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Willner & Heller’s McDonald's MCD Stock Holding History

Willner & Heller’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 		$473K Buy
1,750
+85
+5% +$24.4K 0.3% 95
2026
Q1 		$518K Sell
1,665
-50
-3% -$15.9K 0.39% 81
2025
Q4 		$524K Buy
1,715
+10
+0.6% +$3.06K 0.38% 85
2025
Q3 		$518K Buy
1,705
+10
+0.6% +$3.04K 0.4% 82
2025
Q2 		$495K Sell
1,695
-10
-0.6% -$3.08K 0.42% 81
2025
Q1 		$533K Buy
1,705
+10
+0.6% +$2.99K 0.49% 68
2024
Q4 		$492K Buy
1,695
+3
+0.2% +$895 0.43% 76
2024
Q3 		$515K Buy
1,692
+60
+4% +$16.5K 0.46% 72
2024
Q2 		$416K Buy
1,632
+11
+0.7% +$2.92K 0.4% 84
2024
Q1 		$457K Sell
1,621
-74
-4% -$21.5K 0.46% 80
2023
Q4 		$502K Buy
+1,695
New +$461K 0.56% 59
2022
Q4 		$436K Buy
1,655
+9
+0.5% +$2.37K 0.62% 53
2022
Q3 		$380K Buy
1,646
+9
+0.5% +$2.3K 0.61% 58
2022
Q2 		$404K Buy
1,637
+19
+1% +$4.68K 0.63% 56
2022
Q1 		$434K Sell
1,618
-28
-2% -$6.97K 0.53% 60
2021
Q4 		$397K Buy
+1,646
New +$416K 0.53% 64

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

Willner & Heller's MCD Position: Q2 2026 in Review

Willner & Heller increased its McDonald's (MCD) stake by 5.1% in Q2 2026, buying an estimated $24.4K and bringing the position to 1,750 shares worth $473K. The position accounts for 0.3% of the portfolio, ranked #95.

Willner & Heller first reported a position in MCD in Q4 2021 and has held it in 16 quarters since. The position peaked at $533K in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Willner & Heller held 1,750 shares of McDonald's worth $473K as of Q2 2026.
  • Willner & Heller bought 85 McDonald's shares in Q2 2026, an estimated $24.4K.
  • McDonald's made up 0.3% of Willner & Heller's portfolio in Q2 2026, its #95 holding.
  • Willner & Heller first reported a position in McDonald's in Q4 2021 and has held it in 16 quarters since.
  • Willner & Heller's McDonald's position peaked at $533K in Q1 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.