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

Spire 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 		$1.62M Sell
5,977
-315
-5% -$90.3K 0.05% 308
2026
Q1 		$1.96M Sell
6,292
-135
-2% -$43K 0.07% 265
2025
Q4 		$1.96M Sell
6,427
-873
-12% -$267K 0.07% 255
2025
Q3 		$2.22M Buy
7,300
+321
+5% +$97.7K 0.08% 213
2025
Q2 		$2.04M Sell
6,979
-5,847
-46% -$1.8M 0.07% 222
2025
Q1 		$4.01M Buy
12,826
+1,037
+9% +$310K 0.13% 148
2024
Q4 		$3.42M Sell
11,789
-7,236
-38% -$2.16M 0.11% 164
2024
Q3 		$5.79M Sell
19,025
-16,664
-47% -$4.59M 0.2% 107
2024
Q2 		$9.1M Buy
35,689
+17,157
+93% +$4.55M 0.32% 67
2024
Q1 		$5.23M Sell
18,532
-562
-3% -$163K 0.09% 157
2023
Q4 		$5.74M Buy
19,094
+672
+4% +$183K 0.19% 114
2023
Q3 		$4.85M Buy
18,422
+2,499
+16% +$713K 0.18% 110
2023
Q2 		$4.75M Buy
15,923
+206
+1% +$59.9K 0.18% 109
2023
Q1 		$4.39M Sell
15,717
-7,699
-33% -$2.06M 0.17% 118
2022
Q4 		$6.17M Sell
23,416
-3,063
-12% -$808K 0.35% 65
2022
Q3 		$6.11M Sell
26,479
-16,283
-38% -$4.16M 0.37% 66
2022
Q2 		$10.6M Sell
42,762
-14,915
-26% -$3.67M 0.44% 56
2022
Q1 		$14.3M Buy
57,677
+29,941
+108% +$7.46M 0.38% 68
2021
Q4 		$7.43M Buy
27,736
+4,878
+21% +$1.23M 0.17% 141
2021
Q3 		$5.51M Buy
22,858
+176
+0.8% +$42K 0.15% 156
2021
Q2 		$5.24M Sell
22,682
-8,122
-26% -$1.89M 0.14% 159
2021
Q1 		$6.65M Buy
+30,804
New +$6.59M 0.18% 133

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

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

Spire Wealth Management reduced its McDonald's (MCD) stake by 5% in Q2 2026, selling an estimated $90.3K and leaving 5,977 shares worth $1.62M. The position accounts for 0.05% of the portfolio, ranked #308.

Spire Wealth Management first reported a position in MCD in Q1 2021 and has held it in 22 quarters since. The position peaked at $14.3M in Q1 2022. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Spire Wealth Management held 5,977 shares of McDonald's worth $1.62M as of Q2 2026.
  • Spire Wealth Management sold 315 McDonald's shares in Q2 2026, an estimated $90.3K.
  • McDonald's made up 0.05% of Spire Wealth Management's portfolio in Q2 2026, its #308 holding.
  • Spire Wealth Management first reported a position in McDonald's in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's McDonald's position peaked at $14.3M in Q1 2022.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.