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Thrive Wealth Management’s McDonald's MCD Stock Holding History

Thrive 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 		$860K Sell
3,182
-39
-1% -$11.2K 0.11% 88
2026
Q1 		$1M Sell
3,221
-244
-7% -$77.7K 0.15% 73
2025
Q4 		$1.06M Buy
3,465
+216
+7% +$66.2K 0.16% 73
2025
Q3 		$987K Sell
3,249
-19
-0.6% -$5.78K 0.15% 78
2025
Q2 		$955K Sell
3,268
-80
-2% -$24.7K 0.15% 81
2025
Q1 		$1.05M Sell
3,348
-105
-3% -$31.4K 0.2% 61
2024
Q4 		$1M Buy
3,453
+40
+1% +$11.9K 0.18% 64
2024
Q3 		$1.04M Sell
3,413
-170
-5% -$46.9K 0.19% 67
2024
Q2 		$913K Sell
3,583
-717
-17% -$190K 0.18% 68
2024
Q1 		$1.21M Sell
4,300
-160
-4% -$46.5K 0.25% 49
2023
Q4 		$1.32M Sell
4,460
-139
-3% -$37.8K 0.29% 43
2023
Q3 		$1.21M Buy
4,599
+43
+0.9% +$12.3K 0.32% 42
2023
Q2 		$1.36M Buy
4,556
+163
+4% +$47.4K 0.35% 34
2023
Q1 		$1.23M Buy
4,393
+374
+9% +$100K 0.31% 37
2022
Q4 		$1.06M Buy
4,019
+901
+29% +$238K 0.3% 40
2022
Q3 		$719K Buy
3,118
+218
+8% +$55.7K 0.25% 50
2022
Q2 		$716K Buy
2,900
+981
+51% +$242K 0.25% 47
2022
Q1 		$475K Sell
1,919
-63
-3% -$15.7K 0.14% 85
2021
Q4 		$531K Buy
+1,982
New +$500K 0.18% 65

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

Thrive Wealth Management's MCD Position: Q2 2026 in Review

Thrive Wealth Management reduced its McDonald's (MCD) stake by 1.2% in Q2 2026, selling an estimated $11.2K and leaving 3,182 shares worth $860K. The position accounts for 0.11% of the portfolio, ranked #88.

Thrive Wealth Management first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.36M in Q2 2023. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Thrive Wealth Management held 3,182 shares of McDonald's worth $860K as of Q2 2026.
  • Thrive Wealth Management sold 39 McDonald's shares in Q2 2026, an estimated $11.2K.
  • McDonald's made up 0.11% of Thrive Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Thrive Wealth Management first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Thrive Wealth Management's McDonald's position peaked at $1.36M in Q2 2023.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.