Whipplewood Advisors’s McDonald's MCD Stock Holding History

Whipplewood Advisors’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	$900K	Sell	3,328 -126	-4%	-$36.1K	0.61%	46
2026 Q1	$1.07M	Sell	3,454 -1,047	-23%	-$334K	0.56%	41
2025 Q4	$1.38M	Buy	4,501 +4	+0.1%	+$1.23K	0.88%	33
2025 Q3	$1.37M	Sell	4,497 -266	-6%	-$81K	0.9%	35
2025 Q2	$1.39M	Sell	4,763 -34	-0.7%	-$10.5K	0.76%	28
2025 Q1	$1.49M	Hold	4,797	–	–	0.88%	27
2024 Q4	$1.39M	Buy	+4,797	New	+$1.43M	0.79%	29

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 $3.37T AUM 44.26% 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

Whipplewood Advisors's MCD Position: Q2 2026 in Review

Whipplewood Advisors reduced its McDonald's (MCD) stake by 3.6% in Q2 2026, selling an estimated $36.1K and leaving 3,328 shares worth $900K. The position accounts for 0.61% of the portfolio, ranked #46.

Whipplewood Advisors first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.49M in Q1 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Whipplewood Advisors held 3,328 shares of McDonald's worth $900K as of Q2 2026.
Whipplewood Advisors sold 126 McDonald's shares in Q2 2026, an estimated $36.1K.
McDonald's made up 0.61% of Whipplewood Advisors's portfolio in Q2 2026, its #46 holding.
Whipplewood Advisors first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
Whipplewood Advisors's McDonald's position peaked at $1.49M in Q1 2025.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.