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Websterrogers Financial Advisors’s McDonald's MCD Stock Holding History

Websterrogers Financial 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 		$295K Hold
1,092
– – 0.08% 79
2026
Q1 		$339K Hold
1,092
– – 0.1% 70
2025
Q4 		$334K Sell
1,092
-11
-1% -$3.37K 0.1% 65
2025
Q3 		$335K Hold
1,103
– – 0.1% 65
2025
Q2 		$322K Hold
1,103
– – 0.1% 64
2025
Q1 		$345K Sell
1,103
-23
-2% -$6.88K 0.12% 58
2024
Q4 		$326K Buy
+1,126
New +$336K 0.11% 61
2024
Q2 		– Sell
-796
Closed -$224K – 72
2024
Q1 		$224K Hold
796
– – 0.08% 70
2023
Q4 		$236K Buy
+796
New +$217K 0.1% 66

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

Websterrogers Financial Advisors's MCD Position: Q2 2026 in Review

Websterrogers Financial Advisors held its McDonald's (MCD) position steady in Q2 2026 at 1,092 shares worth $295K. The position accounts for 0.08% of the portfolio, ranked #79.

Websterrogers Financial Advisors first reported a position in MCD in Q4 2023 and has held it in 9 quarters since. The position peaked at $345K in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Websterrogers Financial Advisors held 1,092 shares of McDonald's worth $295K as of Q2 2026.
  • Websterrogers Financial Advisors left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.08% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #79 holding.
  • Websterrogers Financial Advisors first reported a position in McDonald's in Q4 2023 and has held it in 9 quarters since.
  • Websterrogers Financial Advisors's McDonald's position peaked at $345K in Q1 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.