WW
MCD icon

Windle Wealth’s McDonald's MCD Stock Holding History

Windle Wealth’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 		$7.98M Buy
29,526
+1,814
+7% +$520K 3.21% 22
2026
Q1 		$8.61M Buy
27,712
+1,068
+4% +$340K 3.64% 16
2025
Q4 		$8.14M Buy
26,644
+349
+1% +$107K 3.65% 14
2025
Q3 		$7.99M Buy
26,295
+520
+2% +$158K 3.58% 16
2025
Q2 		$7.53M Buy
25,775
+238
+0.9% +$73.4K 3.68% 16
2025
Q1 		$7.98M Buy
25,537
+669
+3% +$200K 4.11% 15
2024
Q4 		$7.21M Buy
24,868
+484
+2% +$144K 3.99% 12
2024
Q3 		$7.43M Buy
24,384
+1,178
+5% +$325K 4.04% 12
2024
Q2 		$5.91M Buy
23,206
+1,550
+7% +$411K 3.61% 22
2024
Q1 		$6.11M Buy
21,656
+318
+1% +$92.5K 3.89% 19
2023
Q4 		$6.33M Sell
21,338
-869
-4% -$237K 4.44% 6
2023
Q3 		$5.85M Sell
22,207
-100
-0.4% -$28.5K 4.36% 10
2023
Q2 		$6.66M Sell
22,307
-63
-0.3% -$18.3K 4.8% 4
2023
Q1 		$6.25M Buy
22,370
+228
+1% +$61.1K 4.64% 6
2022
Q4 		$5.84M Buy
+22,142
New +$5.84M 4.55% 11

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

Windle Wealth's MCD Position: Q2 2026 in Review

Windle Wealth increased its McDonald's (MCD) stake by 6.5% in Q2 2026, buying an estimated $520K and bringing the position to 29,526 shares worth $7.98M. The position accounts for 3.21% of the portfolio, ranked #22.

Windle Wealth first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.61M in Q1 2026. 3,473 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Windle Wealth held 29,526 shares of McDonald's worth $7.98M as of Q2 2026.
  • Windle Wealth bought 1,814 McDonald's shares in Q2 2026, an estimated $520K.
  • McDonald's made up 3.21% of Windle Wealth's portfolio in Q2 2026, its #22 holding.
  • Windle Wealth first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
  • Windle Wealth's McDonald's position peaked at $8.61M in Q1 2026.
  • 3,473 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Windle Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.