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Wealth Advisors of Iowa’s McDonald's MCD Stock Holding History

Wealth Advisors of Iowa’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 		$202K Sell
748
-71
-9% -$20.4K 0.05% 88
2026
Q1 		$254K Buy
819
+2
+0.2% +$637 0.08% 79
2025
Q4 		$250K Sell
817
-33
-4% -$10.1K 0.08% 74
2025
Q3 		$258K Buy
850
+34
+4% +$10.3K 0.09% 69
2025
Q2 		$238K Hold
816
– – 0.09% 62
2025
Q1 		$255K Buy
816
+5
+0.6% +$1.5K 0.11% 61
2024
Q4 		$235K Sell
811
-12
-1% -$3.58K 0.12% 57
2024
Q3 		$251K Sell
823
-365
-31% -$101K 0.13% 57
2024
Q2 		$303K Sell
1,188
-100
-8% -$26.5K 0.17% 33
2024
Q1 		$363K Sell
1,288
-40
-3% -$11.6K 0.22% 39
2023
Q4 		$394K Hold
1,328
– – 0.26% 34
2023
Q3 		$350K Hold
1,328
– – 0.25% 38
2023
Q2 		$396K Buy
1,328
+115
+9% +$33.4K 0.29% 33
2023
Q1 		$339K Sell
1,213
-20
-2% -$5.36K 0.27% 37
2022
Q4 		$325K Buy
1,233
+365
+42% +$96.3K 0.27% 41
2022
Q3 		$200K Buy
+868
New +$222K 0.19% 51

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

Wealth Advisors of Iowa's MCD Position: Q2 2026 in Review

Wealth Advisors of Iowa reduced its McDonald's (MCD) stake by 8.7% in Q2 2026, selling an estimated $20.4K and leaving 748 shares worth $202K. The position accounts for 0.05% of the portfolio, ranked #88.

Wealth Advisors of Iowa first reported a position in MCD in Q3 2022 and has held it in 16 quarters since. The position peaked at $396K in Q2 2023. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Wealth Advisors of Iowa held 748 shares of McDonald's worth $202K as of Q2 2026.
  • Wealth Advisors of Iowa sold 71 McDonald's shares in Q2 2026, an estimated $20.4K.
  • McDonald's made up 0.05% of Wealth Advisors of Iowa's portfolio in Q2 2026, its #88 holding.
  • Wealth Advisors of Iowa first reported a position in McDonald's in Q3 2022 and has held it in 16 quarters since.
  • Wealth Advisors of Iowa's McDonald's position peaked at $396K in Q2 2023.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q2 2026, filed 30 Jul 2026.