Wellington-Altus USA’s McDonald's MCD Stock Holding History

Wellington-Altus USA’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	$83K	Buy	267 +13	+5%	+$3.73K	0.06%	236
2026 Q1	$68.7K	Sell	254 -17	-6%	-$5.42K	0.04%	290
2025 Q4	$82.8K	Buy	+271	New	+$83K	0.06%	230

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

Wellington-Altus USA's MCD Position: Q2 2026 in Review

Wellington-Altus USA increased its McDonald's (MCD) stake by 5.1% in Q2 2026, buying an estimated $3.73K and bringing the position to 267 shares worth $83K. The position accounts for 0.06% of the portfolio, ranked #236.

Wellington-Altus USA first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. 3,475 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Wellington-Altus USA held 267 shares of McDonald's worth $83K as of Q2 2026.
Wellington-Altus USA bought 13 McDonald's shares in Q2 2026, an estimated $3.73K.
McDonald's made up 0.06% of Wellington-Altus USA's portfolio in Q2 2026, its #236 holding.
Wellington-Altus USA first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
3,475 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.