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Wiser Advisor Group’s McDonald's MCD Stock Holding History

Wiser Advisor 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 		$1.25M Buy
4,612
+30
+0.7% +$8.6K 1.36% 28
2026
Q1 		$1.42M Sell
4,582
-12
-0.3% -$3.82K 1.72% 26
2025
Q4 		$1.4M Buy
4,594
+63
+1% +$19.3K 1.61% 24
2025
Q3 		$1.38M Buy
4,531
+129
+3% +$39.3K 1.71% 23
2025
Q2 		$1.29M Buy
4,402
+292
+7% +$90K 2.23% 20
2025
Q1 		$1.28M Sell
4,110
-264
-6% -$79K 1.9% 19
2024
Q4 		$1.27M Buy
4,374
+95
+2% +$28.3K 1.84% 20
2024
Q3 		$1.3M Buy
4,279
+74
+2% +$20.4K 1.94% 21
2024
Q2 		$1.07M Buy
4,205
+525
+14% +$139K 1.68% 22
2024
Q1 		$1.04M Sell
3,680
-21
-0.6% -$6.11K 1.63% 22
2023
Q4 		$1.1M Buy
+3,701
New +$1.01M 1.83% 19

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

Wiser Advisor Group's MCD Position: Q2 2026 in Review

Wiser Advisor Group increased its McDonald's (MCD) stake by 0.65% in Q2 2026, buying an estimated $8.6K and bringing the position to 4,612 shares worth $1.25M. The position accounts for 1.36% of the portfolio, ranked #28.

Wiser Advisor Group first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.42M in Q1 2026. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Wiser Advisor Group held 4,612 shares of McDonald's worth $1.25M as of Q2 2026.
  • Wiser Advisor Group bought 30 McDonald's shares in Q2 2026, an estimated $8.6K.
  • McDonald's made up 1.36% of Wiser Advisor Group's portfolio in Q2 2026, its #28 holding.
  • Wiser Advisor Group first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • Wiser Advisor Group's McDonald's position peaked at $1.42M in Q1 2026.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.