Wilkinson Global Asset Management’s McDonald's MCD Stock Holding History

Wilkinson Global Asset 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	$2.32M	Hold	8,580	–	–	0.18%	33
2026 Q1	$2.67M	Sell	8,580 -40	-0.5%	-$12.7K	0.2%	29
2025 Q4	$2.63M	Sell	8,620 -35	-0.4%	-$10.7K	0.18%	33
2025 Q3	$2.63M	Hold	8,655	–	–	0.17%	32
2025 Q2	$2.53M	Sell	8,655 -60	-0.7%	-$18.5K	0.16%	32
2025 Q1	$2.72M	Sell	8,715 -80	-0.9%	-$23.9K	0.17%	34
2024 Q4	$2.55M	Hold	8,795	–	–	0.16%	34
2024 Q3	$2.68M	Hold	8,795	–	–	0.16%	35
2024 Q2	$2.24M	Sell	8,795 -90	-1%	-$23.9K	0.14%	36
2024 Q1	$2.51M	Sell	8,885 -10	-0.1%	-$2.91K	0.16%	35
2023 Q4	$2.64M	Sell	8,895 -5	-0.1%	-$1.36K	0.18%	32
2023 Q3	$2.34M	Hold	8,900	–	–	0.18%	34
2023 Q2	$2.66M	Sell	8,900 -10	-0.1%	-$2.9K	0.2%	30
2023 Q1	$2.49M	Sell	8,910 -1,200	-12%	-$321K	0.2%	33
2022 Q4	$2.66M	Sell	10,110 -25	-0.2%	-$6.59K	0.22%	32
2022 Q3	$2.34M	Hold	10,135	–	–	0.21%	32
2022 Q2	$2.5M	Hold	10,135	–	–	0.21%	32
2022 Q1	$2.51M	Sell	10,135 -20	-0.2%	-$4.98K	0.16%	38
2021 Q4	$2.72M	Hold	10,155	–	–	0.15%	40
2021 Q3	$2.45M	Hold	10,155	–	–	0.15%	40
2021 Q2	$2.35M	Hold	10,155	–	–	0.14%	41
2021 Q1	$2.28M	Buy	+10,155	New	+$2.17M	0.14%	40

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

Wilkinson Global Asset Management's MCD Position: Q2 2026 in Review

Wilkinson Global Asset Management held its McDonald's (MCD) position steady in Q2 2026 at 8,580 shares worth $2.32M. The position accounts for 0.18% of the portfolio, ranked #33.

Wilkinson Global Asset Management first reported a position in MCD in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.72M in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Wilkinson Global Asset Management held 8,580 shares of McDonald's worth $2.32M as of Q2 2026.
Wilkinson Global Asset Management left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.18% of Wilkinson Global Asset Management's portfolio in Q2 2026, its #33 holding.
Wilkinson Global Asset Management first reported a position in McDonald's in Q1 2021 and has held it in 22 quarters since.
Wilkinson Global Asset Management's McDonald's position peaked at $2.72M in Q1 2025.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Wilkinson Global Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.