Alpine Bank Wealth Management’s McDonald's MCD Stock Holding History

Alpine Bank 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	$1.85M	Buy	5,945 +406	+7%	+$129K	0.27%	56
2025 Q4	$1.69M	Buy	5,539 +84	+2%	+$25.7K	0.24%	53
2025 Q3	$1.66M	Sell	5,455 -43	-0.8%	-$13.1K	0.23%	55
2025 Q2	$1.61M	Sell	5,498 -232	-4%	-$71.5K	0.24%	56
2025 Q1	$1.79M	Buy	+5,730	New	+$1.71M	0.29%	52
2024 Q3	$1.81M	Buy	+5,953	New	+$1.64M	0.29%	51

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 $147M AUM 25.76% 1-Year Est. Return

Alpine Bank Wealth Management's MCD Position: Q1 2026 in Review

Alpine Bank Wealth Management increased its McDonald's (MCD) stake by 7.3% in Q1 2026, buying an estimated $129K and bringing the position to 5,945 shares worth $1.85M. The position accounts for 0.27% of the portfolio, ranked #56.

Alpine Bank Wealth Management first reported a position in MCD in Q3 2024 and has held it in 6 quarters since. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Alpine Bank Wealth Management held 5,945 shares of McDonald's worth $1.85M as of Q1 2026.
Alpine Bank Wealth Management bought 406 McDonald's shares in Q1 2026, an estimated $129K.
McDonald's made up 0.27% of Alpine Bank Wealth Management's portfolio in Q1 2026, its #56 holding.
Alpine Bank Wealth Management first reported a position in McDonald's in Q3 2024 and has held it in 6 quarters since.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.