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Western Pacific Wealth Management’s McDonald's MCD Stock Holding History

Western Pacific 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 		$137K Buy
507
+2
+0.4% +$573 0.12% 80
2026
Q1 		$157K Buy
505
+2
+0.4% +$637 0.16% 69
2025
Q4 		$154K Buy
503
+1
+0.2% +$306 0.15% 71
2025
Q3 		$152K Buy
502
+2
+0.4% +$609 0.15% 78
2025
Q2 		$146K Sell
500
-41
-8% -$12.6K 0.14% 86
2025
Q1 		$169K Buy
541
+2
+0.4% +$598 0.15% 73
2024
Q4 		$156K Sell
539
-87
-14% -$25.9K 0.13% 78
2024
Q3 		$191K Buy
626
+151
+32% +$41.6K 0.13% 62
2024
Q2 		$121K Buy
475
+146
+44% +$38.7K 0.09% 77
2024
Q1 		$92.6K Sell
329
-98
-23% -$28.5K 0.07% 105
2023
Q4 		$127K Sell
427
-209
-33% -$56.9K 0.09% 70
2023
Q3 		$168K Buy
636
+31
+5% +$8.84K 0.14% 48
2023
Q2 		$181K Hold
605
– – 0.14% 43
2023
Q1 		$169K Buy
605
+160
+36% +$42.9K 0.13% 47
2022
Q4 		$117K Buy
445
+220
+98% +$58K 0.1% 67
2022
Q3 		$51K Buy
225
+100
+80% +$25.6K 0.05% 99
2022
Q2 		$30K Hold
125
– – 0.03% 105
2022
Q1 		$30K Sell
125
-125
-50% -$31.1K 0.02% 124
2021
Q4 		$67K Buy
+250
New +$63.1K 0.04% 90

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

Western Pacific Wealth Management's MCD Position: Q2 2026 in Review

Western Pacific Wealth Management increased its McDonald's (MCD) stake by 0.4% in Q2 2026, buying an estimated $573 and bringing the position to 507 shares worth $137K. The position accounts for 0.12% of the portfolio, ranked #80.

Western Pacific Wealth Management first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $191K in Q3 2024. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Western Pacific Wealth Management held 507 shares of McDonald's worth $137K as of Q2 2026.
  • Western Pacific Wealth Management bought 2 McDonald's shares in Q2 2026, an estimated $573.
  • McDonald's made up 0.12% of Western Pacific Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Western Pacific Wealth Management first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Western Pacific Wealth Management's McDonald's position peaked at $191K in Q3 2024.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.