.39%	70
2022 Q2	–	Sell	-5,805	Closed	-$1.56M	–	286
2022 Q1	$1.56M	Buy	+5,805	New	+$1.45M	0.76%	29
2021 Q4	–	Sell	-8,952	Closed	-$2.16M	–	127
2021 Q3	$2.16M	Buy	+8,952	New	+$2.14M	1.2%	19
2020 Q4	$520K	Buy	+2,425	New	+$527K	0.34%	78

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

San Luis Wealth Advisors's MCD Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its McDonald's (MCD) stake by 7.4% in Q2 2026, selling an estimated $26.1K and leaving 1,141 shares worth $309K. The position accounts for 0.05% of the portfolio, ranked #152.

San Luis Wealth Advisors first reported a position in MCD in Q4 2020 and has held it in 14 quarters since. The position peaked at $2.16M in Q3 2021. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

San Luis Wealth Advisors held 1,141 shares of McDonald's worth $309K as of Q2 2026.
San Luis Wealth Advisors sold 91 McDonald's shares in Q2 2026, an estimated $26.1K.
McDonald's made up 0.05% of San Luis Wealth Advisors's portfolio in Q2 2026, its #152 holding.
San Luis Wealth Advisors first reported a position in McDonald's in Q4 2020 and has held it in 14 quarters since.
San Luis Wealth Advisors's McDonald's position peaked at $2.16M in Q3 2021.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.