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Westmount Partners’s McDonald's MCD Stock Holding History

Westmount Partners’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 		$607K Buy
2,245
+41
+2% +$11.8K 0.13% 128
2026
Q1 		$685K Buy
2,204
+31
+1% +$9.88K 0.17% 112
2025
Q4 		$664K Buy
2,173
+12
+0.6% +$3.67K 0.17% 110
2025
Q3 		$649K Sell
2,161
-12
-0.6% -$3.65K 0.17% 111
2025
Q2 		$635K Sell
2,173
-82
-4% -$25.3K 0.17% 108
2025
Q1 		$705K Sell
2,255
-898
-28% -$269K 0.21% 97
2024
Q4 		$914K Sell
3,153
-41
-1% -$12.2K 0.28% 72
2024
Q3 		$973K Buy
3,194
+20
+0.6% +$5.51K 0.29% 72
2024
Q2 		$794K Buy
3,174
+114
+4% +$30.2K 0.26% 80
2024
Q1 		$863K Buy
3,060
+6
+0.2% +$1.75K 0.31% 71
2023
Q4 		$906K Sell
3,054
-139
-4% -$37.8K 0.37% 60
2023
Q3 		$841K Buy
3,193
+9
+0.3% +$2.57K 0.37% 66
2023
Q2 		$950K Buy
3,184
+5
+0.2% +$1.45K 0.41% 49
2023
Q1 		$889K Buy
3,179
+650
+26% +$174K 0.41% 50
2022
Q4 		$667K Buy
+2,529
New +$667K 0.35% 70

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

Westmount Partners's MCD Position: Q2 2026 in Review

Westmount Partners increased its McDonald's (MCD) stake by 1.9% in Q2 2026, buying an estimated $11.8K and bringing the position to 2,245 shares worth $607K. The position accounts for 0.13% of the portfolio, ranked #128.

Westmount Partners first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $973K in Q3 2024. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Westmount Partners held 2,245 shares of McDonald's worth $607K as of Q2 2026.
  • Westmount Partners bought 41 McDonald's shares in Q2 2026, an estimated $11.8K.
  • McDonald's made up 0.13% of Westmount Partners's portfolio in Q2 2026, its #128 holding.
  • Westmount Partners first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
  • Westmount Partners's McDonald's position peaked at $973K in Q3 2024.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.