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Strata Wealth Advisors’s McDonald's MCD Stock Holding History

Strata Wealth Advisors’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 		$389K Sell
1,441
-115
-7% -$33K 0.1% 64
2026
Q1 		$484K Buy
1,556
+106
+7% +$33.8K 0.13% 52
2025
Q4 		$443K Sell
1,450
-556
-28% -$170K 0.12% 55
2025
Q3 		$610K Buy
+2,006
New +$611K 0.16% 52
2023
Q1 		$739K Sell
2,643
-123
-4% -$33K 0.38% 23
2022
Q4 		$729K Buy
+2,766
New +$730K 0.4% 23

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

Strata Wealth Advisors's MCD Position: Q2 2026 in Review

Strata Wealth Advisors reduced its McDonald's (MCD) stake by 7.4% in Q2 2026, selling an estimated $33K and leaving 1,441 shares worth $389K. The position accounts for 0.1% of the portfolio, ranked #64.

Strata Wealth Advisors first reported a position in MCD in Q4 2022 and has held it in 6 quarters since. The position peaked at $739K in Q1 2023. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Strata Wealth Advisors held 1,441 shares of McDonald's worth $389K as of Q2 2026.
  • Strata Wealth Advisors sold 115 McDonald's shares in Q2 2026, an estimated $33K.
  • McDonald's made up 0.1% of Strata Wealth Advisors's portfolio in Q2 2026, its #64 holding.
  • Strata Wealth Advisors first reported a position in McDonald's in Q4 2022 and has held it in 6 quarters since.
  • Strata Wealth Advisors's McDonald's position peaked at $739K in Q1 2023.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.