Whalen Wealth Management’s McDonald's MCD Stock Holding History

Whalen 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	–	Sell	-1,946	Closed	-$605K	–	212
2026 Q1	$605K	Sell	1,946 -315	-14%	-$100K	0.32%	83
2025 Q4	$691K	Buy	+2,261	New	+$693K	0.37%	73

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 $3.38T AUM 44.17% 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

Whalen Wealth Management's MCD Position: Q2 2026 in Review

Whalen Wealth Management sold out of McDonald's (MCD) in Q2 2026, closing a stake of 1,946 shares — an estimated $605K sold.

Whalen Wealth Management first reported a position in MCD in Q4 2025 and held it in 2 quarters. The position peaked at $691K in Q4 2025. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Whalen Wealth Management reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Whalen Wealth Management sold 1,946 McDonald's shares in Q2 2026, an estimated $605K.
Whalen Wealth Management first reported a position in McDonald's in Q4 2025 and held it in 2 quarters.
Whalen Wealth Management's McDonald's position peaked at $691K in Q4 2025.
3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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