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Wealth Enhancement Trust Services’s McDonald's MCD Stock Holding History

Wealth Enhancement Trust Services’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 		$1.6M Buy
5,924
+121
+2% +$34.7K 0.18% 111
2026
Q1 		$1.8M Sell
5,803
-19
-0.3% -$6.05K 0.22% 94
2025
Q4 		$1.78M Buy
+5,822
New +$1.78M 0.22% 86

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 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

Wealth Enhancement Trust Services's MCD Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its McDonald's (MCD) stake by 2.1% in Q2 2026, buying an estimated $34.7K and bringing the position to 5,924 shares worth $1.6M. The position accounts for 0.18% of the portfolio, ranked #111.

Wealth Enhancement Trust Services first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.8M in Q1 2026. 2,779 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Wealth Enhancement Trust Services held 5,924 shares of McDonald's worth $1.6M as of Q2 2026.
  • Wealth Enhancement Trust Services bought 121 McDonald's shares in Q2 2026, an estimated $34.7K.
  • McDonald's made up 0.18% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #111 holding.
  • Wealth Enhancement Trust Services first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's McDonald's position peaked at $1.8M in Q1 2026.
  • 2,779 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.