Watershed Private Wealth’s McDonald's MCD Stock Holding History

Watershed Private Wealth’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	$248K	Sell	917 -264	-22%	-$75.7K	0.07%	116
2026 Q1	$367K	Sell	1,181 -58	-5%	-$18.5K	0.11%	91
2025 Q4	$379K	Buy	1,239 +425	+52%	+$130K	0.11%	88
2025 Q3	$247K	Sell	814 -3	-0.4%	-$913	0.08%	104
2025 Q2	$239K	Hold	817	–	–	0.09%	97
2025 Q1	$255K	Hold	817	–	–	0.1%	99
2024 Q4	$237K	Hold	817	–	–	0.09%	104
2024 Q3	$249K	Sell	817 -4	-0.5%	-$1.1K	0.1%	96
2024 Q2	$209K	Hold	821	–	–	0.09%	112
2024 Q1	$231K	Sell	821 -117	-12%	-$34K	0.1%	109
2023 Q4	$278K	Sell	938 -63	-6%	-$17.1K	0.15%	85
2023 Q3	$264K	Hold	1,001	–	–	0.16%	84
2023 Q2	$299K	Hold	1,001	–	–	0.18%	73
2023 Q1	$280K	Hold	1,001	–	–	0.19%	70
2022 Q4	$264K	Buy	+1,001	New	+$264K	0.2%	70

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

Watershed Private Wealth's MCD Position: Q2 2026 in Review

Watershed Private Wealth reduced its McDonald's (MCD) stake by 22% in Q2 2026, selling an estimated $75.7K and leaving 917 shares worth $248K. The position accounts for 0.07% of the portfolio, ranked #116.

Watershed Private Wealth first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $379K in Q4 2025. 3,441 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Watershed Private Wealth held 917 shares of McDonald's worth $248K as of Q2 2026.
Watershed Private Wealth sold 264 McDonald's shares in Q2 2026, an estimated $75.7K.
McDonald's made up 0.07% of Watershed Private Wealth's portfolio in Q2 2026, its #116 holding.
Watershed Private Wealth first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
Watershed Private Wealth's McDonald's position peaked at $379K in Q4 2025.
3,441 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.