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Wealth Alliance’s McDonald's MCD Stock Holding History

Wealth Alliance’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 		$1.72M Buy
6,366
+32
+0.5% +$9.18K 0.14% 128
2026
Q1 		$1.97M Sell
6,334
-758
-11% -$241K 0.19% 105
2025
Q4 		$2.17M Buy
7,092
+96
+1% +$29.4K 0.21% 85
2025
Q3 		$2.13M Sell
6,996
-185
-3% -$56.3K 0.22% 82
2025
Q2 		$2.1M Sell
7,181
-242
-3% -$74.6K 0.23% 81
2025
Q1 		$2.32M Buy
7,423
+605
+9% +$181K 0.28% 71
2024
Q4 		$1.98M Buy
6,818
+116
+2% +$34.6K 0.24% 87
2024
Q3 		$2.04M Buy
6,702
+1,092
+19% +$301K 0.24% 77
2024
Q2 		$1.43M Buy
5,610
+95
+2% +$25.2K 0.18% 106
2024
Q1 		$1.55M Buy
5,515
+510
+10% +$148K 0.2% 106
2023
Q4 		$1.48M Buy
5,005
+134
+3% +$36.5K 0.21% 102
2023
Q3 		$1.28M Buy
4,871
+253
+5% +$72.2K 0.2% 106
2023
Q2 		$1.38M Buy
4,618
+105
+2% +$30.5K 0.21% 106
2023
Q1 		$1.26M Buy
4,513
+327
+8% +$87.6K 0.2% 108
2022
Q4 		$1.1M Sell
4,186
-794
-16% -$209K 0.2% 122
2022
Q3 		$1.15M Sell
4,980
-185
-4% -$47.3K 0.23% 98
2022
Q2 		$1.27M Buy
5,165
+760
+17% +$187K 0.24% 91
2022
Q1 		$1.09M Sell
4,405
-150
-3% -$37.4K 0.22% 102
2021
Q4 		$1.22M Buy
4,555
+212
+5% +$53.5K 0.25% 90
2021
Q3 		$1.05M Buy
4,343
+54
+1% +$12.9K 0.24% 98
2021
Q2 		$991K Buy
4,289
+93
+2% +$21.6K 0.23% 103
2021
Q1 		$940K Buy
4,196
+138
+3% +$29.5K 0.26% 89
2020
Q4 		$871K Buy
4,058
+246
+6% +$53.5K 0.26% 95
2020
Q3 		$837K Buy
3,812
+26
+0.7% +$5.34K 0.3% 79
2020
Q2 		$698K Buy
3,786
+1,815
+92% +$333K 0.28% 90
2020
Q1 		$326K Buy
+1,971
New +$388K 0.18% 146

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 Alliance's MCD Position: Q2 2026 in Review

Wealth Alliance increased its McDonald's (MCD) stake by 0.51% in Q2 2026, buying an estimated $9.18K and bringing the position to 6,366 shares worth $1.72M. The position accounts for 0.14% of the portfolio, ranked #128.

Wealth Alliance first reported a position in MCD in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.32M in Q1 2025. 3,471 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Wealth Alliance held 6,366 shares of McDonald's worth $1.72M as of Q2 2026.
  • Wealth Alliance bought 32 McDonald's shares in Q2 2026, an estimated $9.18K.
  • McDonald's made up 0.14% of Wealth Alliance's portfolio in Q2 2026, its #128 holding.
  • Wealth Alliance first reported a position in McDonald's in Q1 2020 and has held it in 26 quarters since.
  • Wealth Alliance's McDonald's position peaked at $2.32M in Q1 2025.
  • 3,471 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.