Wescott Financial Advisory Group’s McDonald's MCD Stock Holding History

Wescott Financial Advisory 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	$390K	Buy	1,445 +9	+0.6%	+$2.58K	0.03%	150
2026 Q1	$446K	Buy	1,436 +66	+5%	+$21K	0.04%	134
2025 Q4	$419K	Buy	1,370 +61	+5%	+$18.7K	0.04%	137
2025 Q3	$398K	Buy	1,309 +35	+3%	+$10.7K	0.04%	134
2025 Q2	$372K	Buy	1,274 +8	+0.6%	+$2.47K	0.04%	133
2025 Q1	$396K	Buy	1,266 +17	+1%	+$5.08K	0.04%	124
2024 Q4	$362K	Sell	1,249 -16	-1%	-$4.77K	0.04%	130
2024 Q3	$385K	Buy	1,265 +37	+3%	+$10.2K	0.04%	136
2024 Q2	$313K	Buy	+1,228	New	+$326K	0.04%	140

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

Wescott Financial Advisory Group's MCD Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its McDonald's (MCD) stake by 0.63% in Q2 2026, buying an estimated $2.58K and bringing the position to 1,445 shares worth $390K. The position accounts for 0.03% of the portfolio, ranked #150.

Wescott Financial Advisory Group first reported a position in MCD in Q2 2024 and has held it in 9 quarters since. The position peaked at $446K in Q1 2026. 3,471 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Wescott Financial Advisory Group held 1,445 shares of McDonald's worth $390K as of Q2 2026.
Wescott Financial Advisory Group bought 9 McDonald's shares in Q2 2026, an estimated $2.58K.
McDonald's made up 0.03% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #150 holding.
Wescott Financial Advisory Group first reported a position in McDonald's in Q2 2024 and has held it in 9 quarters since.
Wescott Financial Advisory Group's McDonald's position peaked at $446K in Q1 2026.
3,471 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.