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XXI Wealth LLC’s McDonald's MCD Stock Holding History

XXI Wealth LLC’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 		$361K Sell
1,334
-80
-6% -$22.9K 0.17% 147
2026
Q1 		$439K Buy
1,414
+359
+34% +$114K 0.25% 111
2025
Q4 		$322K Buy
+1,055
New +$323K 0.2% 126

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

XXI Wealth LLC's MCD Position: Q2 2026 in Review

XXI Wealth LLC reduced its McDonald's (MCD) stake by 5.7% in Q2 2026, selling an estimated $22.9K and leaving 1,334 shares worth $361K. The position accounts for 0.17% of the portfolio, ranked #147.

XXI Wealth LLC first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $439K in Q1 2026. 3,454 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • XXI Wealth LLC held 1,334 shares of McDonald's worth $361K as of Q2 2026.
  • XXI Wealth LLC sold 80 McDonald's shares in Q2 2026, an estimated $22.9K.
  • McDonald's made up 0.17% of XXI Wealth LLC's portfolio in Q2 2026, its #147 holding.
  • XXI Wealth LLC first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • XXI Wealth LLC's McDonald's position peaked at $439K in Q1 2026.
  • 3,454 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on XXI Wealth LLC's 13F filing for Q2 2026, filed 14 Aug 2026.