WealthTrust Asset Management’s McDonald's MCD Stock Holding History

WealthTrust Asset 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	–	Sell	-652	Closed	-$203K	–	116
2026 Q1	$203K	Buy	+652	New	+$208K	0.12%	92
2024 Q2	–	Sell	-792	Closed	-$223K	–	97
2024 Q1	$223K	Buy	792 +23	+3%	+$6.69K	0.17%	76
2023 Q4	$228K	Buy	+769	New	+$209K	0.19%	73

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WealthTrust Asset Management's MCD Position: Q2 2026 in Review

WealthTrust Asset Management sold out of McDonald's (MCD) in Q2 2026, closing a stake of 652 shares — an estimated $203K sold.

WealthTrust Asset Management first reported a position in MCD in Q4 2023 and held it in 3 quarters. The position peaked at $228K in Q4 2023. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

WealthTrust Asset Management reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
WealthTrust Asset Management sold 652 McDonald's shares in Q2 2026, an estimated $203K.
WealthTrust Asset Management first reported a position in McDonald's in Q4 2023 and held it in 3 quarters.
WealthTrust Asset Management's McDonald's position peaked at $228K in Q4 2023.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on WealthTrust Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.