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

Wealth Advisory Team’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 		$228K Buy
+842
New +$241K 0.19% 38
2025
Q4 		$254K Buy
+832
New +$255K 0.22% 36
2025
Q2 		$240K Buy
+823
New +$254K 0.22% 35

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Wealth Advisory Team's MCD Position: Q2 2026 in Review

Wealth Advisory Team opened a new position in McDonald's (MCD) in Q2 2026: 842 shares worth $228K. The stake represents 0.19% of the portfolio and ranks #38 among its holdings. This is a return to the name: Wealth Advisory Team previously reported a position in MCD as recently as Q4 2025.

Wealth Advisory Team first reported a position in MCD in Q2 2025 and has held it in 3 quarters since. The position peaked at $254K in Q4 2025. 2,543 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Wealth Advisory Team held 842 shares of McDonald's worth $228K as of Q2 2026.
  • McDonald's was a new Wealth Advisory Team position in Q2 2026.
  • McDonald's made up 0.19% of Wealth Advisory Team's portfolio in Q2 2026, its #38 holding.
  • Wealth Advisory Team first reported a position in McDonald's in Q2 2025 and has held it in 3 quarters since.
  • Wealth Advisory Team's McDonald's position peaked at $254K in Q4 2025.
  • 2,543 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Wealth Advisory Team's 13F filing for Q2 2026, filed 23 Jul 2026.