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

Avaii 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 		$472K Sell
1,520
-98
-6% -$31.2K 0.16% 74
2025
Q4 		$494K Buy
1,618
+21
+1% +$6.43K 0.18% 75
2025
Q3 		$485K Buy
1,597
+362
+29% +$110K 0.18% 75
2025
Q2 		$361K Hold
1,235
– – 0.16% 82
2025
Q1 		$386K Buy
1,235
+11
+0.9% +$3.29K 0.21% 68
2024
Q4 		$355K Sell
1,224
-22
-2% -$6.56K 0.17% 78
2024
Q3 		$380K Sell
1,246
-28
-2% -$7.72K 0.19% 74
2024
Q2 		$325K Sell
1,274
-2
-0.2% -$531 0.18% 101
2024
Q1 		$360K Sell
1,276
-2
-0.2% -$582 0.21% 87
2023
Q4 		$379K Sell
1,278
-12
-0.9% -$3.27K 0.25% 91
2023
Q3 		$340K Sell
1,290
-58
-4% -$16.5K 0.26% 85
2023
Q2 		$402K Buy
1,348
+47
+4% +$13.7K 0.31% 77
2023
Q1 		$364K Buy
1,301
+6
+0.5% +$1.61K 0.32% 74
2022
Q4 		$341K Sell
1,295
-5
-0.4% -$1.32K 0.31% 82
2022
Q3 		$300K Buy
1,300
+40
+3% +$10.2K 0.31% 76
2022
Q2 		$311K Hold
1,260
– – 0.33% 69
2022
Q1 		$312K Sell
1,260
-16
-1% -$3.99K 0.29% 72
2021
Q4 		$342K Buy
+1,276
New +$322K 0.34% 66

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

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

Avaii Wealth Management reduced its McDonald's (MCD) stake by 6.1% in Q1 2026, selling an estimated $31.2K and leaving 1,520 shares worth $472K. The position accounts for 0.16% of the portfolio, ranked #74.

Avaii Wealth Management first reported a position in MCD in Q4 2021 and has held it in 18 quarters since. The position peaked at $494K in Q4 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Avaii Wealth Management held 1,520 shares of McDonald's worth $472K as of Q1 2026.
  • Avaii Wealth Management sold 98 McDonald's shares in Q1 2026, an estimated $31.2K.
  • McDonald's made up 0.16% of Avaii Wealth Management's portfolio in Q1 2026, its #74 holding.
  • Avaii Wealth Management first reported a position in McDonald's in Q4 2021 and has held it in 18 quarters since.
  • Avaii Wealth Management's McDonald's position peaked at $494K in Q4 2025.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.