SW
MCD icon

Simplicity Wealth’s McDonald's MCD Stock Holding History

Simplicity Wealth’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 		$4.43M Buy
16,378
+3,784
+30% +$1.09M 0.15% 143
2026
Q1 		$3.91M Buy
12,594
+1,179
+10% +$376K 0.22% 104
2025
Q4 		$3.49M Buy
11,415
+1,275
+13% +$391K 0.21% 111
2025
Q3 		$3.08M Sell
10,140
-6,395
-39% -$1.95M 0.18% 124
2025
Q2 		$4.83M Buy
16,535
+9,842
+147% +$3.03M 0.2% 114
2025
Q1 		$2.09M Buy
6,693
+4,677
+232% +$1.4M 0.16% 146
2024
Q4 		$584K Sell
2,016
-4,258
-68% -$1.27M 0.12% 143
2024
Q3 		$1.91M Sell
6,274
-20,290
-76% -$5.59M 0.18% 114
2024
Q2 		$6.77M Sell
26,564
-570
-2% -$151K 0.15% 138
2024
Q1 		$7.65M Buy
+27,134
New +$7.89M 0.18% 113

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

Simplicity Wealth's MCD Position: Q2 2026 in Review

Simplicity Wealth increased its McDonald's (MCD) stake by 30% in Q2 2026, buying an estimated $1.09M and bringing the position to 16,378 shares worth $4.43M. The position accounts for 0.15% of the portfolio, ranked #143.

Simplicity Wealth first reported a position in MCD in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.65M in Q1 2024. 3,461 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Simplicity Wealth held 16,378 shares of McDonald's worth $4.43M as of Q2 2026.
  • Simplicity Wealth bought 3,784 McDonald's shares in Q2 2026, an estimated $1.09M.
  • McDonald's made up 0.15% of Simplicity Wealth's portfolio in Q2 2026, its #143 holding.
  • Simplicity Wealth first reported a position in McDonald's in Q1 2024 and has held it in 10 quarters since.
  • Simplicity Wealth's McDonald's position peaked at $7.65M in Q1 2024.
  • 3,461 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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