WWA
MCD icon

Wingate Wealth Advisors’s McDonald's MCD Stock Holding History

Wingate 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 		– Sell
-644
Closed -$200K – 128
2026
Q1 		$200K Sell
644
-100
-13% -$31.9K 0.11% 121
2025
Q4 		$227K Sell
744
-525
-41% -$161K 0.13% 110
2025
Q3 		$386K Buy
1,269
+169
+15% +$51.4K 0.27% 73
2025
Q2 		$321K Buy
1,100
+100
+10% +$30.8K 0.29% 80
2025
Q1 		$312K Hold
1,000
– – 0.36% 76
2024
Q4 		$290K Buy
+1,000
New +$298K 0.28% 77

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

Wingate Wealth Advisors's MCD Position: Q2 2026 in Review

Wingate Wealth Advisors sold out of McDonald's (MCD) in Q2 2026, closing a stake of 644 shares — an estimated $200K sold.

Wingate Wealth Advisors first reported a position in MCD in Q4 2024 and held it in 6 quarters. The position peaked at $386K in Q3 2025. 3,442 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Wingate Wealth Advisors reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Wingate Wealth Advisors sold 644 McDonald's shares in Q2 2026, an estimated $200K.
  • Wingate Wealth Advisors first reported a position in McDonald's in Q4 2024 and held it in 6 quarters.
  • Wingate Wealth Advisors's McDonald's position peaked at $386K in Q3 2025.
  • 3,442 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.