U.S. Wealth Group’s McDonald's MCD Stock Holding History

U.S. Wealth Group’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	$2.82M	Buy	10,414 +2,450	+31%	+$703K	1.69%	26
2026 Q1	$2.48M	Sell	7,964 -103	-1%	-$32.8K	1.67%	26
2025 Q4	$2.47M	Sell	8,067 -91	-1%	-$27.9K	1.62%	26
2025 Q3	$2.48M	Buy	8,158 +294	+4%	+$89.5K	1.62%	28
2025 Q2	$2.3M	Buy	7,864 +139	+2%	+$42.9K	1.79%	27
2025 Q1	$2.41M	Sell	7,725 -228	-3%	-$68.2K	1.91%	19
2024 Q4	$2.31M	Buy	+7,953	New	+$2.37M	1.74%	23

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 $3.37T AUM 44.26% 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

U.S. Wealth Group's MCD Position: Q2 2026 in Review

U.S. Wealth Group increased its McDonald's (MCD) stake by 31% in Q2 2026, buying an estimated $703K and bringing the position to 10,414 shares worth $2.82M. The position accounts for 1.69% of the portfolio, ranked #26.

U.S. Wealth Group first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

U.S. Wealth Group held 10,414 shares of McDonald's worth $2.82M as of Q2 2026.
U.S. Wealth Group bought 2,450 McDonald's shares in Q2 2026, an estimated $703K.
McDonald's made up 1.69% of U.S. Wealth Group's portfolio in Q2 2026, its #26 holding.
U.S. Wealth Group first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on U.S. Wealth Group's 13F filing for Q2 2026, filed 10 Sep 2026.