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West Michigan Advisors’s McDonald's MCD Stock Holding History

West Michigan 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 		$942K Sell
3,485
-434
-11% -$124K 0.18% 132
2026
Q1 		$1.22M Buy
3,919
+383
+11% +$122K 0.27% 93
2025
Q4 		$1.08M Sell
3,536
-245
-6% -$75K 0.25% 101
2025
Q3 		$1.15M Buy
3,781
+377
+11% +$115K 0.28% 91
2025
Q2 		$994K Sell
3,404
-323
-9% -$99.6K 0.28% 67
2025
Q1 		$1.16M Buy
3,727
+395
+12% +$118K 0.39% 53
2024
Q4 		$966K Buy
3,332
+128
+4% +$38.2K 0.29% 66
2024
Q3 		$976K Sell
3,204
-325
-9% -$89.6K 0.29% 66
2024
Q2 		$899K Sell
3,529
-202
-5% -$53.6K 0.29% 61
2024
Q1 		$1.05M Sell
3,731
-509
-12% -$148K 0.34% 53
2023
Q4 		$1.26M Sell
4,240
-127
-3% -$34.6K 0.48% 47
2023
Q3 		$1.15M Sell
4,367
-44
-1% -$12.5K 0.62% 44
2023
Q2 		$1.32M Sell
4,411
-202
-4% -$58.7K 0.53% 55
2023
Q1 		$1.29M Buy
4,613
+2,247
+95% +$602K 0.73% 36
2022
Q4 		$624K Sell
2,366
-175
-7% -$46.2K 0.45% 50
2022
Q3 		$587K Sell
2,541
-51
-2% -$13K 0.51% 49
2022
Q2 		$640K Buy
2,592
+148
+6% +$36.4K 0.55% 47
2022
Q1 		$604K Buy
2,444
+347
+17% +$86.4K 0.41% 55
2021
Q4 		$562K Buy
+2,097
New +$529K 0.42% 54

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

West Michigan Advisors's MCD Position: Q2 2026 in Review

West Michigan Advisors reduced its McDonald's (MCD) stake by 11% in Q2 2026, selling an estimated $124K and leaving 3,485 shares worth $942K. The position accounts for 0.18% of the portfolio, ranked #132.

West Michigan Advisors first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.32M in Q2 2023. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • West Michigan Advisors held 3,485 shares of McDonald's worth $942K as of Q2 2026.
  • West Michigan Advisors sold 434 McDonald's shares in Q2 2026, an estimated $124K.
  • McDonald's made up 0.18% of West Michigan Advisors's portfolio in Q2 2026, its #132 holding.
  • West Michigan Advisors first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • West Michigan Advisors's McDonald's position peaked at $1.32M in Q2 2023.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.