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Uniting Wealth Partners’s McDonald's MCD Stock Holding History

Uniting Wealth Partners’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 		$248K Sell
918
-1
-0.1% -$287 0.05% 174
2026
Q1 		$286K Buy
919
+2
+0.2% +$637 0.06% 153
2025
Q4 		$280K Buy
917
+1
+0.1% +$306 0.09% 120
2025
Q3 		$278K Buy
+916
New +$279K 0.07% 142

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

Uniting Wealth Partners's MCD Position: Q2 2026 in Review

Uniting Wealth Partners reduced its McDonald's (MCD) stake by 0.11% in Q2 2026, selling an estimated $287 and leaving 918 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #174.

Uniting Wealth Partners first reported a position in MCD in Q3 2025 and has held it in 4 quarters since. The position peaked at $286K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Uniting Wealth Partners held 918 shares of McDonald's worth $248K as of Q2 2026.
  • Uniting Wealth Partners sold 1 McDonald's share in Q2 2026, an estimated $287.
  • McDonald's made up 0.05% of Uniting Wealth Partners's portfolio in Q2 2026, its #174 holding.
  • Uniting Wealth Partners first reported a position in McDonald's in Q3 2025 and has held it in 4 quarters since.
  • Uniting Wealth Partners's McDonald's position peaked at $286K in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.