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

Apollon 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 		$17.4M Sell
55,878
-66
-0.1% -$21K 0.28% 77
2025
Q4 		$17.1M Buy
55,944
+853
+2% +$261K 0.3% 68
2025
Q3 		$16.7M Buy
55,091
+444
+0.8% +$135K 0.3% 62
2025
Q2 		$16M Buy
54,647
+1,448
+3% +$446K 0.32% 59
2025
Q1 		$16.6M Buy
53,199
+3,428
+7% +$1.03M 0.37% 56
2024
Q4 		$14.4M Buy
49,771
+22,354
+82% +$6.67M 0.33% 62
2024
Q3 		$8.35M Sell
27,417
-827
-3% -$228K 0.24% 75
2024
Q2 		$7.2M Buy
28,244
+281
+1% +$74.5K 0.22% 77
2024
Q1 		$7.88M Buy
27,963
+40
+0.1% +$11.6K 0.25% 74
2023
Q4 		$8.28M Buy
27,923
+4,931
+21% +$1.34M 0.29% 68
2023
Q3 		$6.06M Sell
22,992
-724
-3% -$206K 0.3% 63
2023
Q2 		$7.08M Buy
23,716
+836
+4% +$243K 0.34% 55
2023
Q1 		$6.4M Buy
22,880
+214
+0.9% +$57.3K 0.39% 48
2022
Q4 		$5.97M Buy
22,666
+958
+4% +$253K 0.42% 45
2022
Q3 		$5.01M Buy
21,708
+250
+1% +$63.9K 0.41% 48
2022
Q2 		$5.3M Sell
21,458
-942
-4% -$232K 0.44% 41
2022
Q1 		$5.54M Sell
22,400
-1,979
-8% -$493K 0.39% 48
2021
Q4 		$6.54M Buy
24,379
+8,326
+52% +$2.1M 0.49% 38
2021
Q3 		$3.87M Buy
16,053
+5,168
+47% +$1.23M 0.53% 38
2021
Q2 		$2.51M Sell
10,885
-240
-2% -$55.9K 0.45% 44
2021
Q1 		$2.49M Sell
11,125
-11,887
-52% -$2.54M 0.48% 45
2020
Q4 		$4.94M Buy
23,012
+19,632
+581% +$4.27M 1.34% 16
2020
Q3 		$742K Buy
3,380
+288
+9% +$59.1K 0.33% 71
2020
Q2 		$570K Buy
3,092
+544
+21% +$99.7K 0.31% 49
2020
Q1 		$421K Buy
2,548
+240
+10% +$47.3K 0.43% 38
2019
Q4 		$477K Sell
2,308
-143
-6% -$28.4K 0.42% 38
2019
Q3 		$526K Buy
2,451
+2,078
+557% +$446K 0.55% 31
2019
Q2 		$77K Buy
+373
New +$73.9K 0.09% 76

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

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

Apollon Wealth Management reduced its McDonald's (MCD) stake by 0.12% in Q1 2026, selling an estimated $21K and leaving 55,878 shares worth $17.4M. The position accounts for 0.28% of the portfolio, ranked #77.

Apollon Wealth Management first reported a position in MCD in Q2 2019 and has held it in 28 quarters since. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Apollon Wealth Management held 55,878 shares of McDonald's worth $17.4M as of Q1 2026.
  • Apollon Wealth Management sold 66 McDonald's shares in Q1 2026, an estimated $21K.
  • McDonald's made up 0.28% of Apollon Wealth Management's portfolio in Q1 2026, its #77 holding.
  • Apollon Wealth Management first reported a position in McDonald's in Q2 2019 and has held it in 28 quarters since.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.