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WPG Advisers’s McDonald's MCD Stock Holding History

WPG Advisers’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 		$114K Buy
420
+105
+33% +$30.1K 0.07% 176
2026
Q1 		$97.9K Sell
315
-64
-17% -$20.4K 0.07% 153
2025
Q4 		$116K Buy
379
+44
+13% +$13.5K 0.09% 151
2025
Q3 		$102K Sell
335
-45
-12% -$13.7K 0.08% 156
2025
Q2 		$111K Buy
380
+26
+7% +$8.02K 0.09% 140
2025
Q1 		$111K Sell
354
-44
-11% -$13.2K 0.1% 147
2024
Q4 		$115K Buy
+398
New +$119K 0.11% 163

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 $3.38T AUM 44.17% 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

WPG Advisers's MCD Position: Q2 2026 in Review

WPG Advisers increased its McDonald's (MCD) stake by 33% in Q2 2026, buying an estimated $30.1K and bringing the position to 420 shares worth $114K. The position accounts for 0.07% of the portfolio, ranked #176.

WPG Advisers first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $116K in Q4 2025. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • WPG Advisers held 420 shares of McDonald's worth $114K as of Q2 2026.
  • WPG Advisers bought 105 McDonald's shares in Q2 2026, an estimated $30.1K.
  • McDonald's made up 0.07% of WPG Advisers's portfolio in Q2 2026, its #176 holding.
  • WPG Advisers first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's McDonald's position peaked at $116K in Q4 2025.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.