WWMSC
MCD icon

Wagner Wealth Management (South Carolina)’s McDonald's MCD Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$241K Sell
892
-196
-18% -$56.2K 0.04% 133
2026
Q1 		$338K Buy
1,088
+2
+0.2% +$637 0.07% 99
2025
Q4 		$332K Buy
1,086
+266
+32% +$81.5K 0.07% 99
2025
Q3 		$249K Buy
820
+3
+0.4% +$913 0.06% 112
2025
Q2 		$239K Buy
817
+3
+0.4% +$925 0.05% 113
2025
Q1 		$254K Buy
814
+3
+0.4% +$897 0.06% 97
2024
Q4 		$235K Buy
811
+2
+0.2% +$596 0.06% 98
2024
Q3 		$246K Sell
809
-104
-11% -$28.7K 0.07% 96
2024
Q2 		$233K Buy
913
+2
+0.2% +$531 0.07% 118
2024
Q1 		$257K Buy
911
+5
+0.6% +$1.45K 0.08% 108
2023
Q4 		$269K Buy
906
+38
+4% +$10.3K 0.09% 102
2023
Q3 		$229K Buy
868
+2
+0.2% +$570 0.08% 102
2023
Q2 		$259K Buy
866
+1
+0.1% +$291 0.1% 96
2023
Q1 		$242K Buy
+865
New +$232K 0.11% 102
2022
Q4 		– Sell
-561
Closed -$129K – 519
2022
Q3 		$129K Sell
561
-6
-1% -$1.53K 0.1% 130
2022
Q2 		$140K Buy
+567
New +$140K 0.11% 124
2022
Q1 		– Sell
-408
Closed -$109K – 469
2021
Q4 		$109K Buy
408
+41
+11% +$10.4K 0.08% 175
2021
Q3 		$90K Hold
367
– – 0.07% 177
2021
Q2 		$85K Hold
367
– – 0.06% 204
2021
Q1 		$82K Buy
+367
New +$78.5K 0.06% 187
2018
Q3 		$109K Buy
649
+218
+51% +$34.9K 0.07% 186
2018
Q2 		$68K Buy
431
+50
+13% +$8.11K 0.05% 209
2018
Q1 		$60K Sell
381
-40
-10% -$6.58K 0.05% 206
2017
Q4 		$73K Buy
+421
New +$70.7K 0.05% 191

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

Wagner Wealth Management (South Carolina)'s MCD Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) reduced its McDonald's (MCD) stake by 18% in Q2 2026, selling an estimated $56.2K and leaving 892 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #133.

Wagner Wealth Management (South Carolina) first reported a position in MCD in Q4 2017 and has held it in 24 quarters since. The position peaked at $338K in Q1 2026. 3,442 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 892 shares of McDonald's worth $241K as of Q2 2026.
  • Wagner Wealth Management (South Carolina) sold 196 McDonald's shares in Q2 2026, an estimated $56.2K.
  • McDonald's made up 0.04% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #133 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in McDonald's in Q4 2017 and has held it in 24 quarters since.
  • Wagner Wealth Management (South Carolina)'s McDonald's position peaked at $338K in Q1 2026.
  • 3,442 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.