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

Wilkerson 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 		$71.5K Sell
264
-10
-4% -$2.87K 0.02% 190
2026
Q1 		$85.3K Buy
274
+40
+17% +$12.7K 0.03% 159
2025
Q4 		$71.7K Buy
+234
New +$71.7K 0.03% 138

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 $3.37T AUM 44.26% 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

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

Wilkerson Advisory Group reduced its McDonald's (MCD) stake by 3.6% in Q2 2026, selling an estimated $2.87K and leaving 264 shares worth $71.5K. The position accounts for 0.02% of the portfolio, ranked #190.

Wilkerson Advisory Group first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $85.3K in Q1 2026. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Wilkerson Advisory Group held 264 shares of McDonald's worth $71.5K as of Q2 2026.
  • Wilkerson Advisory Group sold 10 McDonald's shares in Q2 2026, an estimated $2.87K.
  • McDonald's made up 0.02% of Wilkerson Advisory Group's portfolio in Q2 2026, its #190 holding.
  • Wilkerson Advisory Group first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's McDonald's position peaked at $85.3K in Q1 2026.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.