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Ullmann Wealth Partners Group’s McDonald's MCD Stock Holding History

Ullmann Wealth Partners 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 		$609K Sell
2,253
-20
-0.9% -$5.74K 0.06% 104
2026
Q1 		$706K Sell
2,273
-171
-7% -$54.5K 0.07% 85
2025
Q4 		$729K Hold
2,444
– – 0.08% 84
2025
Q3 		$743K Buy
2,444
+770
+46% +$234K 0.08% 82
2025
Q2 		$489K Buy
1,674
+61
+4% +$18.8K 0.06% 97
2025
Q1 		$504K Sell
1,613
-154
-9% -$46.1K 0.07% 88
2024
Q4 		$512K Buy
1,767
+264
+18% +$78.7K 0.07% 89
2024
Q3 		$458K Buy
1,503
+60
+4% +$16.5K 0.06% 93
2024
Q2 		$368K Sell
1,443
-71
-5% -$18.8K 0.05% 87
2024
Q1 		$427K Sell
1,514
-171
-10% -$49.7K 0.06% 77
2023
Q4 		$500K Buy
1,685
+66
+4% +$18K 0.08% 65
2023
Q3 		$426K Buy
1,619
+525
+48% +$150K 0.08% 64
2023
Q2 		$326K Buy
1,094
+46
+4% +$13.4K 0.07% 76
2023
Q1 		$293K Buy
1,048
+30
+3% +$8.04K 0.07% 74
2022
Q4 		$268K Buy
1,018
+55
+6% +$14.5K 0.07% 72
2022
Q3 		$222K Buy
963
+139
+17% +$35.5K 0.06% 76
2022
Q2 		$203K Buy
+824
New +$203K 0.06% 80

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

Ullmann Wealth Partners Group's MCD Position: Q2 2026 in Review

Ullmann Wealth Partners Group reduced its McDonald's (MCD) stake by 0.88% in Q2 2026, selling an estimated $5.74K and leaving 2,253 shares worth $609K. The position accounts for 0.06% of the portfolio, ranked #104.

Ullmann Wealth Partners Group first reported a position in MCD in Q2 2022 and has held it in 17 quarters since. The position peaked at $743K in Q3 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Ullmann Wealth Partners Group held 2,253 shares of McDonald's worth $609K as of Q2 2026.
  • Ullmann Wealth Partners Group sold 20 McDonald's shares in Q2 2026, an estimated $5.74K.
  • McDonald's made up 0.06% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #104 holding.
  • Ullmann Wealth Partners Group first reported a position in McDonald's in Q2 2022 and has held it in 17 quarters since.
  • Ullmann Wealth Partners Group's McDonald's position peaked at $743K in Q3 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.