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Wealthedge Investment Advisors’s McDonald's MCD Stock Holding History

Wealthedge Investment Advisors’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 		$459K Sell
1,696
-2,237
-57% -$641K 0.16% 99
2026
Q1 		$1.22M Buy
3,933
+2,515
+177% +$801K 0.45% 56
2025
Q4 		$434K Buy
1,418
+23
+2% +$7.04K 0.16% 94
2025
Q3 		$424K Buy
1,395
+50
+4% +$15.2K 0.16% 100
2025
Q2 		$393K Sell
1,345
-9
-0.7% -$2.77K 0.16% 111
2025
Q1 		$423K Sell
1,354
-76
-5% -$22.7K 0.19% 104
2024
Q4 		$415K Buy
+1,430
New +$426K 0.19% 104

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

Wealthedge Investment Advisors's MCD Position: Q2 2026 in Review

Wealthedge Investment Advisors reduced its McDonald's (MCD) stake by 57% in Q2 2026, selling an estimated $641K and leaving 1,696 shares worth $459K. The position accounts for 0.16% of the portfolio, ranked #99.

Wealthedge Investment Advisors first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.22M in Q1 2026. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Wealthedge Investment Advisors held 1,696 shares of McDonald's worth $459K as of Q2 2026.
  • Wealthedge Investment Advisors sold 2,237 McDonald's shares in Q2 2026, an estimated $641K.
  • McDonald's made up 0.16% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #99 holding.
  • Wealthedge Investment Advisors first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Wealthedge Investment Advisors's McDonald's position peaked at $1.22M in Q1 2026.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.