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

Vertrix 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 		$3.23M Buy
11,943
+1,326
+12% +$380K 1.09% 38
2026
Q1 		$3.3M Buy
+10,617
New +$3.38M 1.22% 33

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

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

Vertrix Wealth Management increased its McDonald's (MCD) stake by 12% in Q2 2026, buying an estimated $380K and bringing the position to 11,943 shares worth $3.23M. The position accounts for 1.09% of the portfolio, ranked #38.

Vertrix Wealth Management first reported a position in MCD in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.3M in Q1 2026. 3,444 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Vertrix Wealth Management held 11,943 shares of McDonald's worth $3.23M as of Q2 2026.
  • Vertrix Wealth Management bought 1,326 McDonald's shares in Q2 2026, an estimated $380K.
  • McDonald's made up 1.09% of Vertrix Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Vertrix Wealth Management first reported a position in McDonald's in Q1 2026 and has held it in 2 quarters since.
  • Vertrix Wealth Management's McDonald's position peaked at $3.3M in Q1 2026.
  • 3,444 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.