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Westshore Wealth’s McDonald's MCD Stock Holding History

Westshore Wealth’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 		$312K Buy
1,155
+25
+2% +$7.17K 0.1% 79
2026
Q1 		$351K Sell
1,130
-95
-8% -$30.3K 0.12% 67
2025
Q4 		$374K Sell
1,225
-200
-14% -$61.3K 0.12% 66
2025
Q3 		$433K Hold
1,425
– – 0.15% 59
2025
Q2 		$416K Buy
1,425
+1
+0.1% +$308 0.16% 51
2025
Q1 		$445K Hold
1,424
– – 0.19% 48
2024
Q4 		$413K Sell
1,424
-100
-7% -$29.8K 0.17% 49
2024
Q3 		$464K Hold
1,524
– – 0.19% 43
2024
Q2 		$388K Sell
1,524
-196
-11% -$52K 0.16% 44
2024
Q1 		$485K Buy
1,720
+100
+6% +$29.1K 0.2% 40
2023
Q4 		$480K Sell
1,620
-37
-2% -$10.1K 0.22% 34
2023
Q3 		$437K Sell
1,657
-588
-26% -$168K 0.24% 33
2023
Q2 		$670K Sell
2,245
-306
-12% -$88.9K 0.34% 27
2023
Q1 		$713K Buy
2,551
+507
+25% +$136K 0.37% 27
2022
Q4 		$539K Sell
2,044
-100
-5% -$26.4K 0.31% 35
2022
Q3 		$495K Sell
2,144
-200
-9% -$51.1K 0.34% 27
2022
Q2 		$579K Buy
+2,344
New +$577K 0.38% 30
2021
Q3 		– Sell
-1,138
Closed -$263K – 115
2021
Q2 		$263K Buy
+1,138
New +$265K 0.14% 109

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

Westshore Wealth's MCD Position: Q2 2026 in Review

Westshore Wealth increased its McDonald's (MCD) stake by 2.2% in Q2 2026, buying an estimated $7.17K and bringing the position to 1,155 shares worth $312K. The position accounts for 0.1% of the portfolio, ranked #79.

Westshore Wealth first reported a position in MCD in Q2 2021 and has held it in 18 quarters since. The position peaked at $713K in Q1 2023. 3,473 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Westshore Wealth held 1,155 shares of McDonald's worth $312K as of Q2 2026.
  • Westshore Wealth bought 25 McDonald's shares in Q2 2026, an estimated $7.17K.
  • McDonald's made up 0.1% of Westshore Wealth's portfolio in Q2 2026, its #79 holding.
  • Westshore Wealth first reported a position in McDonald's in Q2 2021 and has held it in 18 quarters since.
  • Westshore Wealth's McDonald's position peaked at $713K in Q1 2023.
  • 3,473 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.