Walter & Keenan Wealth Management’s McDonald's MCD Stock Holding History

Walter & Keenan 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	$985K	Sell	3,643 -187	-5%	-$53.6K	0.24%	72
2026 Q1	$1.19M	Buy	3,830 +12	+0.3%	+$3.82K	0.34%	60
2025 Q4	$1.17M	Sell	3,818 -84	-2%	-$25.7K	0.31%	63
2025 Q3	$1.19M	Buy	3,902 +187	+5%	+$56.9K	0.33%	63
2025 Q2	$1.09M	Sell	3,715 -6	-0.2%	-$1.85K	0.32%	69
2025 Q1	$1.16M	Buy	3,721 +150	+4%	+$44.9K	0.35%	70
2024 Q4	$1.04M	Buy	3,571 +5	+0.1%	+$1.49K	0.31%	77
2024 Q3	$1.09M	Sell	3,566 -1,108	-24%	-$305K	0.33%	73
2024 Q2	$1.19M	Sell	4,674 -10	-0.2%	-$2.65K	0.38%	66
2024 Q1	$1.32M	Buy	4,684 +176	+4%	+$51.2K	0.43%	63
2023 Q4	$1.34M	Buy	4,508 +148	+3%	+$40.3K	0.48%	57
2023 Q3	$1.15M	Sell	4,360 -600	-12%	-$171K	0.45%	60
2023 Q2	$1.48M	Hold	4,960	–	–	0.54%	50
2023 Q1	$1.39M	Sell	4,960 -50	-1%	-$13.4K	0.53%	53
2022 Q4	$1.32M	Hold	5,010	–	–	0.52%	49
2022 Q3	$1.16M	Buy	5,010 +24	+0.5%	+$6.13K	0.49%	54
2022 Q2	$1.23M	Sell	4,986 -15	-0.3%	-$3.69K	0.49%	52
2022 Q1	$1.24M	Hold	5,001	–	–	0.42%	59
2021 Q4	$1.34M	Hold	5,001	–	–	0.44%	59
2021 Q3	$1.21M	Sell	5,001 -382	-7%	-$91.2K	0.41%	63
2021 Q2	$1.24M	Hold	5,383	–	–	0.43%	67
2021 Q1	$1.21M	Sell	5,383 -1,440	-21%	-$308K	0.43%	66
2020 Q4	$1.46M	Sell	6,823 -160	-2%	-$34.8K	0.53%	56
2020 Q3	$1.53M	Sell	6,983 -108	-2%	-$22.2K	0.61%	49
2020 Q2	$1.31M	Buy	7,091 +2,167	+44%	+$397K	0.53%	52
2020 Q1	$780K	Sell	4,924 -1,334	-21%	-$263K	0.31%	45
2019 Q4	$1.24M	Sell	6,258 -3,469	-36%	-$688K	0.48%	61
2019 Q3	$2.09M	Buy	9,727 +3,000	+45%	+$643K	0.79%	41
2019 Q2	$1.4M	Buy	6,727 +1,000	+17%	+$198K	0.62%	51
2019 Q1	$1.09M	Buy	5,727 +316	+6%	+$57.3K	0.48%	58
2018 Q4	$961K	Buy	5,411 +1	+0%	+$177	0.43%	57
2018 Q3	$905	Buy	5,410 +1	+0%	+$160	0.27%	67
2018 Q2	$848K	Buy	5,409 +300	+6%	+$48.6K	0.36%	67
2018 Q1	$799K	Buy	5,109 +1	+0%	+$165	0.35%	70
2017 Q4	$879K	Buy	5,108 +101	+2%	+$17K	0.37%	70
2017 Q3	$785K	Buy	5,007 +418	+9%	+$65.5K	0.36%	70
2017 Q2	$703K	Hold	4,589	–	–	0.35%	69
2017 Q1	$595K	Hold	4,589	–	–	0.31%	72
2016 Q4	$559K	Hold	4,589	–	–	0.3%	74
2016 Q3	$529K	Hold	4,589	–	–	0.29%	78
2016 Q2	$552K	Sell	4,589 -404	-8%	-$50.6K	0.31%	76
2016 Q1	$627K	Buy	4,993 +1	+0%	+$119	0.36%	68
2015 Q4	$590K	Buy	4,992 +850	+21%	+$95K	0.34%	70
2015 Q3	$408K	Buy	4,142 +1	+0%	+$97	0.25%	88
2015 Q2	$394K	Sell	4,141 -7,409	-64%	-$717K	0.23%	94
2015 Q1	$1.13M	Buy	11,550 +351	+3%	+$33.3K	0.64%	52
2014 Q4	$1.05M	Hold	11,199	–	–	0.6%	53
2014 Q3	$1.06M	Sell	11,199 -7,448	-40%	-$710K	0.62%	52
2014 Q2	$1.88M	Buy	18,647 +1,069	+6%	+$108K	0.98%	32
2014 Q1	$1.72M	Buy	+17,578	New	+$1.68M	0.95%	36

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

Walter & Keenan Wealth Management's MCD Position: Q2 2026 in Review

Walter & Keenan Wealth Management reduced its McDonald's (MCD) stake by 4.9% in Q2 2026, selling an estimated $53.6K and leaving 3,643 shares worth $985K. The position accounts for 0.24% of the portfolio, ranked #72.

Walter & Keenan Wealth Management first reported a position in MCD in Q1 2014 and has held it in 50 quarters since. The position peaked at $2.09M in Q3 2019. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Walter & Keenan Wealth Management held 3,643 shares of McDonald's worth $985K as of Q2 2026.
Walter & Keenan Wealth Management sold 187 McDonald's shares in Q2 2026, an estimated $53.6K.
McDonald's made up 0.24% of Walter & Keenan Wealth Management's portfolio in Q2 2026, its #72 holding.
Walter & Keenan Wealth Management first reported a position in McDonald's in Q1 2014 and has held it in 50 quarters since.
Walter & Keenan Wealth Management's McDonald's position peaked at $2.09M in Q3 2019.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.