Strait & Sound Wealth Management’s McDonald's MCD Stock Holding History

Strait & Sound 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	$500K	Sell	1,850 -127	-6%	-$36.4K	0.18%	98
2026 Q1	$614K	Sell	1,977 -36	-2%	-$11.5K	0.23%	83
2025 Q4	$615K	Buy	2,013 +5	+0.2%	+$1.53K	0.23%	81
2025 Q3	$610K	Hold	2,008	–	–	0.23%	82
2025 Q2	$587K	Buy	2,008 +1,236	+160%	+$381K	0.25%	79
2025 Q1	$241K	Hold	772	–	–	0.11%	129
2024 Q4	$224K	Hold	772	–	–	0.1%	139
2024 Q3	$235K	Sell	772 -25	-3%	-$6.89K	0.11%	129
2024 Q2	$203K	Hold	797	–	–	0.1%	141
2024 Q1	$214K	Buy	797 +71	+10%	+$20.6K	0.12%	123
2023 Q4	$211K	Buy	+726	New	+$198K	0.13%	119
2023 Q3	–	Sell	-741	Closed	-$221K	–	133
2023 Q2	$221K	Sell	741 -1,625	-69%	-$472K	0.22%	98
2023 Q1	$662K	Hold	2,366	–	–	0.66%	38
2022 Q4	$649K	Buy	+2,366	New	+$624K	0.71%	34

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

Strait & Sound Wealth Management's MCD Position: Q2 2026 in Review

Strait & Sound Wealth Management reduced its McDonald's (MCD) stake by 6.4% in Q2 2026, selling an estimated $36.4K and leaving 1,850 shares worth $500K. The position accounts for 0.18% of the portfolio, ranked #98.

Strait & Sound Wealth Management first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $662K in Q1 2023. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Strait & Sound Wealth Management held 1,850 shares of McDonald's worth $500K as of Q2 2026.
Strait & Sound Wealth Management sold 127 McDonald's shares in Q2 2026, an estimated $36.4K.
McDonald's made up 0.18% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #98 holding.
Strait & Sound Wealth Management first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
Strait & Sound Wealth Management's McDonald's position peaked at $662K in Q1 2023.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.