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

AE 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
2018 Q2	–	Sell	-600	Closed	-$1K	–	488
2018 Q1	$1K	Buy	+600	New	+$98.7K	﹤0.01%	450

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

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

AE Wealth Management increased its McDonald's (MCD) stake by 21% in Q1 2026, buying an estimated $19M and bringing the position to 344,786 shares worth $107M. The position accounts for 0.58% of the portfolio, ranked #33.

AE Wealth Management first reported a position in MCD in Q4 2016 and has held it in 38 quarters since. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

AE Wealth Management held 344,786 shares of McDonald's worth $107M as of Q1 2026.
AE Wealth Management bought 59,593 McDonald's shares in Q1 2026, an estimated $19M.
McDonald's made up 0.58% of AE Wealth Management's portfolio in Q1 2026, its #33 holding.
AE Wealth Management first reported a position in McDonald's in Q4 2016 and has held it in 38 quarters since.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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