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

Shrier 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 		$211K Sell
780
-68
-8% -$19.5K 0.07% 132
2026
Q1 		$264K Buy
848
+2
+0.2% +$637 0.1% 117
2025
Q4 		$258K Buy
+846
New +$259K 0.1% 114

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

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

Shrier Wealth Management reduced its McDonald's (MCD) stake by 8% in Q2 2026, selling an estimated $19.5K and leaving 780 shares worth $211K. The position accounts for 0.07% of the portfolio, ranked #132.

Shrier Wealth Management first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $264K in Q1 2026. 3,442 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Shrier Wealth Management held 780 shares of McDonald's worth $211K as of Q2 2026.
  • Shrier Wealth Management sold 68 McDonald's shares in Q2 2026, an estimated $19.5K.
  • McDonald's made up 0.07% of Shrier Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Shrier Wealth Management first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Shrier Wealth Management's McDonald's position peaked at $264K in Q1 2026.
  • 3,442 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Shrier Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.