Westend Capital Management’s McDonald's MCD Stock Holding History

Westend Capital 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	$98.7K	Buy	365 +14	+4%	+$4.01K	0.02%	77
2026 Q1	$109K	Sell	351 -260	-43%	-$82.8K	0.03%	72
2025 Q4	$187K	Buy	611 +272	+80%	+$83.3K	0.05%	50
2025 Q3	$103K	Hold	339	–	–	0.03%	58
2025 Q2	$99K	Hold	339	–	–	0.03%	59
2025 Q1	$106K	Buy	339 +21	+7%	+$6.28K	0.04%	55
2024 Q4	$92.2K	Sell	318 -47	-13%	-$14K	0.03%	59
2024 Q3	$111K	Buy	365 +41	+13%	+$11.3K	0.04%	57
2024 Q2	$81K	Sell	324 -61	-16%	-$16.2K	0.03%	56
2024 Q1	$109K	Buy	+385	New	+$112K	0.04%	56

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

Westend Capital Management's MCD Position: Q2 2026 in Review

Westend Capital Management increased its McDonald's (MCD) stake by 4% in Q2 2026, buying an estimated $4.01K and bringing the position to 365 shares worth $98.7K. The position accounts for 0.02% of the portfolio, ranked #77.

Westend Capital Management first reported a position in MCD in Q1 2024 and has held it in 10 quarters since. The position peaked at $187K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Westend Capital Management held 365 shares of McDonald's worth $98.7K as of Q2 2026.
Westend Capital Management bought 14 McDonald's shares in Q2 2026, an estimated $4.01K.
McDonald's made up 0.02% of Westend Capital Management's portfolio in Q2 2026, its #77 holding.
Westend Capital Management first reported a position in McDonald's in Q1 2024 and has held it in 10 quarters since.
Westend Capital Management's McDonald's position peaked at $187K in Q4 2025.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Westend Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.