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Wealthspan Partners’s McDonald's MCD Stock Holding History

Wealthspan 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 		$1.92M Buy
7,103
+150
+2% +$43K 0.61% 35
2026
Q1 		$2.16M Buy
6,953
+2
+0% +$637 0.76% 32
2025
Q4 		$2.12M Hold
6,951
– – 0.77% 31
2025
Q3 		$2.11M Sell
6,951
-114
-2% -$34.7K 0.81% 27
2025
Q2 		$2.06M Sell
7,065
-20
-0.3% -$6.17K 0.85% 28
2025
Q1 		$2.21M Sell
7,085
-5
-0.1% -$1.5K 1.02% 26
2024
Q4 		$2.06M Sell
7,090
-724
-9% -$216K 0.98% 25
2024
Q3 		$2.38M Sell
7,814
-26
-0.3% -$7.17K 1.17% 21
2024
Q2 		$2M Sell
7,840
-43
-0.5% -$11.4K 1.1% 21
2024
Q1 		$2.22M Buy
7,883
+73
+0.9% +$21.2K 1.31% 17
2023
Q4 		$2.32M Buy
7,810
+89
+1% +$24.2K 1.62% 16
2023
Q3 		$2.03M Buy
7,721
+12
+0.2% +$3.42K 1.61% 16
2023
Q2 		$2.3M Sell
7,709
-34
-0.4% -$9.88K 1.82% 15
2023
Q1 		$2.17M Buy
7,743
+10
+0.1% +$2.68K 1.85% 14
2022
Q4 		$2.04M Sell
7,733
-22
-0.3% -$5.8K 1.85% 14
2022
Q3 		$1.79M Buy
7,755
+1,186
+18% +$303K 1.85% 14
2022
Q2 		$1.62M Hold
6,569
– – 1.68% 13
2022
Q1 		$1.62M Sell
6,569
-93
-1% -$23.2K 1.47% 14
2021
Q4 		$1.79M Buy
+6,662
New +$1.68M 1.58% 15

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

Wealthspan Partners's MCD Position: Q2 2026 in Review

Wealthspan Partners increased its McDonald's (MCD) stake by 2.2% in Q2 2026, buying an estimated $43K and bringing the position to 7,103 shares worth $1.92M. The position accounts for 0.61% of the portfolio, ranked #35.

Wealthspan Partners first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.38M in Q3 2024. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Wealthspan Partners held 7,103 shares of McDonald's worth $1.92M as of Q2 2026.
  • Wealthspan Partners bought 150 McDonald's shares in Q2 2026, an estimated $43K.
  • McDonald's made up 0.61% of Wealthspan Partners's portfolio in Q2 2026, its #35 holding.
  • Wealthspan Partners first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Wealthspan Partners's McDonald's position peaked at $2.38M in Q3 2024.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.