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Alaethes Wealth’s McDonald's MCD Stock Holding History

Alaethes Wealth’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 		$327K Sell
1,052
-3
-0.3% -$956 0.09% 104
2025
Q4 		$322K Sell
1,055
-57
-5% -$17.5K 0.09% 100
2025
Q3 		$338K Sell
1,112
-87
-7% -$26.5K 0.1% 95
2025
Q2 		$350K Sell
1,199
-20
-2% -$6.17K 0.1% 95
2025
Q1 		$381K Buy
1,219
+35
+3% +$10.5K 0.14% 93
2024
Q4 		$343K Hold
1,184
– – 0.12% 96
2024
Q3 		$361K Buy
1,184
+153
+15% +$42.2K 0.13% 96
2024
Q2 		$263K Sell
1,031
-55
-5% -$14.6K 0.11% 100
2024
Q1 		$306K Sell
1,086
-379
-26% -$110K 0.13% 99
2023
Q4 		$434K Buy
1,465
+13
+0.9% +$3.54K 0.21% 94
2023
Q3 		$383K Sell
1,452
-3
-0.2% -$856 0.21% 93
2023
Q2 		$434K Buy
1,455
+21
+1% +$6.1K 0.24% 92
2023
Q1 		$401K Buy
1,434
+423
+42% +$113K 0.24% 94
2022
Q4 		$266K Sell
1,011
-64
-6% -$16.9K 0.18% 93
2022
Q3 		$248K Hold
1,075
– – 0.18% 95
2022
Q2 		$265K Sell
1,075
-1,713
-61% -$422K 0.2% 94
2022
Q1 		$689K Sell
2,788
-2,284
-45% -$569K 0.44% 80
2021
Q4 		$1.36M Buy
5,072
+464
+10% +$117K 0.86% 39
2021
Q3 		$1.11M Sell
4,608
-137
-3% -$32.7K 0.81% 45
2021
Q2 		$1.1M Buy
4,745
+169
+4% +$39.3K 0.85% 40
2021
Q1 		$1.03M Buy
+4,576
New +$979K 0.95% 35

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

Alaethes Wealth's MCD Position: Q1 2026 in Review

Alaethes Wealth reduced its McDonald's (MCD) stake by 0.28% in Q1 2026, selling an estimated $956 and leaving 1,052 shares worth $327K. The position accounts for 0.09% of the portfolio, ranked #104.

Alaethes Wealth first reported a position in MCD in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.36M in Q4 2021. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Alaethes Wealth held 1,052 shares of McDonald's worth $327K as of Q1 2026.
  • Alaethes Wealth sold 3 McDonald's shares in Q1 2026, an estimated $956.
  • McDonald's made up 0.09% of Alaethes Wealth's portfolio in Q1 2026, its #104 holding.
  • Alaethes Wealth first reported a position in McDonald's in Q1 2021 and has held it in 21 quarters since.
  • Alaethes Wealth's McDonald's position peaked at $1.36M in Q4 2021.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Alaethes Wealth's 13F filing for Q1 2026, filed 12 May 2026.