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

Walser 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	$683K	Buy	2,527 +1,834	+265%	+$526K	0.28%	86
2026 Q1	$216K	Buy	+693	New	+$221K	0.1%	173

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Walser Wealth Management increased its McDonald's (MCD) stake by 265% in Q2 2026, buying an estimated $526K and bringing the position to 2,527 shares worth $683K. The position accounts for 0.28% of the portfolio, ranked #86.

Walser Wealth Management first reported a position in MCD in Q1 2026 and has held it in 2 quarters since. 3,444 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Walser Wealth Management held 2,527 shares of McDonald's worth $683K as of Q2 2026.
Walser Wealth Management bought 1,834 McDonald's shares in Q2 2026, an estimated $526K.
McDonald's made up 0.28% of Walser Wealth Management's portfolio in Q2 2026, its #86 holding.
Walser Wealth Management first reported a position in McDonald's in Q1 2026 and has held it in 2 quarters since.
3,444 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.