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

Topsail 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 		$509K Sell
1,882
-226
-11% -$64.8K 0.06% 94
2026
Q1 		$655K Buy
2,108
+15
+0.7% +$4.78K 0.1% 69
2025
Q4 		$640K Buy
2,093
+609
+41% +$187K 0.09% 67
2025
Q3 		$451K Buy
1,484
+20
+1% +$6.09K 0.08% 83
2025
Q2 		$428K Sell
1,464
-256
-15% -$78.9K 0.08% 83
2025
Q1 		$537K Sell
1,720
-315
-15% -$94.2K 0.11% 63
2024
Q4 		$590K Buy
+2,035
New +$607K 0.13% 56

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

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

Topsail Wealth Management reduced its McDonald's (MCD) stake by 11% in Q2 2026, selling an estimated $64.8K and leaving 1,882 shares worth $509K. The position accounts for 0.06% of the portfolio, ranked #94.

Topsail Wealth Management first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $655K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Topsail Wealth Management held 1,882 shares of McDonald's worth $509K as of Q2 2026.
  • Topsail Wealth Management sold 226 McDonald's shares in Q2 2026, an estimated $64.8K.
  • McDonald's made up 0.06% of Topsail Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Topsail Wealth Management first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Topsail Wealth Management's McDonald's position peaked at $655K in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.