WAOTB
MCD icon

Wealth Advisors of Tampa Bay’s McDonald's MCD Stock Holding History

Wealth Advisors of Tampa Bay’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 		$5.26M Buy
19,475
+432
+2% +$124K 1.61% 21
2026
Q1 		$5.92M Sell
19,043
-426
-2% -$136K 1.96% 18
2025
Q4 		$5.95M Buy
19,469
+1,685
+9% +$516K 2.05% 16
2025
Q3 		$5.4M Buy
17,784
+87
+0.5% +$26.5K 1.8% 16
2025
Q2 		$5.17M Buy
17,697
+140
+0.8% +$43.2K 1.95% 16
2025
Q1 		$5.48M Sell
17,557
-177
-1% -$52.9K 2.23% 13
2024
Q4 		$5.14M Sell
17,734
-34
-0.2% -$10.1K 2.2% 14
2024
Q3 		$5.41M Buy
17,768
+322
+2% +$88.8K 2.26% 11
2024
Q2 		$4.45M Buy
17,446
+1,880
+12% +$499K 2.07% 13
2024
Q1 		$4.39M Buy
15,566
+40
+0.3% +$11.6K 2.09% 15
2023
Q4 		$4.6M Sell
15,526
-15,976
-51% -$4.35M 2.31% 13
2023
Q3 		$8.3M Buy
31,502
+15,718
+100% +$4.48M 2.28% 13
2023
Q2 		$4.71M Sell
15,784
-210
-1% -$61K 2.58% 9
2023
Q1 		$4.47M Hold
15,994
– – 2.56% 9
2022
Q4 		$4.21M Buy
15,994
+107
+0.7% +$28.2K 2.61% 11
2022
Q3 		$3.67M Sell
15,887
-13,487
-46% -$3.45M 2.51% 11
2022
Q2 		$7.25M Buy
29,374
+1,050
+4% +$259K 2.24% 14
2022
Q1 		$7.01M Buy
28,324
+3,632
+15% +$905K 1.9% 20
2021
Q4 		$6.62M Buy
24,692
+12,299
+99% +$3.11M 1.62% 23
2021
Q3 		$2.99M Buy
12,393
+17
+0.1% +$4.06K 1.65% 25
2021
Q2 		$2.86M Sell
12,376
-5
-0% -$1.16K 1.59% 27
2021
Q1 		$2.77M Buy
12,381
+1,064
+9% +$228K 1.64% 26
2020
Q4 		$2.43M Buy
+11,317
New +$2.46M 1.69% 28

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 Tampa Bay's MCD Position: Q2 2026 in Review

Wealth Advisors of Tampa Bay increased its McDonald's (MCD) stake by 2.3% in Q2 2026, buying an estimated $124K and bringing the position to 19,475 shares worth $5.26M. The position accounts for 1.61% of the portfolio, ranked #21.

Wealth Advisors of Tampa Bay first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.3M in Q3 2023. 3,473 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Wealth Advisors of Tampa Bay held 19,475 shares of McDonald's worth $5.26M as of Q2 2026.
  • Wealth Advisors of Tampa Bay bought 432 McDonald's shares in Q2 2026, an estimated $124K.
  • McDonald's made up 1.61% of Wealth Advisors of Tampa Bay's portfolio in Q2 2026, its #21 holding.
  • Wealth Advisors of Tampa Bay first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • Wealth Advisors of Tampa Bay's McDonald's position peaked at $8.3M in Q3 2023.
  • 3,473 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2026, filed 14 Aug 2026.