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

Axis 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 		$515K Buy
1,657
+20
+1% +$6.37K 0.27% 101
2025
Q4 		$500K Buy
1,637
+320
+24% +$98K 0.28% 104
2025
Q3 		$400K Buy
1,317
+25
+2% +$7.61K 0.23% 111
2025
Q2 		$378K Buy
1,292
+5
+0.4% +$1.54K 0.25% 103
2025
Q1 		$402K Sell
1,287
-126
-9% -$37.7K 0.3% 93
2024
Q4 		$410K Buy
+1,413
New +$421K 0.35% 87

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

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

Axis Wealth Partners increased its McDonald's (MCD) stake by 1.2% in Q1 2026, buying an estimated $6.37K and bringing the position to 1,657 shares worth $515K. The position accounts for 0.27% of the portfolio, ranked #101.

Axis Wealth Partners first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Axis Wealth Partners held 1,657 shares of McDonald's worth $515K as of Q1 2026.
  • Axis Wealth Partners bought 20 McDonald's shares in Q1 2026, an estimated $6.37K.
  • McDonald's made up 0.27% of Axis Wealth Partners's portfolio in Q1 2026, its #101 holding.
  • Axis Wealth Partners first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.