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Badgley Phelps Wealth Managers’s McDonald's MCD Stock Holding History

Badgley Phelps Wealth Managers’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 		$18.8M Buy
60,406
+185
+0.3% +$58.9K 0.37% 75
2025
Q4 		$18.4M Buy
60,221
+4,580
+8% +$1.4M 0.34% 73
2025
Q3 		$16.9M Buy
55,641
+956
+2% +$291K 0.36% 72
2025
Q2 		$16M Buy
54,685
+1,503
+3% +$463K 0.35% 77
2025
Q1 		$16.6M Sell
53,182
-540
-1% -$162K 0.4% 71
2024
Q4 		$15.6M Sell
53,722
-28,018
-34% -$8.35M 0.36% 78
2024
Q3 		$24.9M Buy
81,740
+754
+0.9% +$208K 0.58% 52
2024
Q2 		$20.6M Buy
80,986
+249
+0.3% +$66.1K 0.51% 60
2024
Q1 		$22.8M Buy
80,737
+1,722
+2% +$501K 0.57% 55
2023
Q4 		$23.4M Buy
79,015
+4,844
+7% +$1.32M 0.64% 49
2023
Q3 		$19.5M Buy
74,171
+2,443
+3% +$697K 0.67% 48
2023
Q2 		$21.4M Buy
71,728
+471
+0.7% +$137K 0.71% 44
2023
Q1 		$19.9M Buy
71,257
+1,098
+2% +$294K 0.73% 43
2022
Q4 		$18.5M Buy
70,159
+483
+0.7% +$127K 0.74% 45
2022
Q3 		$16.1M Buy
69,676
+1,160
+2% +$296K 0.69% 48
2022
Q2 		$16.9M Sell
68,516
-550
-0.8% -$135K 0.7% 50
2022
Q1 		$17.1M Sell
69,066
-223
-0.3% -$55.5K 0.59% 56
2021
Q4 		$18.6M Buy
69,289
+1,509
+2% +$381K 0.6% 59
2021
Q3 		$16.3M Buy
+67,780
New +$16.2M 0.59% 57

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

Badgley Phelps Wealth Managers's MCD Position: Q1 2026 in Review

Badgley Phelps Wealth Managers increased its McDonald's (MCD) stake by 0.31% in Q1 2026, buying an estimated $58.9K and bringing the position to 60,406 shares worth $18.8M. The position accounts for 0.37% of the portfolio, ranked #75.

Badgley Phelps Wealth Managers first reported a position in MCD in Q3 2021 and has held it in 19 quarters since. The position peaked at $24.9M in Q3 2024. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Badgley Phelps Wealth Managers held 60,406 shares of McDonald's worth $18.8M as of Q1 2026.
  • Badgley Phelps Wealth Managers bought 185 McDonald's shares in Q1 2026, an estimated $58.9K.
  • McDonald's made up 0.37% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #75 holding.
  • Badgley Phelps Wealth Managers first reported a position in McDonald's in Q3 2021 and has held it in 19 quarters since.
  • Badgley Phelps Wealth Managers's McDonald's position peaked at $24.9M in Q3 2024.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.