Bennett Associates Wealth Management’s McDonald's MCD Stock Holding History

Bennett Associates 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	$204K	Sell	657 -105	-14%	-$33.5K	0.14%	55
2025 Q4	$233K	Buy	762 +10	+1%	+$3.06K	0.16%	52
2025 Q3	$229K	Buy	+752	New	+$229K	0.17%	46
2025 Q2	–	Sell	-728	Closed	-$227K	–	51
2025 Q1	$227K	Sell	728 -194	-21%	-$58K	0.19%	43
2024 Q4	$267K	Buy	922 +171	+23%	+$51K	0.22%	44
2024 Q3	$229K	Buy	+751	New	+$207K	0.19%	43
2024 Q2	–	Sell	-724	Closed	-$204K	–	46
2024 Q1	$204K	Sell	724 -61	-8%	-$17.7K	0.18%	38
2023 Q4	$233K	Buy	+785	New	+$214K	0.23%	37

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Bennett Associates Wealth Management's MCD Position: Q1 2026 in Review

Bennett Associates Wealth Management reduced its McDonald's (MCD) stake by 14% in Q1 2026, selling an estimated $33.5K and leaving 657 shares worth $204K. The position accounts for 0.14% of the portfolio, ranked #55.

Bennett Associates Wealth Management first reported a position in MCD in Q4 2023 and has held it in 8 quarters since. The position peaked at $267K in Q4 2024. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Bennett Associates Wealth Management held 657 shares of McDonald's worth $204K as of Q1 2026.
Bennett Associates Wealth Management sold 105 McDonald's shares in Q1 2026, an estimated $33.5K.
McDonald's made up 0.14% of Bennett Associates Wealth Management's portfolio in Q1 2026, its #55 holding.
Bennett Associates Wealth Management first reported a position in McDonald's in Q4 2023 and has held it in 8 quarters since.
Bennett Associates Wealth Management's McDonald's position peaked at $267K in Q4 2024.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.