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WealthPoint Financial’s McDonald's MCD Stock Holding History

WealthPoint Financial’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 		$216K Buy
801
+25
+3% +$7.17K 0.16% 120
2026
Q1 		$241K Buy
776
+13
+2% +$4.14K 0.2% 109
2025
Q4 		$233K Buy
+763
New +$234K 0.2% 106

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

WealthPoint Financial's MCD Position: Q2 2026 in Review

WealthPoint Financial increased its McDonald's (MCD) stake by 3.2% in Q2 2026, buying an estimated $7.17K and bringing the position to 801 shares worth $216K. The position accounts for 0.16% of the portfolio, ranked #120.

WealthPoint Financial first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $241K in Q1 2026. 3,454 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • WealthPoint Financial held 801 shares of McDonald's worth $216K as of Q2 2026.
  • WealthPoint Financial bought 25 McDonald's shares in Q2 2026, an estimated $7.17K.
  • McDonald's made up 0.16% of WealthPoint Financial's portfolio in Q2 2026, its #120 holding.
  • WealthPoint Financial first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • WealthPoint Financial's McDonald's position peaked at $241K in Q1 2026.
  • 3,454 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on WealthPoint Financial's 13F filing for Q2 2026, filed 6 Aug 2026.