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

Sendero 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	$432K	Buy	+1,597	New	+$458K	0.04%	169

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

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

Sendero Wealth Management opened a new position in McDonald's (MCD) in Q2 2026: 1,597 shares worth $432K. The stake represents 0.04% of the portfolio and ranks #169 among its holdings.

3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Sendero Wealth Management held 1,597 shares of McDonald's worth $432K as of Q2 2026.
McDonald's was a new Sendero Wealth Management position in Q2 2026.
McDonald's made up 0.04% of Sendero Wealth Management's portfolio in Q2 2026, its #169 holding.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.