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Wealth Dimensions Group’s McDonald's MCD Stock Holding History

Wealth Dimensions Group’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 		$1.08M Sell
4,003
-8
-0.2% -$2.29K 0.19% 65
2026
Q1 		$1.25M Buy
4,011
+36
+0.9% +$11.5K 0.25% 47
2025
Q4 		$1.21M Sell
3,975
-69
-2% -$21.1K 0.24% 53
2025
Q3 		$1.23M Buy
4,044
+1
+0% +$304 0.25% 54
2025
Q2 		$1.18M Sell
4,043
-107
-3% -$33K 0.26% 50
2025
Q1 		$1.3M Buy
4,150
+130
+3% +$38.9K 0.31% 42
2024
Q4 		$1.17M Buy
4,020
+120
+3% +$35.8K 0.29% 46
2024
Q3 		$1.19M Buy
3,900
+180
+5% +$49.6K 0.3% 40
2024
Q2 		$948K Sell
3,720
-21
-0.6% -$5.57K 0.27% 46
2024
Q1 		$1.05M Hold
3,741
– – 0.31% 42
2023
Q4 		$1.11M Sell
3,741
-379
-9% -$103K 0.35% 38
2023
Q3 		$1.09M Sell
4,120
-24
-0.6% -$6.84K 0.39% 37
2023
Q2 		$1.24M Buy
4,144
+130
+3% +$37.8K 0.45% 36
2023
Q1 		$1.12M Sell
4,014
-57
-1% -$15.3K 0.43% 35
2022
Q4 		$1.07M Buy
4,071
+358
+10% +$94.4K 0.44% 36
2022
Q3 		$857K Buy
3,713
+1
+0% +$256 0.42% 38
2022
Q2 		$917K Sell
3,712
-36
-1% -$8.87K 0.44% 36
2022
Q1 		$927K Buy
3,748
+17
+0.5% +$4.24K 0.43% 38
2021
Q4 		$1M Buy
3,731
+323
+9% +$81.6K 0.49% 33
2021
Q3 		$822K Buy
3,408
+2
+0.1% +$477 0.53% 37
2021
Q2 		$787K Buy
3,406
+21
+0.6% +$4.89K 0.53% 36
2021
Q1 		$759K Buy
3,385
+1,400
+71% +$299K 0.59% 33
2020
Q4 		$426K Buy
+1,985
New +$432K 0.37% 60

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 Dimensions Group's MCD Position: Q2 2026 in Review

Wealth Dimensions Group reduced its McDonald's (MCD) stake by 0.2% in Q2 2026, selling an estimated $2.29K and leaving 4,003 shares worth $1.08M. The position accounts for 0.19% of the portfolio, ranked #65.

Wealth Dimensions Group first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.3M in Q1 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Wealth Dimensions Group held 4,003 shares of McDonald's worth $1.08M as of Q2 2026.
  • Wealth Dimensions Group sold 8 McDonald's shares in Q2 2026, an estimated $2.29K.
  • McDonald's made up 0.19% of Wealth Dimensions Group's portfolio in Q2 2026, its #65 holding.
  • Wealth Dimensions Group first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • Wealth Dimensions Group's McDonald's position peaked at $1.3M in Q1 2025.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.