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

Aberdeen 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 		$725K Sell
2,334
-50
-2% -$15.9K 0.33% 63
2025
Q4 		$729K Sell
2,384
-20
-0.8% -$6.13K 0.34% 65
2025
Q3 		$731K Hold
2,404
– – 0.46% 65
2025
Q2 		$702K Hold
2,404
– – 0.47% 66
2025
Q1 		$751K Sell
2,404
-113
-4% -$33.8K 0.52% 56
2024
Q4 		$730K Sell
2,517
-350
-12% -$104K 0.5% 59
2024
Q3 		$873K Sell
2,867
-1,550
-35% -$427K 0.57% 47
2024
Q2 		$1.13M Sell
4,417
-100
-2% -$26.5K 0.76% 36
2024
Q1 		$1.27M Buy
4,517
+1,500
+50% +$436K 0.74% 35
2023
Q4 		$895K Sell
3,017
-1,500
-33% -$408K 0.65% 40
2023
Q3 		$1.19M Hold
4,517
– – 0.9% 32
2023
Q2 		$1.35M Hold
4,517
– – 0.97% 28
2023
Q1 		$1.26M Hold
4,517
– – 0.94% 29
2022
Q4 		$1.19M Hold
4,517
– – 0.9% 31
2022
Q3 		$1.04M Hold
4,517
– – 0.92% 34
2022
Q2 		$1.11M Sell
4,517
-50
-1% -$12.3K 0.89% 35
2022
Q1 		$1.13M Sell
4,567
-50
-1% -$12.5K 0.77% 36
2021
Q4 		$1.24M Sell
4,617
-22
-0.5% -$5.55K 0.81% 35
2021
Q3 		$1.12M Hold
4,639
– – 1.08% 29
2021
Q2 		$1.07M Hold
4,639
– – 0.99% 31
2021
Q1 		$1.04M Sell
4,639
-28
-0.6% -$5.99K 0.83% 35
2020
Q4 		$1M Buy
4,667
+28
+0.6% +$6.09K 0.76% 38
2020
Q3 		$1.02M Sell
4,639
-471
-9% -$96.7K 0.97% 33
2020
Q2 		$943K Buy
5,110
+606
+13% +$111K 1.01% 31
2020
Q1 		$745K Sell
4,504
-169
-4% -$33.3K 0.91% 35
2019
Q4 		$923K Buy
+4,673
New +$927K 0.69% 39

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
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

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

Aberdeen Wealth Management reduced its McDonald's (MCD) stake by 2.1% in Q1 2026, selling an estimated $15.9K and leaving 2,334 shares worth $725K. The position accounts for 0.33% of the portfolio, ranked #63.

Aberdeen Wealth Management first reported a position in MCD in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.35M in Q2 2023. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Aberdeen Wealth Management held 2,334 shares of McDonald's worth $725K as of Q1 2026.
  • Aberdeen Wealth Management sold 50 McDonald's shares in Q1 2026, an estimated $15.9K.
  • McDonald's made up 0.33% of Aberdeen Wealth Management's portfolio in Q1 2026, its #63 holding.
  • Aberdeen Wealth Management first reported a position in McDonald's in Q4 2019 and has held it in 26 quarters since.
  • Aberdeen Wealth Management's McDonald's position peaked at $1.35M in Q2 2023.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Aberdeen Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.