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

Arkadios 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 		$11M Buy
35,295
+2,456
+7% +$782K 0.18% 127
2025
Q4 		$10M Buy
32,839
+5,677
+21% +$1.74M 0.19% 114
2025
Q3 		$8.25M Buy
27,162
+3,599
+15% +$1.1M 0.2% 115
2025
Q2 		$6.88M Buy
23,563
+1,346
+6% +$415K 0.2% 111
2025
Q1 		$6.94M Buy
22,217
+10,193
+85% +$3.05M 0.26% 80
2024
Q4 		$3.49M Sell
12,024
-1,825
-13% -$544K 0.19% 110
2024
Q3 		$4.22M Buy
13,849
+2,555
+23% +$704K 0.24% 95
2024
Q2 		$2.88M Buy
11,294
+186
+2% +$49.3K 0.19% 108
2024
Q1 		$3.13M Sell
11,108
-555
-5% -$161K 0.24% 97
2023
Q4 		$3.46M Buy
11,663
+138
+1% +$37.6K 0.29% 81
2023
Q3 		$3.04M Buy
11,525
+3,464
+43% +$988K 0.29% 84
2023
Q2 		$2.41M Sell
8,061
-46
-0.6% -$13.4K 0.28% 87
2023
Q1 		$2.27M Buy
8,107
+314
+4% +$84.1K 0.27% 98
2022
Q4 		$2.05M Sell
7,793
-3,841
-33% -$1.01M 0.27% 102
2022
Q3 		$2.68M Buy
11,634
+1,543
+15% +$394K 0.41% 63
2022
Q2 		$2.49M Buy
10,091
+1,739
+21% +$428K 0.37% 69
2022
Q1 		$2.06M Buy
8,352
+1,275
+18% +$318K 0.27% 94
2021
Q4 		$1.9M Buy
7,077
+111
+2% +$28K 0.25% 95
2021
Q3 		$1.68M Sell
6,966
-433
-6% -$103K 0.24% 101
2021
Q2 		$1.71M Buy
7,399
+4,153
+128% +$966K 0.21% 126
2021
Q1 		$727K Buy
3,246
+127
+4% +$27.2K 0.12% 196
2020
Q4 		$669K Buy
3,119
+631
+25% +$137K 0.14% 157
2020
Q3 		$571K Buy
2,488
+95
+4% +$19.5K 0.29% 77
2020
Q2 		$456K Buy
2,393
+79
+3% +$14.5K 0.25% 90
2020
Q1 		$383K Buy
2,314
+23
+1% +$4.53K 0.24% 100
2019
Q4 		$498K Buy
+2,291
New +$454K 0.3% 80

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

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

Arkadios Wealth Advisors increased its McDonald's (MCD) stake by 7.5% in Q1 2026, buying an estimated $782K and bringing the position to 35,295 shares worth $11M. The position accounts for 0.18% of the portfolio, ranked #127.

Arkadios Wealth Advisors first reported a position in MCD in Q4 2019 and has held it in 26 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Arkadios Wealth Advisors held 35,295 shares of McDonald's worth $11M as of Q1 2026.
  • Arkadios Wealth Advisors bought 2,456 McDonald's shares in Q1 2026, an estimated $782K.
  • McDonald's made up 0.18% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #127 holding.
  • Arkadios Wealth Advisors first reported a position in McDonald's in Q4 2019 and has held it in 26 quarters since.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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