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WFA of San Diego’s McDonald's MCD Stock Holding History

WFA of San Diego’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 		– Sell
-372
Closed -$116K – 256
2026
Q1 		$116K Sell
372
-72
-16% -$22.9K 0.09% 121
2025
Q4 		$136K Buy
444
+2
+0.5% +$613 0.1% 117
2025
Q3 		$134K Buy
442
+3
+0.7% +$913 0.09% 123
2025
Q2 		$128K Buy
+439
New +$135K 0.09% 121
2024
Q3 		$5.18K Hold
17
– – ﹤0.01% 318
2024
Q2 		$4.33K Buy
+17
New +$4.51K ﹤0.01% 323
2023
Q3 		$4.48K Buy
+17
New +$4.85K ﹤0.01% 316
2023
Q1 		– Sell
-390
Closed -$103K – 271
2022
Q4 		$103K Buy
+390
New +$103K 0.08% 138
2022
Q3 		– Sell
-49
Closed -$12K – 265
2022
Q2 		$12K Buy
+49
New +$12.1K 0.01% 264
2022
Q1 		– Sell
-1,114
Closed -$299K – 131
2021
Q4 		$299K Buy
1,114
+118
+12% +$29.8K 0.17% 97
2021
Q3 		$240K Buy
996
+104
+12% +$24.8K 0.17% 91
2021
Q2 		$206K Buy
+892
New +$208K 0.16% 86
2021
Q1 		– Sell
-850
Closed -$214K – 114
2020
Q4 		$214K Buy
+850
New +$185K 0.06% 50
2020
Q3 		– Sell
-2,308
Closed -$486K – 176
2020
Q2 		$486K Buy
+2,308
New +$423K 0.11% 157

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 $3.38T AUM 44.17% 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

WFA of San Diego's MCD Position: Q2 2026 in Review

WFA of San Diego sold out of McDonald's (MCD) in Q2 2026, closing a stake of 372 shares — an estimated $116K sold.

WFA of San Diego first reported a position in MCD in Q2 2020 and held it in 14 quarters. The position peaked at $486K in Q2 2020. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • WFA of San Diego reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 372 McDonald's shares in Q2 2026, an estimated $116K.
  • WFA of San Diego first reported a position in McDonald's in Q2 2020 and held it in 14 quarters.
  • WFA of San Diego's McDonald's position peaked at $486K in Q2 2020.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.