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Spartan Wealth Advisory Services LLC’s McDonald's MCD Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$4.04M Sell
14,962
-4,112
-22% -$1.18M 0.33% 74
2026
Q1 		$5.93M Buy
+19,074
New +$6.08M 0.52% 48

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's MCD Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its McDonald's (MCD) stake by 22% in Q2 2026, selling an estimated $1.18M and leaving 14,962 shares worth $4.04M. The position accounts for 0.33% of the portfolio, ranked #74.

Spartan Wealth Advisory Services LLC first reported a position in MCD in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.93M in Q1 2026. 3,321 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 14,962 shares of McDonald's worth $4.04M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 4,112 McDonald's shares in Q2 2026, an estimated $1.18M.
  • McDonald's made up 0.33% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #74 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in McDonald's in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's McDonald's position peaked at $5.93M in Q1 2026.
  • 3,321 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.