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Ascent Wealth Partners’s McDonald's MCD Stock Holding History

Ascent Wealth Partners’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 		$3.56M Buy
11,452
+89
+0.8% +$28.4K 0.41% 64
2025
Q4 		$3.47M Sell
11,363
-103
-0.9% -$31.5K 0.4% 61
2025
Q3 		$3.48M Sell
11,466
-84
-0.7% -$25.6K 0.4% 60
2025
Q2 		$3.37M Sell
11,550
-38
-0.3% -$11.7K 0.42% 63
2025
Q1 		$3.62M Buy
11,588
+34
+0.3% +$10.2K 0.49% 52
2024
Q4 		$3.35M Buy
11,554
+3,927
+51% +$1.17M 0.45% 53
2024
Q3 		$2.32M Sell
7,627
-12
-0.2% -$3.31K 0.32% 63
2024
Q2 		$1.95M Buy
7,639
+13
+0.2% +$3.45K 0.29% 70
2024
Q1 		$2.15M Buy
7,626
+120
+2% +$34.9K 0.32% 66
2023
Q4 		$2.23M Buy
7,506
+58
+0.8% +$15.8K 0.36% 59
2023
Q3 		$1.96M Buy
7,448
+246
+3% +$70.2K 0.36% 61
2023
Q2 		$2.15M Sell
7,202
-844
-10% -$245K 0.38% 58
2023
Q1 		$2.25M Buy
8,046
+341
+4% +$91.4K 0.45% 56
2022
Q4 		$2.03M Buy
7,705
+56
+0.7% +$14.8K 0.44% 56
2022
Q3 		$1.76M Buy
7,649
+77
+1% +$19.7K 0.42% 58
2022
Q2 		$1.85M Buy
7,572
+1,374
+22% +$338K 0.42% 59
2022
Q1 		$1.53M Buy
6,198
+190
+3% +$47.3K 0.29% 69
2021
Q4 		$1.61M Buy
6,008
+528
+10% +$133K 0.29% 70
2021
Q3 		$1.32M Buy
5,480
+743
+16% +$177K 0.25% 71
2021
Q2 		$1.09M Sell
4,737
-1,195
-20% -$278K 0.21% 78
2021
Q1 		$1.33M Buy
5,932
+92
+2% +$19.7K 0.29% 72
2020
Q4 		$1.25M Buy
5,840
+53
+0.9% +$11.5K 0.28% 68
2020
Q3 		$1.27M Sell
5,787
-127
-2% -$26.1K 0.33% 65
2020
Q2 		$1.09M Buy
5,914
+121
+2% +$22.2K 0.32% 63
2020
Q1 		$958K Buy
5,793
+38
+0.7% +$7.49K 0.35% 56
2019
Q4 		$1.14M Buy
5,755
+2,044
+55% +$405K 0.32% 61
2019
Q3 		$797K Sell
3,711
-15
-0.4% -$3.22K 0.24% 67
2019
Q2 		$774K Sell
3,726
-38
-1% -$7.53K 0.24% 69
2019
Q1 		$715K Sell
3,764
-160
-4% -$29K 0.23% 73
2018
Q4 		$697K Hold
3,924
– – 0.27% 68
2018
Q3 		$656K Buy
3,924
+19
+0.5% +$3.04K 0.21% 84
2018
Q2 		$612K Buy
3,905
+1
+0% +$162 0.22% 81
2018
Q1 		$611K Buy
3,904
+328
+9% +$54K 0.22% 82
2017
Q4 		$616K Buy
3,576
+84
+2% +$14.1K 0.23% 78
2017
Q3 		$547K Hold
3,492
– – 0.22% 81
2017
Q2 		$535K Sell
3,492
-26
-0.7% -$3.76K 0.23% 80
2017
Q1 		$456K Buy
3,518
+40
+1% +$5.02K 0.21% 83
2016
Q4 		$423K Buy
3,478
+100
+3% +$11.7K 0.21% 83
2016
Q3 		$390K Buy
3,378
+30
+0.9% +$3.56K 0.2% 86
2016
Q2 		$403K Sell
3,348
-105
-3% -$13.2K 0.21% 81
2016
Q1 		$434K Buy
3,453
+97
+3% +$11.6K 0.23% 82
2015
Q4 		$396K Hold
3,356
– – 0.22% 82
2015
Q3 		$331K Hold
3,356
– – 0.2% 81
2015
Q2 		$319K Sell
3,356
-35
-1% -$3.38K 0.18% 88
2015
Q1 		$330K Buy
3,391
+891
+36% +$84.5K 0.18% 89
2014
Q4 		$234K Buy
+2,500
New +$234K 0.14% 105
2014
Q3 		– Sell
-3,040
Closed -$306K – 107
2014
Q2 		$306K Hold
3,040
– – 0.19% 85
2014
Q1 		$298K Sell
3,040
-47
-2% -$4.49K 0.2% 84
2013
Q4 		$300K Buy
+3,087
New +$297K 0.21% 84

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

Ascent Wealth Partners's MCD Position: Q1 2026 in Review

Ascent Wealth Partners increased its McDonald's (MCD) stake by 0.78% in Q1 2026, buying an estimated $28.4K and bringing the position to 11,452 shares worth $3.56M. The position accounts for 0.41% of the portfolio, ranked #64.

Ascent Wealth Partners first reported a position in MCD in Q4 2013 and has held it in 49 quarters since. The position peaked at $3.62M in Q1 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Ascent Wealth Partners held 11,452 shares of McDonald's worth $3.56M as of Q1 2026.
  • Ascent Wealth Partners bought 89 McDonald's shares in Q1 2026, an estimated $28.4K.
  • McDonald's made up 0.41% of Ascent Wealth Partners's portfolio in Q1 2026, its #64 holding.
  • Ascent Wealth Partners first reported a position in McDonald's in Q4 2013 and has held it in 49 quarters since.
  • Ascent Wealth Partners's McDonald's position peaked at $3.62M in Q1 2025.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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