Wealth Management Partners’s McDonald's MCD Stock Holding History

Wealth Management Partners’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	–	Sell	-737	Closed	-$229K	–	158
2026 Q1	$229K	Buy	+737	New	+$235K	0.07%	140
2024 Q4	–	Sell	-698	Closed	-$213K	–	119
2024 Q3	$213K	Buy	+698	New	+$192K	0.1%	106
2024 Q2	–	Sell	-780	Closed	-$220K	–	117
2024 Q1	$220K	Sell	780 -77	-9%	-$22.4K	0.11%	109
2023 Q4	$254K	Hold	857	–	–	0.14%	103
2023 Q3	$226K	Hold	857	–	–	0.14%	105
2023 Q2	$256K	Sell	857 -21	-2%	-$6.1K	0.16%	99
2023 Q1	$245K	Sell	878 -122	-12%	-$32.7K	0.17%	100
2022 Q4	$231K	Hold	1,000	–	–	0.19%	87
2022 Q3	$200K	Hold	1,000	–	–	0.18%	91
2022 Q2	$218K	Buy	+1,000	New	+$246K	0.19%	91
2022 Q1	–	Sell	-1,000	Closed	-$206K	–	120
2021 Q4	$206K	Buy	+1,000	New	+$252K	0.14%	105

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 Management Partners's MCD Position: Q2 2026 in Review

Wealth Management Partners sold out of McDonald's (MCD) in Q2 2026, closing a stake of 737 shares — an estimated $229K sold.

Wealth Management Partners first reported a position in MCD in Q4 2021 and held it in 11 quarters. The position peaked at $256K in Q2 2023. 3,444 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Wealth Management Partners reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Wealth Management Partners sold 737 McDonald's shares in Q2 2026, an estimated $229K.
Wealth Management Partners first reported a position in McDonald's in Q4 2021 and held it in 11 quarters.
Wealth Management Partners's McDonald's position peaked at $256K in Q2 2023.
3,444 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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