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

Angeles 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 		$2.27M Buy
7,293
+323
+5% +$103K 0.12% 71
2025
Q4 		$2.13M Buy
6,970
+3,139
+82% +$961K 0.12% 69
2025
Q3 		$1.16M Sell
3,831
-26
-0.7% -$7.91K 0.07% 100
2025
Q2 		$1.13M Buy
3,857
+277
+8% +$85.4K 0.08% 96
2025
Q1 		$1.12M Buy
3,580
+36
+1% +$10.8K 0.09% 82
2024
Q4 		$1.03M Buy
3,544
+164
+5% +$48.9K 0.08% 86
2024
Q3 		$1.03M Buy
3,380
+375
+12% +$103K 0.09% 77
2024
Q2 		$766K Buy
3,005
+159
+6% +$42.2K 0.07% 93
2024
Q1 		$802K Buy
2,846
+141
+5% +$41K 0.08% 87
2023
Q4 		$802K Buy
2,705
+153
+6% +$41.6K 0.1% 81
2023
Q3 		$672K Buy
2,552
+84
+3% +$24K 0.1% 76
2023
Q2 		$736K Buy
2,468
+1
+0% +$291 0.1% 87
2023
Q1 		$690K Buy
2,467
+19
+0.8% +$5.09K 0.1% 94
2022
Q4 		$645K Sell
2,448
-115
-4% -$30.3K 0.11% 95
2022
Q3 		$591K Buy
2,563
+6
+0.2% +$1.53K 0.12% 85
2022
Q2 		$631K Buy
2,557
+74
+3% +$18.2K 0.13% 86
2022
Q1 		$614K Buy
+2,483
New +$619K 0.12% 96

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

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

Angeles Wealth Management increased its McDonald's (MCD) stake by 4.6% in Q1 2026, buying an estimated $103K and bringing the position to 7,293 shares worth $2.27M. The position accounts for 0.12% of the portfolio, ranked #71.

Angeles Wealth Management first reported a position in MCD in Q1 2022 and has held it in 17 quarters since. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Angeles Wealth Management held 7,293 shares of McDonald's worth $2.27M as of Q1 2026.
  • Angeles Wealth Management bought 323 McDonald's shares in Q1 2026, an estimated $103K.
  • McDonald's made up 0.12% of Angeles Wealth Management's portfolio in Q1 2026, its #71 holding.
  • Angeles Wealth Management first reported a position in McDonald's in Q1 2022 and has held it in 17 quarters since.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.