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WealthBridge Capital Management’s McDonald's MCD Stock Holding History

WealthBridge Capital Management’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 		$589K Sell
2,179
-921
-30% -$264K 0.12% 128
2026
Q1 		$963K Buy
3,100
+28
+0.9% +$8.92K 0.22% 83
2025
Q4 		$939K Hold
3,072
– – 0.21% 77
2025
Q3 		$934K Hold
3,072
– – 0.22% 81
2025
Q2 		$898K Buy
3,072
+74
+2% +$22.8K 0.23% 79
2025
Q1 		$936K Buy
2,998
+2
+0.1% +$598 0.26% 74
2024
Q4 		$869K Hold
2,996
– – 0.24% 75
2024
Q3 		$912K Buy
2,996
+13
+0.4% +$3.58K 0.26% 69
2024
Q2 		$760K Sell
2,983
-27
-0.9% -$7.16K 0.25% 75
2024
Q1 		$849K Hold
3,010
– – 0.29% 64
2023
Q4 		$892K Buy
3,010
+23
+0.8% +$6.26K 0.33% 60
2023
Q3 		$787K Sell
2,987
-203
-6% -$57.9K 0.32% 63
2023
Q2 		$952K Buy
3,190
+3
+0.1% +$872 0.38% 57
2023
Q1 		$891K Hold
3,187
– – 0.36% 60
2022
Q4 		$840K Sell
3,187
-17
-0.5% -$4.49K 0.35% 62
2022
Q3 		$791K Hold
3,204
– – 0.34% 64
2022
Q2 		$791K Hold
3,204
– – 0.34% 64
2022
Q1 		$792K Hold
3,204
– – 0.3% 76
2021
Q4 		$859K Hold
3,204
– – 0.32% 66
2021
Q3 		$773K Hold
3,204
– – 0.29% 72
2021
Q2 		$740K Hold
3,204
– – 0.27% 83
2021
Q1 		$718K Hold
3,204
– – 0.29% 76
2020
Q4 		$688K Sell
3,204
-25
-0.8% -$5.44K 0.3% 71
2020
Q3 		$709K Hold
3,229
– – 0.36% 60
2020
Q2 		$596K Sell
3,229
-19
-0.6% -$3.48K 0.34% 60
2020
Q1 		$537K Buy
3,248
+85
+3% +$16.7K 0.37% 59
2019
Q4 		$625K Sell
3,163
-31
-1% -$6.15K 0.4% 59
2019
Q3 		$686K Buy
3,194
+389
+14% +$83.4K 0.49% 53
2019
Q2 		$498K Sell
2,805
-391
-12% -$77.4K 0.45% 54
2019
Q1 		$632K Buy
3,196
+391
+14% +$71K 0.4% 52
2018
Q4 		$498K Buy
+2,805
New +$497K 0.38% 54

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

WealthBridge Capital Management's MCD Position: Q2 2026 in Review

WealthBridge Capital Management reduced its McDonald's (MCD) stake by 30% in Q2 2026, selling an estimated $264K and leaving 2,179 shares worth $589K. The position accounts for 0.12% of the portfolio, ranked #128.

WealthBridge Capital Management first reported a position in MCD in Q4 2018 and has held it in 31 quarters since. The position peaked at $963K in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • WealthBridge Capital Management held 2,179 shares of McDonald's worth $589K as of Q2 2026.
  • WealthBridge Capital Management sold 921 McDonald's shares in Q2 2026, an estimated $264K.
  • McDonald's made up 0.12% of WealthBridge Capital Management's portfolio in Q2 2026, its #128 holding.
  • WealthBridge Capital Management first reported a position in McDonald's in Q4 2018 and has held it in 31 quarters since.
  • WealthBridge Capital Management's McDonald's position peaked at $963K in Q1 2026.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.