49 Wealth Management’s McDonald's MCD Stock Holding History

49 Wealth 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 Q1	$583K	Buy	1,876 +510	+37%	+$162K	0.04%	103
2025 Q4	$418K	Buy	1,366 +356	+35%	+$109K	0.03%	129
2025 Q3	$307K	Sell	1,010 -15	-1%	-$4.57K	0.03%	147
2025 Q2	$300K	Buy	1,025 +27	+3%	+$8.32K	0.03%	135
2025 Q1	$312K	Sell	998 -32	-3%	-$9.57K	0.04%	136
2024 Q4	$299K	Buy	1,030 +30	+3%	+$8.95K	0.04%	123
2024 Q3	$305K	Buy	+1,000	New	+$276K	0.05%	122

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

49 Wealth Management's MCD Position: Q1 2026 in Review

49 Wealth Management increased its McDonald's (MCD) stake by 37% in Q1 2026, buying an estimated $162K and bringing the position to 1,876 shares worth $583K. The position accounts for 0.04% of the portfolio, ranked #103.

49 Wealth Management first reported a position in MCD in Q3 2024 and has held it in 7 quarters since. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

49 Wealth Management held 1,876 shares of McDonald's worth $583K as of Q1 2026.
49 Wealth Management bought 510 McDonald's shares in Q1 2026, an estimated $162K.
McDonald's made up 0.04% of 49 Wealth Management's portfolio in Q1 2026, its #103 holding.
49 Wealth Management first reported a position in McDonald's in Q3 2024 and has held it in 7 quarters since.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.