Stone Summit Wealth’s McDonald's MCD Stock Holding History

Stone Summit 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	$324K	Hold	1,200	–	–	0.08%	123
2026 Q1	$373K	Sell	1,200 -40	-3%	-$12.7K	0.1%	110
2025 Q4	$379K	Hold	1,240	–	–	0.1%	110
2025 Q3	$377K	Sell	1,240 -80	-6%	-$24.3K	0.11%	112
2025 Q2	$386K	Hold	1,320	–	–	0.12%	112
2025 Q1	$412K	Sell	1,320 -39	-3%	-$11.7K	0.14%	108
2024 Q4	$394K	Hold	1,359	–	–	0.13%	110
2024 Q3	$414K	Sell	1,359 -27	-2%	-$7.44K	0.13%	111
2024 Q2	$353K	Hold	1,386	–	–	0.13%	113
2024 Q1	$391K	Buy	1,386 +18	+1%	+$5.24K	0.14%	115
2023 Q4	$406K	Hold	1,368	–	–	0.16%	111
2023 Q3	$360K	Hold	1,368	–	–	0.15%	113
2023 Q2	$408K	Hold	1,368	–	–	0.17%	103
2023 Q1	$383K	Sell	1,368 -47	-3%	-$12.6K	0.17%	99
2022 Q4	$373K	Hold	1,415	–	–	0.18%	101
2022 Q3	$327K	Hold	1,415	–	–	0.2%	98
2022 Q2	$349K	Hold	1,415	–	–	0.21%	98
2022 Q1	$352K	Buy	+1,415	New	+$352K	0.2%	106

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

Stone Summit Wealth's MCD Position: Q2 2026 in Review

Stone Summit Wealth held its McDonald's (MCD) position steady in Q2 2026 at 1,200 shares worth $324K. The position accounts for 0.08% of the portfolio, ranked #123.

Stone Summit Wealth first reported a position in MCD in Q1 2022 and has held it in 18 quarters since. The position peaked at $414K in Q3 2024. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Stone Summit Wealth held 1,200 shares of McDonald's worth $324K as of Q2 2026.
Stone Summit Wealth left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.08% of Stone Summit Wealth's portfolio in Q2 2026, its #123 holding.
Stone Summit Wealth first reported a position in McDonald's in Q1 2022 and has held it in 18 quarters since.
Stone Summit Wealth's McDonald's position peaked at $414K in Q3 2024.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.