BKM Wealth Management’s McDonald's MCD Stock Holding History

BKM 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	$1.5M	Sell	4,822 -376	-7%	-$120K	0.55%	56
2025 Q4	$1.59M	Sell	5,198 -1,014	-16%	-$311K	0.58%	51
2025 Q3	$1.89M	Buy	6,212 +4	+0.1%	+$1.22K	0.7%	45
2025 Q2	$1.81M	Sell	6,208 -2,591	-29%	-$799K	0.71%	46
2025 Q1	$2.75M	Buy	8,799 +215	+3%	+$64.3K	1.13%	23
2024 Q4	$2.49M	Sell	8,584 -99	-1%	-$29.5K	1.02%	24
2024 Q3	$2.64M	Sell	8,683 -234	-3%	-$64.5K	1.08%	22
2024 Q2	$2.27M	Buy	8,917 +585	+7%	+$155K	1.09%	22
2024 Q1	$2.35M	Buy	8,332 +422	+5%	+$123K	1.01%	23
2023 Q4	$2.35M	Buy	+7,910	New	+$2.15M	1%	22

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

BKM Wealth Management's MCD Position: Q1 2026 in Review

BKM Wealth Management reduced its McDonald's (MCD) stake by 7.2% in Q1 2026, selling an estimated $120K and leaving 4,822 shares worth $1.5M. The position accounts for 0.55% of the portfolio, ranked #56.

BKM Wealth Management first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.75M in Q1 2025. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

BKM Wealth Management held 4,822 shares of McDonald's worth $1.5M as of Q1 2026.
BKM Wealth Management sold 376 McDonald's shares in Q1 2026, an estimated $120K.
McDonald's made up 0.55% of BKM Wealth Management's portfolio in Q1 2026, its #56 holding.
BKM Wealth Management first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
BKM Wealth Management's McDonald's position peaked at $2.75M in Q1 2025.
3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.