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White Knight Strategic Wealth Advisors’s McDonald's MCD Stock Holding History

White Knight Strategic Wealth 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 		$426K Buy
1,574
+136
+9% +$39K 0.3% 57
2026
Q1 		$447K Sell
1,438
-57
-4% -$18.2K 0.38% 54
2025
Q4 		$457K Buy
+1,495
New +$458K 0.33% 55

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

White Knight Strategic Wealth Advisors's MCD Position: Q2 2026 in Review

White Knight Strategic Wealth Advisors increased its McDonald's (MCD) stake by 9.5% in Q2 2026, buying an estimated $39K and bringing the position to 1,574 shares worth $426K. The position accounts for 0.3% of the portfolio, ranked #57.

White Knight Strategic Wealth Advisors first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $457K in Q4 2025. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • White Knight Strategic Wealth Advisors held 1,574 shares of McDonald's worth $426K as of Q2 2026.
  • White Knight Strategic Wealth Advisors bought 136 McDonald's shares in Q2 2026, an estimated $39K.
  • McDonald's made up 0.3% of White Knight Strategic Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • White Knight Strategic Wealth Advisors first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • White Knight Strategic Wealth Advisors's McDonald's position peaked at $457K in Q4 2025.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.