BIP Wealth’s McDonald's MCD Stock Holding History

BIP 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	$717K	Sell	2,307 -578	-20%	-$184K	0.03%	239
2025 Q4	$882K	Buy	2,885 +953	+49%	+$292K	0.03%	227
2025 Q3	$587K	Buy	1,932 +385	+25%	+$117K	0.03%	171
2025 Q2	$452K	Sell	1,547 -251	-14%	-$77.4K	0.03%	162
2025 Q1	$562K	Sell	1,798 -20	-1%	-$5.98K	0.04%	138
2024 Q4	$527K	Buy	1,818 +652	+56%	+$194K	0.04%	146
2024 Q3	$355K	Buy	1,166 +115	+11%	+$31.7K	0.02%	168
2024 Q2	$268K	Sell	1,051 -280	-21%	-$74.3K	0.02%	160
2024 Q1	$375K	Sell	1,331 -9	-0.7%	-$2.62K	0.03%	144
2023 Q4	$397K	Buy	1,340 +266	+25%	+$72.4K	0.03%	130
2023 Q3	$283K	Buy	1,074 +45	+4%	+$12.8K	0.03%	144
2023 Q2	$307K	Sell	1,029 -265	-20%	-$77K	0.03%	139
2023 Q1	$362K	Buy	+1,294	New	+$347K	0.04%	130

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

BIP Wealth's MCD Position: Q1 2026 in Review

BIP Wealth reduced its McDonald's (MCD) stake by 20% in Q1 2026, selling an estimated $184K and leaving 2,307 shares worth $717K. The position accounts for 0.03% of the portfolio, ranked #239.

BIP Wealth first reported a position in MCD in Q1 2023 and has held it in 13 quarters since. The position peaked at $882K in Q4 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

BIP Wealth held 2,307 shares of McDonald's worth $717K as of Q1 2026.
BIP Wealth sold 578 McDonald's shares in Q1 2026, an estimated $184K.
McDonald's made up 0.03% of BIP Wealth's portfolio in Q1 2026, its #239 holding.
BIP Wealth first reported a position in McDonald's in Q1 2023 and has held it in 13 quarters since.
BIP Wealth's McDonald's position peaked at $882K in Q4 2025.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.