Arete Wealth Advisors’s McDonald's MCD Stock Holding History

Arete Wealth Advisors’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	$10.2M	Sell	32,857 -4,425	-12%	-$1.41M	0.76%	26
2025 Q4	$11.4M	Buy	37,282 +430	+1%	+$132K	0.69%	29
2025 Q3	$11.2M	Buy	36,852 +727	+2%	+$221K	0.7%	30
2025 Q2	$10.6M	Buy	36,125 +830	+2%	+$256K	0.75%	30
2025 Q1	$11M	Buy	35,295 +243	+0.7%	+$72.7K	0.84%	25
2024 Q4	$10.1M	Buy	35,052 +586	+2%	+$175K	0.73%	25
2024 Q3	$10.5M	Sell	34,466 -2,728	-7%	-$752K	0.9%	19
2024 Q2	$9.44M	Sell	37,194 -1,180	-3%	-$313K	0.77%	24
2024 Q1	$10.8M	Buy	38,374 +514	+1%	+$149K	1%	16
2023 Q4	$11.2M	Buy	37,860 +647	+2%	+$176K	0.86%	23
2023 Q3	$9.8M	Buy	37,213 +4,423	+13%	+$1.26M	1.7%	10
2023 Q2	$9.79M	Sell	32,790 -1,041	-3%	-$302K	0.86%	21
2023 Q1	$9.46M	Sell	33,831 -134	-0.4%	-$35.9K	0.77%	23
2022 Q4	$8.95B	Buy	33,965 +680	+2%	+$179K	0.78%	23
2022 Q3	$7.68M	Buy	33,285 +3,834	+13%	+$980K	0.75%	26
2022 Q2	$7.27M	Sell	29,451 -1,370	-4%	-$337K	0.74%	31
2022 Q1	$7.62M	Sell	30,821 -109	-0.4%	-$27.2K	0.64%	38
2021 Q4	$8.3M	Buy	30,930 +24,344	+370%	+$6.15M	0.71%	32
2021 Q3	$1.59M	Buy	6,586 +848	+15%	+$202K	0.18%	112
2021 Q2	$481K	Sell	5,738 -168	-3%	-$39.1K	0.07%	214
2021 Q1	$1.32M	Buy	5,906 +204	+4%	+$43.6K	0.17%	129
2020 Q4	$1.21M	Sell	5,702 -4,032	-41%	-$877K	0.17%	123
2020 Q3	$2.17M	Buy	9,734 +459	+5%	+$94.2K	0.33%	76
2020 Q2	$1.71M	Buy	9,275 +3,086	+50%	+$566K	0.3%	89
2020 Q1	$1.02M	Buy	6,189 +211	+4%	+$41.6K	0.2%	114
2019 Q4	$1.18M	Buy	5,978 +39	+0.7%	+$7.74K	0.21%	113
2019 Q3	$1.27M	Buy	5,939 +378	+7%	+$81K	0.24%	102
2019 Q2	$1.16M	Buy	5,561 +2	+0%	+$396	0.22%	110
2019 Q1	$1.06M	Buy	5,559 +1,607	+41%	+$292K	0.22%	119
2018 Q4	$702K	Buy	3,952 +2,277	+136%	+$404K	0.17%	150
2018 Q3	$280K	Sell	1,675 -460	-22%	-$73.7K	0.06%	278
2018 Q2	$334K	Buy	+2,135	New	+$346K	0.08%	252
2018 Q1	–	Sell	-2,657	Closed	-$458K	–	339
2017 Q4	$458K	Buy	+2,657	New	+$446K	0.15%	185
2016 Q4	–	Sell	-6,384	Closed	-$736K	–	194
2016 Q3	$736K	Buy	6,384 +151	+2%	+$17.9K	0.42%	62
2016 Q2	$750K	Buy	+6,233	New	+$781K	0.47%	50
2014 Q1	–	Sell	-2,150	Closed	-$207K	–	118
2013 Q4	$207K	Buy	+2,150	New	+$207K	0.2%	92

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

Arete Wealth Advisors's MCD Position: Q1 2026 in Review

Arete Wealth Advisors reduced its McDonald's (MCD) stake by 12% in Q1 2026, selling an estimated $1.41M and leaving 32,857 shares worth $10.2M. The position accounts for 0.76% of the portfolio, ranked #26.

Arete Wealth Advisors first reported a position in MCD in Q4 2013 and has held it in 36 quarters since. The position peaked at $8.95B in Q4 2022. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Arete Wealth Advisors held 32,857 shares of McDonald's worth $10.2M as of Q1 2026.
Arete Wealth Advisors sold 4,425 McDonald's shares in Q1 2026, an estimated $1.41M.
McDonald's made up 0.76% of Arete Wealth Advisors's portfolio in Q1 2026, its #26 holding.
Arete Wealth Advisors first reported a position in McDonald's in Q4 2013 and has held it in 36 quarters since.
Arete Wealth Advisors's McDonald's position peaked at $8.95B in Q4 2022.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.