WAS
MCD icon

Wealth Advisory Solutions’s McDonald's MCD Stock Holding History

Wealth Advisory Solutions’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 		$251K Buy
927
+29
+3% +$8.32K 0.05% 130
2026
Q1 		$279K Sell
898
-74
-8% -$23.6K 0.06% 110
2025
Q4 		$297K Sell
972
-85
-8% -$26K 0.07% 110
2025
Q3 		$321K Sell
1,057
-390
-27% -$119K 0.08% 111
2025
Q2 		$423K Buy
1,447
+375
+35% +$116K 0.11% 96
2025
Q1 		$335K Sell
1,072
-26
-2% -$7.78K 0.09% 110
2024
Q4 		$318K Buy
1,098
+239
+28% +$71.3K 0.09% 100
2024
Q3 		$262K Buy
+859
New +$237K 0.07% 109
2024
Q2 		– Sell
-1,042
Closed -$294K – 130
2024
Q1 		$294K Buy
+1,042
New +$303K 0.08% 107
2022
Q4 		– Sell
-1,110
Closed -$256K – 135
2022
Q3 		$256K Sell
1,110
-158
-12% -$40.4K 0.07% 119
2022
Q2 		$313K Buy
1,268
+202
+19% +$49.7K 0.08% 114
2022
Q1 		$264K Buy
+1,066
New +$266K 0.05% 133
2021
Q3 		$245K Buy
1,017
+25
+3% +$5.97K 0.05% 152
2021
Q2 		$229K Sell
992
-14,924
-94% -$3.47M 0.05% 154
2021
Q1 		$3.57M Buy
+15,916
New +$3.4M 0.74% 43

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 Advisory Solutions's MCD Position: Q2 2026 in Review

Wealth Advisory Solutions increased its McDonald's (MCD) stake by 3.2% in Q2 2026, buying an estimated $8.32K and bringing the position to 927 shares worth $251K. The position accounts for 0.05% of the portfolio, ranked #130.

Wealth Advisory Solutions first reported a position in MCD in Q1 2021 and has held it in 15 quarters since. The position peaked at $3.57M in Q1 2021. 3,463 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Wealth Advisory Solutions held 927 shares of McDonald's worth $251K as of Q2 2026.
  • Wealth Advisory Solutions bought 29 McDonald's shares in Q2 2026, an estimated $8.32K.
  • McDonald's made up 0.05% of Wealth Advisory Solutions's portfolio in Q2 2026, its #130 holding.
  • Wealth Advisory Solutions first reported a position in McDonald's in Q1 2021 and has held it in 15 quarters since.
  • Wealth Advisory Solutions's McDonald's position peaked at $3.57M in Q1 2021.
  • 3,463 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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