BW
MCD icon

Basepoint Wealth’s McDonald's MCD Stock Holding History

Basepoint Wealth’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 		$111K Sell
357
-116
-25% -$37K 0.06% 138
2025
Q4 		$145K Buy
+473
New +$145K 0.09% 118

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

Basepoint Wealth's MCD Position: Q1 2026 in Review

Basepoint Wealth reduced its McDonald's (MCD) stake by 25% in Q1 2026, selling an estimated $37K and leaving 357 shares worth $111K. The position accounts for 0.06% of the portfolio, ranked #138.

Basepoint Wealth first reported a position in MCD in Q4 2025 and has held it in 2 quarters since. The position peaked at $145K in Q4 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Basepoint Wealth held 357 shares of McDonald's worth $111K as of Q1 2026.
  • Basepoint Wealth sold 116 McDonald's shares in Q1 2026, an estimated $37K.
  • McDonald's made up 0.06% of Basepoint Wealth's portfolio in Q1 2026, its #138 holding.
  • Basepoint Wealth first reported a position in McDonald's in Q4 2025 and has held it in 2 quarters since.
  • Basepoint Wealth's McDonald's position peaked at $145K in Q4 2025.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.