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Wheelhouse Advisory Group’s McDonald's MCD Stock Holding History

Wheelhouse Advisory Group’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 		$217K Hold
803
– – 0.06% 53
2026
Q1 		$249K Sell
803
-23
-3% -$7.33K 0.08% 44
2025
Q4 		$255K Buy
826
+24
+3% +$7.35K 0.1% 43
2025
Q3 		$244K Buy
+802
New +$244K 0.11% 42

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wheelhouse Advisory Group's MCD Position: Q2 2026 in Review

Wheelhouse Advisory Group held its McDonald's (MCD) position steady in Q2 2026 at 803 shares worth $217K. The position accounts for 0.06% of the portfolio, ranked #53.

Wheelhouse Advisory Group first reported a position in MCD in Q3 2025 and has held it in 4 quarters since. The position peaked at $255K in Q4 2025. 2,393 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Wheelhouse Advisory Group held 803 shares of McDonald's worth $217K as of Q2 2026.
  • Wheelhouse Advisory Group left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.06% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #53 holding.
  • Wheelhouse Advisory Group first reported a position in McDonald's in Q3 2025 and has held it in 4 quarters since.
  • Wheelhouse Advisory Group's McDonald's position peaked at $255K in Q4 2025.
  • 2,393 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.