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

Sterling 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	$3.29M	Sell	12,187 -1	-0%	-$287	0.82%	23
2026 Q1	$3.79M	Buy	12,188 +1	+0%	+$319	1.04%	20
2025 Q4	$3.72M	Sell	12,187 -40	-0.3%	-$12.3K	1.06%	20
2025 Q3	$3.72M	Sell	12,227 -41	-0.3%	-$12.5K	1.13%	19
2025 Q2	$3.58M	Buy	+12,268	New	+$3.78M	1.22%	20
2024 Q4	$3.59M	Hold	12,381	–	–	1.33%	19
2024 Q3	$3.77M	Buy	12,381 +200	+2%	+$55.1K	1.41%	19
2024 Q2	$3.1M	Hold	12,181	–	–	1.47%	14
2024 Q1	$3.43M	Buy	12,181 +10,120	+491%	+$2.94M	1.71%	14
2023 Q4	$611K	Buy	+2,061	New	+$561K	0.34%	42

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

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

Sterling Wealth Management reduced its McDonald's (MCD) stake by 0.01% in Q2 2026, selling an estimated $287 and leaving 12,187 shares worth $3.29M. The position accounts for 0.82% of the portfolio, ranked #23.

Sterling Wealth Management first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.79M in Q1 2026. 3,461 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Sterling Wealth Management held 12,187 shares of McDonald's worth $3.29M as of Q2 2026.
Sterling Wealth Management sold 1 McDonald's share in Q2 2026, an estimated $287.
McDonald's made up 0.82% of Sterling Wealth Management's portfolio in Q2 2026, its #23 holding.
Sterling Wealth Management first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
Sterling Wealth Management's McDonald's position peaked at $3.79M in Q1 2026.
3,461 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.