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WealthCare Investment Partners’s McDonald's MCD Stock Holding History

WealthCare Investment 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 		$392K Buy
1,451
+408
+39% +$117K 0.1% 143
2026
Q1 		$325K Sell
1,043
-5
-0.5% -$1.59K 0.09% 150
2025
Q4 		$318K Buy
1,048
+66
+7% +$20.2K 0.09% 147
2025
Q3 		$295K Buy
+982
New +$299K 0.1% 139

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 $3.38T AUM 44.17% 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

WealthCare Investment Partners's MCD Position: Q2 2026 in Review

WealthCare Investment Partners increased its McDonald's (MCD) stake by 39% in Q2 2026, buying an estimated $117K and bringing the position to 1,451 shares worth $392K. The position accounts for 0.1% of the portfolio, ranked #143.

WealthCare Investment Partners first reported a position in MCD in Q3 2025 and has held it in 4 quarters since. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • WealthCare Investment Partners held 1,451 shares of McDonald's worth $392K as of Q2 2026.
  • WealthCare Investment Partners bought 408 McDonald's shares in Q2 2026, an estimated $117K.
  • McDonald's made up 0.1% of WealthCare Investment Partners's portfolio in Q2 2026, its #143 holding.
  • WealthCare Investment Partners first reported a position in McDonald's in Q3 2025 and has held it in 4 quarters since.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.