Wealth Effects’s McDonald's MCD Stock Holding History

Wealth Effects’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	$336K	Buy	1,243 +495	+66%	+$142K	0.09%	176
2026 Q1	$232K	Hold	748	–	–	0.08%	193
2025 Q4	$229K	Buy	+748	New	+$229K	0.07%	185
2025 Q3	–	Sell	-815	Closed	-$238K	–	224
2025 Q2	$238K	Sell	815 -70	-8%	-$21.6K	0.09%	180
2025 Q1	$276K	Hold	885	–	–	0.12%	148
2024 Q4	$257K	Sell	885 -443	-33%	-$132K	0.09%	178
2024 Q3	$404K	Hold	1,328	–	–	0.14%	129
2024 Q2	$338K	Sell	1,328 -15	-1%	-$3.98K	0.12%	136
2024 Q1	$379K	Sell	1,343 -25	-2%	-$7.27K	0.14%	130
2023 Q4	$406K	Buy	1,368 +22	+2%	+$5.99K	0.15%	128
2023 Q3	$355K	Buy	1,346 +13	+1%	+$3.71K	0.18%	117
2023 Q2	$398K	Hold	1,333	–	–	0.18%	118
2023 Q1	$373K	Hold	1,333	–	–	0.19%	120
2022 Q4	$351K	Buy	+1,333	New	+$352K	0.2%	118

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wealth Effects's MCD Position: Q2 2026 in Review

Wealth Effects increased its McDonald's (MCD) stake by 66% in Q2 2026, buying an estimated $142K and bringing the position to 1,243 shares worth $336K. The position accounts for 0.09% of the portfolio, ranked #176.

Wealth Effects first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $406K in Q4 2023. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Wealth Effects held 1,243 shares of McDonald's worth $336K as of Q2 2026.
Wealth Effects bought 495 McDonald's shares in Q2 2026, an estimated $142K.
McDonald's made up 0.09% of Wealth Effects's portfolio in Q2 2026, its #176 holding.
Wealth Effects first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
Wealth Effects's McDonald's position peaked at $406K in Q4 2023.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.