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Atlas Private Wealth Advisors’s McDonald's MCD Stock Holding History

Atlas Private 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 		$314K Sell
1,009
-163
-14% -$51.9K 0.07% 100
2025
Q4 		$358K Sell
1,172
-185
-14% -$56.7K 0.08% 101
2025
Q3 		$412K Sell
1,357
-2,319
-63% -$706K 0.1% 96
2025
Q2 		$1.07M Sell
3,676
-966
-21% -$298K 0.14% 79
2025
Q1 		$1.45M Sell
4,642
-2,657
-36% -$795K 0.2% 61
2024
Q4 		$2.11M Buy
7,299
+24
+0.3% +$7.16K 0.3% 50
2024
Q3 		$2.21M Buy
7,275
+16
+0.2% +$4.41K 0.32% 43
2024
Q2 		$1.85M Buy
7,259
+3,619
+99% +$960K 0.3% 43
2024
Q1 		$1.03M Sell
3,640
-4,214
-54% -$1.23M 0.34% 40
2023
Q4 		$2.33M Sell
7,854
-123
-2% -$33.5K 0.43% 32
2023
Q3 		$2.1M Buy
7,977
+1,284
+19% +$366K 0.4% 42
2023
Q2 		$2M Buy
6,693
+3,284
+96% +$954K 0.4% 45
2023
Q1 		$953K Sell
3,409
-283
-8% -$75.8K 0.44% 43
2022
Q4 		$973K Sell
3,692
-191
-5% -$50.4K 0.52% 38
2022
Q3 		$896K Sell
3,883
-17
-0.4% -$4.34K 0.54% 40
2022
Q2 		$963K Sell
3,900
-616
-14% -$152K 0.58% 39
2022
Q1 		$1.12M Buy
4,516
+386
+9% +$96.2K 0.5% 40
2021
Q4 		$1.11M Sell
4,130
-21
-0.5% -$5.3K 0.51% 49
2021
Q3 		$1M Buy
4,151
+292
+8% +$69.7K 0.52% 43
2021
Q2 		$891K Sell
3,859
-153
-4% -$35.6K 0.48% 44
2021
Q1 		$899K Buy
4,012
+559
+16% +$120K 0.5% 43
2020
Q4 		$741K Buy
3,453
+332
+11% +$72.2K 0.5% 43
2020
Q3 		$685K Buy
3,121
+89
+3% +$18.3K 0.57% 39
2020
Q2 		$559K Buy
+3,032
New +$556K 0.5% 48

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

Atlas Private Wealth Advisors's MCD Position: Q1 2026 in Review

Atlas Private Wealth Advisors reduced its McDonald's (MCD) stake by 14% in Q1 2026, selling an estimated $51.9K and leaving 1,009 shares worth $314K. The position accounts for 0.07% of the portfolio, ranked #100.

Atlas Private Wealth Advisors first reported a position in MCD in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.33M in Q4 2023. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Atlas Private Wealth Advisors held 1,009 shares of McDonald's worth $314K as of Q1 2026.
  • Atlas Private Wealth Advisors sold 163 McDonald's shares in Q1 2026, an estimated $51.9K.
  • McDonald's made up 0.07% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #100 holding.
  • Atlas Private Wealth Advisors first reported a position in McDonald's in Q2 2020 and has held it in 24 quarters since.
  • Atlas Private Wealth Advisors's McDonald's position peaked at $2.33M in Q4 2023.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.