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

SIMA 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	$264K	Sell	975 -100	-9%	-$28.7K	0.19%	46
2026 Q1	$334K	Buy	1,075 +150	+16%	+$47.8K	0.25%	37
2025 Q4	$283K	Hold	925	–	–	0.22%	42
2025 Q3	$281K	Hold	925	–	–	0.22%	42
2025 Q2	$270K	Hold	925	–	–	0.22%	41
2025 Q1	$289K	Hold	925	–	–	0.24%	41
2024 Q4	$268K	Hold	925	–	–	0.23%	42
2024 Q3	$282K	Hold	925	–	–	0.24%	40
2024 Q2	$236K	Buy	+925	New	+$245K	0.22%	43

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

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

SIMA Wealth Partners reduced its McDonald's (MCD) stake by 9.3% in Q2 2026, selling an estimated $28.7K and leaving 975 shares worth $264K. The position accounts for 0.19% of the portfolio, ranked #46.

SIMA Wealth Partners first reported a position in MCD in Q2 2024 and has held it in 9 quarters since. The position peaked at $334K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

SIMA Wealth Partners held 975 shares of McDonald's worth $264K as of Q2 2026.
SIMA Wealth Partners sold 100 McDonald's shares in Q2 2026, an estimated $28.7K.
McDonald's made up 0.19% of SIMA Wealth Partners's portfolio in Q2 2026, its #46 holding.
SIMA Wealth Partners first reported a position in McDonald's in Q2 2024 and has held it in 9 quarters since.
SIMA Wealth Partners's McDonald's position peaked at $334K in Q1 2026.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.