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WealthTrust Axiom’s McDonald's MCD Stock Holding History

WealthTrust Axiom’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 		$548K Sell
2,026
-119
-6% -$34.1K 0.12% 144
2026
Q1 		$667K Hold
2,145
– – 0.16% 123
2025
Q4 		$655K Buy
2,145
+43
+2% +$13.2K 0.17% 120
2025
Q3 		$639K Buy
2,102
+386
+22% +$117K 0.17% 125
2025
Q2 		$501K Sell
1,716
-230
-12% -$70.9K 0.15% 133
2025
Q1 		$608K Buy
1,946
+35
+2% +$10.5K 0.19% 112
2024
Q4 		$554K Sell
1,911
-125
-6% -$37.3K 0.17% 124
2024
Q3 		$620K Hold
2,036
– – 0.18% 113
2024
Q2 		$519K Buy
2,036
+45
+2% +$11.9K 0.17% 129
2024
Q1 		$561K Hold
1,991
– – 0.18% 122
2023
Q4 		$590K Hold
1,991
– – 0.2% 109
2023
Q3 		$525K Sell
1,991
-47
-2% -$13.4K 0.19% 112
2023
Q2 		$608K Hold
2,038
– – 0.2% 107
2023
Q1 		$570K Hold
2,038
– – 0.19% 110
2022
Q4 		$537K Hold
2,038
– – 0.19% 110
2022
Q3 		$470K Hold
2,038
– – 0.18% 114
2022
Q2 		$503K Hold
2,038
– – 0.18% 115
2022
Q1 		$504K Buy
2,038
+310
+18% +$77.2K 0.16% 130
2021
Q4 		$463K Hold
1,728
– – 0.15% 136
2021
Q3 		$416K Sell
1,728
-2
-0.1% -$477 0.14% 140
2021
Q2 		$399K Buy
1,730
+2
+0.1% +$465 0.13% 146
2021
Q1 		$387K Hold
1,728
– – 0.13% 139
2020
Q4 		$370K Hold
1,728
– – 0.13% 138
2020
Q3 		$379K Hold
1,728
– – 0.16% 115
2020
Q2 		$318K Sell
1,728
-150
-8% -$27.5K 0.14% 128
2020
Q1 		$310K Hold
1,878
– – 0.15% 117
2019
Q4 		$371K Hold
1,878
– – 0.12% 126
2019
Q3 		$403K Sell
1,878
-60
-3% -$12.9K 0.14% 120
2019
Q2 		$402K Sell
1,938
-25
-1% -$4.95K 0.14% 123
2019
Q1 		$372K Hold
1,963
– – 0.13% 132
2018
Q4 		$348K Hold
1,963
– – 0.14% 125
2018
Q3 		$328K Sell
1,963
-50
-2% -$8.01K 0.11% 148
2018
Q2 		$315K Sell
2,013
-50
-2% -$8.11K 0.11% 158
2018
Q1 		$322K Hold
2,063
– – 0.12% 153
2017
Q4 		$355K Hold
2,063
– – 0.13% 137
2017
Q3 		$323K Sell
2,063
-100
-5% -$15.7K 0.12% 150
2017
Q2 		$331K Hold
2,163
– – 0.12% 147
2017
Q1 		$280K Sell
2,163
-47
-2% -$5.9K 0.1% 168
2016
Q4 		$269K Buy
2,210
+3
+0.1% +$352 0.1% 166
2016
Q3 		$254K Sell
2,207
-138
-6% -$16.4K 0.09% 166
2016
Q2 		$282K Buy
2,345
+5
+0.2% +$626 0.11% 153
2016
Q1 		$294K Sell
2,340
-146
-6% -$17.4K 0.12% 145
2015
Q4 		$293K Buy
2,486
+5
+0.2% +$559 0.12% 141
2015
Q3 		$244K Buy
2,481
+178
+8% +$17.3K 0.1% 157
2015
Q2 		$218K Buy
+2,303
New +$223K 0.08% 189

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

WealthTrust Axiom's MCD Position: Q2 2026 in Review

WealthTrust Axiom reduced its McDonald's (MCD) stake by 5.5% in Q2 2026, selling an estimated $34.1K and leaving 2,026 shares worth $548K. The position accounts for 0.12% of the portfolio, ranked #144.

WealthTrust Axiom first reported a position in MCD in Q2 2015 and has held it in 45 quarters since. The position peaked at $667K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • WealthTrust Axiom held 2,026 shares of McDonald's worth $548K as of Q2 2026.
  • WealthTrust Axiom sold 119 McDonald's shares in Q2 2026, an estimated $34.1K.
  • McDonald's made up 0.12% of WealthTrust Axiom's portfolio in Q2 2026, its #144 holding.
  • WealthTrust Axiom first reported a position in McDonald's in Q2 2015 and has held it in 45 quarters since.
  • WealthTrust Axiom's McDonald's position peaked at $667K in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.