Strategic Wealth Investment Group’s McDonald's MCD Stock Holding History

Strategic Wealth Investment Group’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	$458K	Buy	1,695 +23	+1%	+$6.59K	0.06%	84
2026 Q1	$520K	Sell	1,672 -105	-6%	-$33.5K	0.07%	71
2025 Q4	$543K	Sell	1,777 -288	-14%	-$88.2K	0.07%	72
2025 Q3	$628K	Buy	+2,065	New	+$629K	0.05%	77
2025 Q1	–	Sell	-2,006	Closed	-$582K	–	87
2024 Q4	$582K	Sell	2,006 -24	-1%	-$7.16K	0.06%	92
2024 Q3	$615K	Sell	2,030 -49	-2%	-$13.5K	0.07%	91
2024 Q2	$520K	Buy	+2,079	New	+$552K	0.07%	90
2023 Q4	$750K	Buy	2,531 +317	+14%	+$86.3K	0.11%	62
2023 Q3	$583K	Sell	2,214 -38	-2%	-$10.8K	0.11%	67
2023 Q2	$672K	Buy	2,252 +980	+77%	+$285K	0.11%	80
2023 Q1	$356K	Buy	1,272 +390	+44%	+$104K	0.07%	96
2022 Q4	$235K	Buy	+882	New	+$233K	0.05%	109
2022 Q1	–	Sell	-755	Closed	-$202K	–	108
2021 Q4	$202K	Buy	+755	New	+$191K	0.05%	82

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

Strategic Wealth Investment Group's MCD Position: Q2 2026 in Review

Strategic Wealth Investment Group increased its McDonald's (MCD) stake by 1.4% in Q2 2026, buying an estimated $6.59K and bringing the position to 1,695 shares worth $458K. The position accounts for 0.06% of the portfolio, ranked #84.

Strategic Wealth Investment Group first reported a position in MCD in Q4 2021 and has held it in 13 quarters since. The position peaked at $750K in Q4 2023. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Strategic Wealth Investment Group held 1,695 shares of McDonald's worth $458K as of Q2 2026.
Strategic Wealth Investment Group bought 23 McDonald's shares in Q2 2026, an estimated $6.59K.
McDonald's made up 0.06% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #84 holding.
Strategic Wealth Investment Group first reported a position in McDonald's in Q4 2021 and has held it in 13 quarters since.
Strategic Wealth Investment Group's McDonald's position peaked at $750K in Q4 2023.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.