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Wellington Group’s McDonald's MCD Stock Holding History

Wellington Group’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 		$238K Sell
879
-58
-6% -$16.6K 0.06% 135
2026
Q1 		$291K Sell
937
-160
-15% -$51K 0.09% 127
2025
Q4 		$335K Buy
+1,097
New +$336K 0.11% 117

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

Wellington Group's MCD Position: Q2 2026 in Review

Wellington Group reduced its McDonald's (MCD) stake by 6.2% in Q2 2026, selling an estimated $16.6K and leaving 879 shares worth $238K. The position accounts for 0.06% of the portfolio, ranked #135.

Wellington Group first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $335K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Wellington Group held 879 shares of McDonald's worth $238K as of Q2 2026.
  • Wellington Group sold 58 McDonald's shares in Q2 2026, an estimated $16.6K.
  • McDonald's made up 0.06% of Wellington Group's portfolio in Q2 2026, its #135 holding.
  • Wellington Group first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Wellington Group's McDonald's position peaked at $335K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.