AWM
MCD icon

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

Ariadne 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 		$266K Buy
+856
New +$273K 0.12% 187
2025
Q4 		– Sell
-951
Closed -$293K – 275
2025
Q3 		$293K Buy
951
+225
+31% +$68.5K 0.13% 174
2025
Q2 		$221K Sell
726
-407
-36% -$125K 0.11% 188
2025
Q1 		$355K Buy
1,133
+239
+27% +$71.5K 0.19% 121
2024
Q4 		$276K Buy
894
+21
+2% +$6.26K 0.13% 160
2024
Q3 		$257K Buy
+873
New +$241K 0.14% 154

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

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

Ariadne Wealth Management opened a new position in McDonald's (MCD) in Q1 2026: 856 shares worth $266K. The stake represents 0.12% of the portfolio and ranks #187 among its holdings. This is a return to the name: Ariadne Wealth Management previously reported a position in MCD as recently as Q3 2025.

Ariadne Wealth Management first reported a position in MCD in Q3 2024 and has held it in 6 quarters since. The position peaked at $355K in Q1 2025. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Ariadne Wealth Management held 856 shares of McDonald's worth $266K as of Q1 2026.
  • McDonald's was a new Ariadne Wealth Management position in Q1 2026.
  • McDonald's made up 0.12% of Ariadne Wealth Management's portfolio in Q1 2026, its #187 holding.
  • Ariadne Wealth Management first reported a position in McDonald's in Q3 2024 and has held it in 6 quarters since.
  • Ariadne Wealth Management's McDonald's position peaked at $355K in Q1 2025.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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