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WNY Asset Management’s McDonald's MCD Stock Holding History

WNY 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 		$1.3M Sell
4,804
-175
-4% -$50.2K 0.12% 83
2026
Q1 		$1.55M Buy
+4,979
New +$1.59M 0.16% 76
2025
Q3 		$1.61M Sell
5,296
-69
-1% -$21K 0.16% 69
2025
Q2 		$1.57M Buy
5,365
+454
+9% +$140K 0.17% 64
2025
Q1 		$1.53M Buy
4,911
+118
+2% +$35.3K 0.18% 68
2024
Q4 		$1.39M Sell
4,793
-448
-9% -$134K 0.17% 70
2024
Q3 		$1.6M Buy
5,241
+369
+8% +$102K 0.19% 69
2024
Q2 		$1.24M Buy
4,872
+386
+9% +$102K 0.16% 82
2024
Q1 		$1.26M Sell
4,486
-38
-0.8% -$11.1K 0.19% 81
2023
Q4 		$1.34M Buy
4,524
+1,025
+29% +$279K 0.23% 70
2023
Q3 		$922K Buy
3,499
+68
+2% +$19.4K 0.18% 83
2023
Q2 		$1.02M Buy
3,431
+72
+2% +$20.9K 0.22% 70
2023
Q1 		$939K Buy
3,359
+2
+0.1% +$536 0.22% 76
2022
Q4 		$885K Sell
3,357
-20
-0.6% -$5.28K 0.24% 76
2022
Q3 		$777K Sell
3,377
-14
-0.4% -$3.58K 0.28% 73
2022
Q2 		$835K Hold
3,391
– – 0.28% 71
2022
Q1 		$836K Buy
3,391
+50
+1% +$12.5K 0.26% 76
2021
Q4 		$897K Sell
3,341
-20
-0.6% -$5.05K 0.27% 71
2021
Q3 		$809K Buy
3,361
+46
+1% +$11K 0.28% 73
2021
Q2 		$762K Buy
3,315
+3
+0.1% +$698 0.27% 72
2021
Q1 		$739K Sell
3,312
-29
-0.9% -$6.2K 0.3% 61
2020
Q4 		$716K Buy
+3,341
New +$727K 0.36% 39

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

WNY Asset Management's MCD Position: Q2 2026 in Review

WNY Asset Management reduced its McDonald's (MCD) stake by 3.5% in Q2 2026, selling an estimated $50.2K and leaving 4,804 shares worth $1.3M. The position accounts for 0.12% of the portfolio, ranked #83.

WNY Asset Management first reported a position in MCD in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.61M in Q3 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • WNY Asset Management held 4,804 shares of McDonald's worth $1.3M as of Q2 2026.
  • WNY Asset Management sold 175 McDonald's shares in Q2 2026, an estimated $50.2K.
  • McDonald's made up 0.12% of WNY Asset Management's portfolio in Q2 2026, its #83 holding.
  • WNY Asset Management first reported a position in McDonald's in Q4 2020 and has held it in 22 quarters since.
  • WNY Asset Management's McDonald's position peaked at $1.61M in Q3 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on WNY Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.