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

Aviso 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 		$532K Buy
1,710
+483
+39% +$154K 0.24% 87
2025
Q4 		$375K Buy
1,227
+57
+5% +$17.5K 0.16% 109
2025
Q3 		$355K Buy
1,170
+54
+5% +$16.4K 0.15% 106
2025
Q2 		$326K Buy
1,116
+72
+7% +$22.2K 0.15% 113
2025
Q1 		$326K Hold
1,044
– – 0.17% 111
2024
Q4 		$303K Hold
1,044
– – 0.15% 112
2024
Q3 		$318K Buy
1,044
+167
+19% +$46K 0.17% 111
2024
Q2 		$223K Buy
877
+48
+6% +$12.7K 0.13% 140
2024
Q1 		$234K Buy
829
+10
+1% +$2.91K 0.15% 130
2023
Q4 		$243K Buy
+819
New +$223K 0.18% 124

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 $147M AUM 25.76% 1-Year Est. Return

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

Aviso Wealth Management increased its McDonald's (MCD) stake by 39% in Q1 2026, buying an estimated $154K and bringing the position to 1,710 shares worth $532K. The position accounts for 0.24% of the portfolio, ranked #87.

Aviso Wealth Management first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Aviso Wealth Management held 1,710 shares of McDonald's worth $532K as of Q1 2026.
  • Aviso Wealth Management bought 483 McDonald's shares in Q1 2026, an estimated $154K.
  • McDonald's made up 0.24% of Aviso Wealth Management's portfolio in Q1 2026, its #87 holding.
  • Aviso Wealth Management first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.