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Bell & Brown Wealth Advisors’s McDonald's MCD Stock Holding History

Bell & Brown Wealth Advisors’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 		$3.55M Buy
11,424
+95
+0.8% +$30.3K 1.15% 37
2025
Q4 		$3.46M Buy
11,329
+524
+5% +$160K 1.11% 35
2025
Q3 		$3.28M Buy
10,805
+84
+0.8% +$25.6K 1.08% 35
2025
Q2 		$3.13M Sell
10,721
-165
-2% -$50.9K 1.12% 36
2025
Q1 		$3.4M Buy
10,886
+338
+3% +$101K 1.33% 33
2024
Q4 		$3.06M Buy
10,548
+314
+3% +$93.6K 1.14% 33
2024
Q3 		$3.12M Buy
10,234
+116
+1% +$32K 1.22% 33
2024
Q2 		$2.58M Buy
10,118
+890
+10% +$236K 0.99% 37
2024
Q1 		$2.6M Sell
9,228
-60
-0.6% -$17.4K 1.11% 34
2023
Q4 		$2.75M Buy
+9,288
New +$2.53M 1.28% 31
2023
Q2 		$2.79M Sell
9,353
-144
-2% -$41.8K 1.4% 28
2023
Q1 		$2.66M Sell
9,497
-1
-0% -$268 1.41% 32
2022
Q4 		$2.5M Sell
9,498
-3
-0% -$791 1.38% 31
2022
Q3 		$2.19M Sell
9,501
-205
-2% -$52.4K 1.35% 31
2022
Q2 		$2.4M Sell
9,706
-436
-4% -$107K 1.28% 29
2022
Q1 		$2.51M Buy
10,142
+64
+0.6% +$15.9K 1.14% 34
2021
Q4 		$2.63M Buy
10,078
+617
+7% +$156K 1.27% 32
2021
Q3 		$2.28M Buy
+9,461
New +$2.26M 1.23% 34
2020
Q3 		$1.88M Buy
8,223
+893
+12% +$183K 1.36% 27
2020
Q2 		$1.46M Buy
7,330
+742
+11% +$136K 1.14% 35
2020
Q1 		$1.19M Buy
6,588
+86
+1% +$16.9K 1.1% 35
2019
Q4 		$1.36M Buy
6,502
+8
+0.1% +$1.59K 1.02% 38
2019
Q3 		$1.36M Sell
6,494
-43
-0.7% -$9.22K 1.12% 40
2019
Q2 		$1.36M Sell
6,537
-2
-0% -$396 1.2% 36
2019
Q1 		$1.24M Sell
6,539
-21
-0.3% -$3.81K 1.13% 37
2018
Q4 		$1.17M Sell
6,560
-124
-2% -$22K 1.25% 33
2018
Q3 		$1.18M Buy
6,684
+270
+4% +$43.3K 1.1% 40
2018
Q2 		$1M Sell
6,414
-126
-2% -$20.4K 0.99% 41
2018
Q1 		$1.07M Buy
6,540
+111
+2% +$18.3K 1.13% 36
2017
Q4 		$1.11M Buy
+6,429
New +$1.08M 1.15% 38

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

Bell & Brown Wealth Advisors's MCD Position: Q1 2026 in Review

Bell & Brown Wealth Advisors increased its McDonald's (MCD) stake by 0.84% in Q1 2026, buying an estimated $30.3K and bringing the position to 11,424 shares worth $3.55M. The position accounts for 1.15% of the portfolio, ranked #37.

Bell & Brown Wealth Advisors first reported a position in MCD in Q4 2017 and has held it in 30 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Bell & Brown Wealth Advisors held 11,424 shares of McDonald's worth $3.55M as of Q1 2026.
  • Bell & Brown Wealth Advisors bought 95 McDonald's shares in Q1 2026, an estimated $30.3K.
  • McDonald's made up 1.15% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #37 holding.
  • Bell & Brown Wealth Advisors first reported a position in McDonald's in Q4 2017 and has held it in 30 quarters since.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.