Wolff Financial Management’s McDonald's MCD Stock Holding History

Wolff Financial 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	$1.34M	Hold	4,951	–	–	0.27%	38
2026 Q1	$1.54M	Hold	4,951	–	–	0.34%	30
2025 Q4	$1.51M	Hold	4,951	–	–	0.34%	31
2025 Q3	$1.5M	Sell	4,951 -17	-0.3%	-$5.17K	0.35%	32
2025 Q2	$1.45M	Hold	4,968	–	–	0.38%	30
2025 Q1	$1.55M	Sell	4,968 -145	-3%	-$43.4K	0.43%	27
2024 Q4	$1.48M	Hold	5,113	–	–	0.41%	28
2024 Q3	$1.56M	Buy	+5,113	New	+$1.41M	0.42%	30
2024 Q2	–	Sell	-5,133	Closed	-$1.45M	–	67
2024 Q1	$1.45M	Sell	5,133 -117	-2%	-$34K	0.42%	31
2023 Q4	$1.56M	Hold	5,250	–	–	0.48%	26
2023 Q3	$1.38M	Buy	+5,250	New	+$1.5M	0.47%	30
2023 Q2	–	Sell	-5,250	Closed	-$1.47M	–	69
2023 Q1	$1.47M	Buy	5,250 +1	+0%	+$268	0.51%	33
2022 Q4	$1.38M	Sell	5,249 -10	-0.2%	-$2.64K	0.51%	35
2022 Q3	$1.21M	Buy	5,259 +10	+0.2%	+$2.56K	0.55%	35
2022 Q2	$1.3M	Hold	5,249	–	–	0.58%	35
2022 Q1	$1.3M	Sell	5,249 -7	-0.1%	-$1.74K	0.52%	38
2021 Q4	$1.41M	Buy	+5,256	New	+$1.33M	0.53%	37
2021 Q1	$1.15M	Hold	5,133	–	–	0.53%	36
2020 Q4	$1.1M	Hold	5,133	–	–	0.58%	33
2020 Q3	$1.13M	Sell	5,133 -18	-0.3%	-$3.69K	0.67%	32
2020 Q2	$950K	Buy	5,151 +1	+0%	+$183	0.6%	32
2020 Q1	$852K	Buy	5,150 +142	+3%	+$28K	0.64%	33
2019 Q4	$990K	Buy	5,008 +92	+2%	+$18.2K	0.66%	32
2019 Q3	$1.06M	Hold	4,916	–	–	0.77%	26
2019 Q2	$1.02M	Hold	4,916	–	–	0.79%	27
2019 Q1	$934K	Hold	4,916	–	–	0.78%	25
2018 Q4	$873K	Buy	+4,916	New	+$872K	0.85%	22

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wolff Financial Management's MCD Position: Q2 2026 in Review

Wolff Financial Management held its McDonald's (MCD) position steady in Q2 2026 at 4,951 shares worth $1.34M. The position accounts for 0.27% of the portfolio, ranked #38.

Wolff Financial Management first reported a position in MCD in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.56M in Q3 2024. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Wolff Financial Management held 4,951 shares of McDonald's worth $1.34M as of Q2 2026.
Wolff Financial Management left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.27% of Wolff Financial Management's portfolio in Q2 2026, its #38 holding.
Wolff Financial Management first reported a position in McDonald's in Q4 2018 and has held it in 27 quarters since.
Wolff Financial Management's McDonald's position peaked at $1.56M in Q3 2024.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.