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Werba Rubin Papier Wealth Management’s McDonald's MCD Stock Holding History

Werba Rubin Papier Wealth 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
-1,095
Closed -$340K – 322
2026
Q1 		$340K Buy
1,095
+157
+17% +$50K 0.05% 179
2025
Q4 		$287K Buy
+938
New +$287K 0.08% 163

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

Werba Rubin Papier Wealth Management's MCD Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management sold out of McDonald's (MCD) in Q2 2026, closing a stake of 1,095 shares — an estimated $340K sold.

Werba Rubin Papier Wealth Management first reported a position in MCD in Q4 2025 and held it in 2 quarters. The position peaked at $340K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Werba Rubin Papier Wealth Management reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Werba Rubin Papier Wealth Management sold 1,095 McDonald's shares in Q2 2026, an estimated $340K.
  • Werba Rubin Papier Wealth Management first reported a position in McDonald's in Q4 2025 and held it in 2 quarters.
  • Werba Rubin Papier Wealth Management's McDonald's position peaked at $340K in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.