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

Tradition 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 		$1.93M Sell
7,137
-329
-4% -$94.3K 0.12% 160
2026
Q1 		$2.32M Buy
7,466
+79
+1% +$25.2K 0.17% 128
2025
Q4 		$2.26M Sell
7,387
-44
-0.6% -$13.5K 0.16% 126
2025
Q3 		$2.26M Sell
7,431
-60
-0.8% -$18.3K 0.17% 120
2025
Q2 		$2.19M Buy
7,491
+601
+9% +$185K 0.17% 115
2025
Q1 		$2.15M Sell
6,890
-230
-3% -$68.8K 0.19% 105
2024
Q4 		$2.06M Sell
7,120
-318
-4% -$94.8K 0.18% 109
2024
Q3 		$2.27M Buy
7,438
+132
+2% +$36.4K 0.2% 97
2024
Q2 		$1.86M Sell
7,306
-73
-1% -$19.4K 0.18% 109
2024
Q1 		$2.08M Sell
7,379
-51
-0.7% -$14.8K 0.21% 95
2023
Q4 		$2.2M Buy
7,430
+80
+1% +$21.8K 0.23% 81
2023
Q3 		$1.94M Sell
7,350
-795
-10% -$227K 0.23% 79
2023
Q2 		$2.43M Buy
8,145
+208
+3% +$60.4K 0.28% 76
2023
Q1 		$2.22M Buy
7,937
+3,424
+76% +$917K 0.28% 74
2022
Q4 		$1.19M Buy
4,513
+215
+5% +$56.7K 0.17% 99
2022
Q3 		$992K Buy
4,298
+412
+11% +$105K 0.15% 107
2022
Q2 		$959K Buy
3,886
+193
+5% +$47.5K 0.14% 113
2022
Q1 		$913K Buy
3,693
+44
+1% +$11K 0.12% 136
2021
Q4 		$978K Sell
3,649
-178
-5% -$44.9K 0.12% 129
2021
Q3 		$923K Sell
3,827
-51
-1% -$12.2K 0.13% 126
2021
Q2 		$896K Buy
3,878
+131
+3% +$30.5K 0.13% 130
2021
Q1 		$840K Sell
3,747
-36
-1% -$7.7K 0.15% 116
2020
Q4 		$812K Buy
+3,783
New +$823K 0.16% 110

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

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

Tradition Wealth Management reduced its McDonald's (MCD) stake by 4.4% in Q2 2026, selling an estimated $94.3K and leaving 7,137 shares worth $1.93M. The position accounts for 0.12% of the portfolio, ranked #160.

Tradition Wealth Management first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.43M in Q2 2023. 3,473 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Tradition Wealth Management held 7,137 shares of McDonald's worth $1.93M as of Q2 2026.
  • Tradition Wealth Management sold 329 McDonald's shares in Q2 2026, an estimated $94.3K.
  • McDonald's made up 0.12% of Tradition Wealth Management's portfolio in Q2 2026, its #160 holding.
  • Tradition Wealth Management first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • Tradition Wealth Management's McDonald's position peaked at $2.43M in Q2 2023.
  • 3,473 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.