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UP Strategic Wealth Investment Advisors’s McDonald's MCD Stock Holding History

UP Strategic Wealth Investment Advisors’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 		$467K Buy
1,706
+130
+8% +$37.3K 0.28% 56
2026
Q1 		$447K Sell
1,576
-211
-12% -$67.2K 0.28% 56
2025
Q4 		$585K Buy
1,787
+12
+0.7% +$3.67K 0.42% 38
2025
Q3 		$542K Buy
1,775
+73
+4% +$22.2K 0.41% 39
2025
Q2 		$497K Sell
1,702
-161
-9% -$49.6K 0.39% 42
2025
Q1 		$582K Buy
1,863
+27
+1% +$8.08K 0.52% 36
2024
Q4 		$532K Buy
1,836
+279
+18% +$83.2K 0.53% 34
2024
Q3 		$474K Buy
1,557
+170
+12% +$46.9K 0.53% 36
2024
Q2 		$353K Buy
1,387
+112
+9% +$29.7K 0.54% 40
2024
Q1 		$359K Hold
1,275
– – 0.59% 38
2023
Q4 		$378K Buy
+1,275
New +$347K 0.69% 37

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 $3.38T AUM 44.17% 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

UP Strategic Wealth Investment Advisors's MCD Position: Q2 2026 in Review

UP Strategic Wealth Investment Advisors increased its McDonald's (MCD) stake by 8.2% in Q2 2026, buying an estimated $37.3K and bringing the position to 1,706 shares worth $467K. The position accounts for 0.28% of the portfolio, ranked #56.

UP Strategic Wealth Investment Advisors first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $585K in Q4 2025. 3,482 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • UP Strategic Wealth Investment Advisors held 1,706 shares of McDonald's worth $467K as of Q2 2026.
  • UP Strategic Wealth Investment Advisors bought 130 McDonald's shares in Q2 2026, an estimated $37.3K.
  • McDonald's made up 0.28% of UP Strategic Wealth Investment Advisors's portfolio in Q2 2026, its #56 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • UP Strategic Wealth Investment Advisors's McDonald's position peaked at $585K in Q4 2025.
  • 3,482 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.