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

Strategies 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 		$339K Sell
1,254
-8
-0.6% -$2.29K 0.03% 149
2026
Q1 		$392K Sell
1,262
-29
-2% -$9.24K 0.04% 118
2025
Q4 		$394K Buy
1,291
+42
+3% +$12.9K 0.04% 120
2025
Q3 		$379K Sell
1,249
-5
-0.4% -$1.52K 0.04% 129
2025
Q2 		$366K Buy
1,254
+49
+4% +$15.1K 0.04% 124
2025
Q1 		$376K Buy
+1,205
New +$360K 0.05% 123

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

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

Strategies Wealth Advisors reduced its McDonald's (MCD) stake by 0.63% in Q2 2026, selling an estimated $2.29K and leaving 1,254 shares worth $339K. The position accounts for 0.03% of the portfolio, ranked #149.

Strategies Wealth Advisors first reported a position in MCD in Q1 2025 and has held it in 6 quarters since. The position peaked at $394K in Q4 2025. 3,475 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Strategies Wealth Advisors held 1,254 shares of McDonald's worth $339K as of Q2 2026.
  • Strategies Wealth Advisors sold 8 McDonald's shares in Q2 2026, an estimated $2.29K.
  • McDonald's made up 0.03% of Strategies Wealth Advisors's portfolio in Q2 2026, its #149 holding.
  • Strategies Wealth Advisors first reported a position in McDonald's in Q1 2025 and has held it in 6 quarters since.
  • Strategies Wealth Advisors's McDonald's position peaked at $394K in Q4 2025.
  • 3,475 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.