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Stillwater Private Wealth’s McDonald's MCD Stock Holding History

Stillwater Private 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 		$587K Sell
2,132
-19
-0.9% -$5.45K 0.38% 41
2026
Q1 		$668K Buy
+2,151
New +$685K 0.57% 39

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

Stillwater Private Wealth's MCD Position: Q2 2026 in Review

Stillwater Private Wealth reduced its McDonald's (MCD) stake by 0.88% in Q2 2026, selling an estimated $5.45K and leaving 2,132 shares worth $587K. The position accounts for 0.38% of the portfolio, ranked #41.

Stillwater Private Wealth first reported a position in MCD in Q1 2026 and has held it in 2 quarters since. The position peaked at $668K in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Stillwater Private Wealth held 2,132 shares of McDonald's worth $587K as of Q2 2026.
  • Stillwater Private Wealth sold 19 McDonald's shares in Q2 2026, an estimated $5.45K.
  • McDonald's made up 0.38% of Stillwater Private Wealth's portfolio in Q2 2026, its #41 holding.
  • Stillwater Private Wealth first reported a position in McDonald's in Q1 2026 and has held it in 2 quarters since.
  • Stillwater Private Wealth's McDonald's position peaked at $668K in Q1 2026.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Stillwater Private Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.