StrongBox Wealth’s McDonald's MCD Stock Holding History

StrongBox 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	$144K	Sell	534 -170	-24%	-$48.7K	0.04%	114
2026 Q1	$219K	Hold	704	–	–	0.07%	92
2025 Q4	$215K	Hold	704	–	–	0.07%	91
2025 Q3	$214K	Buy	+704	New	+$214K	0.07%	88
2022 Q4	–	Sell	-1,159	Closed	-$267K	–	83
2022 Q3	$267K	Hold	1,159	–	–	0.19%	67
2022 Q2	$286K	Buy	1,159 +25	+2%	+$6.16K	0.18%	70
2022 Q1	$280K	Hold	1,134	–	–	0.16%	80
2021 Q4	$304K	Sell	1,134 -7	-0.6%	-$1.77K	0.15%	88
2021 Q3	$275K	Sell	1,141 -105	-8%	-$25.1K	0.15%	88
2021 Q2	$288K	Hold	1,246	–	–	0.17%	88
2021 Q1	$279K	Sell	1,246 -522	-30%	-$112K	0.17%	80
2020 Q4	$379K	Sell	1,768 -51	-3%	-$11.1K	0.25%	68
2020 Q3	$399K	Buy	1,819 +25	+1%	+$5.13K	0.29%	59
2020 Q2	$331K	Buy	1,794 +8	+0.4%	+$1.47K	0.3%	66
2020 Q1	$295K	Buy	+1,786	New	+$352K	0.33%	63

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 $3.38T AUM 44.17% 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

StrongBox Wealth's MCD Position: Q2 2026 in Review

StrongBox Wealth reduced its McDonald's (MCD) stake by 24% in Q2 2026, selling an estimated $48.7K and leaving 534 shares worth $144K. The position accounts for 0.04% of the portfolio, ranked #114.

StrongBox Wealth first reported a position in MCD in Q1 2020 and has held it in 15 quarters since. The position peaked at $399K in Q3 2020. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

StrongBox Wealth held 534 shares of McDonald's worth $144K as of Q2 2026.
StrongBox Wealth sold 170 McDonald's shares in Q2 2026, an estimated $48.7K.
McDonald's made up 0.04% of StrongBox Wealth's portfolio in Q2 2026, its #114 holding.
StrongBox Wealth first reported a position in McDonald's in Q1 2020 and has held it in 15 quarters since.
StrongBox Wealth's McDonald's position peaked at $399K in Q3 2020.
3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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