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Walkner Condon Financial Advisors’s McDonald's MCD Stock Holding History

Walkner Condon Financial 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 		$381K Sell
1,410
-488
-26% -$140K 0.04% 228
2026
Q1 		$590K Sell
1,898
-36
-2% -$11.5K 0.08% 157
2025
Q4 		$591K Buy
1,934
+98
+5% +$30K 0.08% 160
2025
Q3 		$558K Buy
1,836
+28
+2% +$8.52K 0.09% 159
2025
Q2 		$528K Buy
1,808
+93
+5% +$28.7K 0.1% 152
2025
Q1 		$536K Sell
1,715
-111
-6% -$33.2K 0.11% 147
2024
Q4 		$529K Sell
1,826
-102
-5% -$30.4K 0.11% 157
2024
Q3 		$587K Buy
1,928
+618
+47% +$170K 0.12% 134
2024
Q2 		$334K Sell
1,310
-31
-2% -$8.22K 0.07% 185
2024
Q1 		$378K Buy
1,341
+46
+4% +$13.4K 0.08% 185
2023
Q4 		$384K Buy
1,295
+256
+25% +$69.7K 0.09% 181
2023
Q3 		$274K Buy
1,039
+12
+1% +$3.42K 0.07% 208
2023
Q2 		$320K Buy
1,027
+292
+40% +$84.8K 0.08% 179
2023
Q1 		$205K Buy
+735
New +$197K 0.06% 225

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

Walkner Condon Financial Advisors's MCD Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its McDonald's (MCD) stake by 26% in Q2 2026, selling an estimated $140K and leaving 1,410 shares worth $381K. The position accounts for 0.04% of the portfolio, ranked #228.

Walkner Condon Financial Advisors first reported a position in MCD in Q1 2023 and has held it in 14 quarters since. The position peaked at $591K in Q4 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Walkner Condon Financial Advisors held 1,410 shares of McDonald's worth $381K as of Q2 2026.
  • Walkner Condon Financial Advisors sold 488 McDonald's shares in Q2 2026, an estimated $140K.
  • McDonald's made up 0.04% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #228 holding.
  • Walkner Condon Financial Advisors first reported a position in McDonald's in Q1 2023 and has held it in 14 quarters since.
  • Walkner Condon Financial Advisors's McDonald's position peaked at $591K in Q4 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.