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West Wealth Group’s McDonald's MCD Stock Holding History

West Wealth 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 		$557K Sell
2,059
-8
-0.4% -$2.29K 0.09% 80
2026
Q1 		$642K Buy
2,067
+41
+2% +$13.1K 0.13% 62
2025
Q4 		$619K Sell
2,026
-31
-2% -$9.49K 0.13% 56
2025
Q3 		$628K Sell
2,057
-277
-12% -$84.3K 0.14% 53
2025
Q2 		$718K Buy
2,334
+8
+0.3% +$2.47K 0.18% 43
2025
Q1 		$730K Buy
2,326
+42
+2% +$12.6K 0.22% 37
2024
Q4 		$662K Buy
2,284
+52
+2% +$15.5K 0.2% 37
2024
Q3 		$680K Buy
2,232
+19
+0.9% +$5.24K 0.22% 37
2024
Q2 		$564K Buy
2,213
+18
+0.8% +$4.78K 0.2% 40
2024
Q1 		$619K Buy
2,195
+6
+0.3% +$1.75K 0.23% 41
2023
Q4 		$649K Sell
2,189
-314
-13% -$85.5K 0.26% 35
2023
Q3 		$659K Sell
2,503
-60
-2% -$17.1K 0.29% 35
2023
Q2 		$765K Buy
2,563
+5
+0.2% +$1.45K 0.32% 29
2023
Q1 		$715K Buy
2,558
+5
+0.2% +$1.34K 0.33% 23
2022
Q4 		$673K Buy
2,553
+4
+0.2% +$1.05K 0.33% 28
2022
Q3 		$588K Buy
2,549
+5
+0.2% +$1.28K 0.3% 30
2022
Q2 		$628K Buy
2,544
+337
+15% +$83K 0.29% 33
2022
Q1 		$545K Buy
2,207
+74
+3% +$18.4K 0.22% 29
2021
Q4 		$571K Buy
+2,133
New +$539K 0.21% 30

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 Wealth Group's MCD Position: Q2 2026 in Review

West Wealth Group reduced its McDonald's (MCD) stake by 0.39% in Q2 2026, selling an estimated $2.29K and leaving 2,059 shares worth $557K. The position accounts for 0.09% of the portfolio, ranked #80.

West Wealth Group first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $765K in Q2 2023. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • West Wealth Group held 2,059 shares of McDonald's worth $557K as of Q2 2026.
  • West Wealth Group sold 8 McDonald's shares in Q2 2026, an estimated $2.29K.
  • McDonald's made up 0.09% of West Wealth Group's portfolio in Q2 2026, its #80 holding.
  • West Wealth Group first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • West Wealth Group's McDonald's position peaked at $765K in Q2 2023.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.