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

Silverlake 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 		$951K Buy
3,519
+177
+5% +$50.8K 0.18% 157
2026
Q1 		$1.04M Sell
3,342
-144
-4% -$45.9K 0.22% 135
2025
Q4 		$1.07M Buy
3,486
+1,220
+54% +$374K 0.24% 120
2025
Q3 		$689K Sell
2,266
-4
-0.2% -$1.22K 0.17% 147
2025
Q2 		$663K Buy
2,270
+81
+4% +$25K 0.19% 138
2025
Q1 		$684K Hold
2,189
– – 0.26% 105
2024
Q4 		$635K Sell
2,189
-644
-23% -$192K 0.24% 105
2024
Q3 		$863K Sell
2,833
-38
-1% -$10.5K 0.33% 84
2024
Q2 		$732K Buy
2,871
+16
+0.6% +$4.25K 0.3% 88
2024
Q1 		$805K Sell
2,855
-57
-2% -$16.6K 0.41% 62
2023
Q4 		$863K Sell
2,912
-300
-9% -$81.7K 0.48% 55
2023
Q3 		$846K Buy
3,212
+444
+16% +$127K 0.48% 56
2023
Q2 		$826K Sell
2,768
-39
-1% -$11.3K 0.46% 56
2023
Q1 		$785K Buy
2,807
+25
+0.9% +$6.7K 0.48% 55
2022
Q4 		$733K Buy
2,782
+140
+5% +$36.9K 0.46% 58
2022
Q3 		$610K Buy
2,642
+12
+0.5% +$3.07K 0.41% 66
2022
Q2 		$649K Buy
2,630
+9
+0.3% +$2.22K 0.42% 65
2022
Q1 		$648K Sell
2,621
-5
-0.2% -$1.25K 0.37% 72
2021
Q4 		$704K Buy
+2,626
New +$663K 0.38% 69

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

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

Silverlake Wealth Management increased its McDonald's (MCD) stake by 5.3% in Q2 2026, buying an estimated $50.8K and bringing the position to 3,519 shares worth $951K. The position accounts for 0.18% of the portfolio, ranked #157.

Silverlake Wealth Management first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.07M in Q4 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Silverlake Wealth Management held 3,519 shares of McDonald's worth $951K as of Q2 2026.
  • Silverlake Wealth Management bought 177 McDonald's shares in Q2 2026, an estimated $50.8K.
  • McDonald's made up 0.18% of Silverlake Wealth Management's portfolio in Q2 2026, its #157 holding.
  • Silverlake Wealth Management first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Silverlake Wealth Management's McDonald's position peaked at $1.07M in Q4 2025.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.