BWM
MCD icon

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

BlackDiamond 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 		$812K Buy
2,612
+44
+2% +$14K 0.39% 60
2025
Q4 		$836K Buy
2,568
+431
+20% +$132K 0.41% 56
2025
Q3 		$650K Buy
2,137
+20
+0.9% +$6.09K 0.35% 57
2025
Q2 		$630K Buy
2,117
+102
+5% +$31.4K 0.36% 53
2025
Q1 		$632K Sell
2,015
-25
-1% -$7.48K 0.43% 46
2024
Q4 		$591K Buy
2,040
+26
+1% +$7.75K 0.34% 64
2024
Q3 		$601K Buy
2,014
+138
+7% +$38K 0.36% 62
2024
Q2 		$509K Sell
1,876
-68
-3% -$18K 0.33% 72
2024
Q1 		$548K Sell
1,944
-14
-0.7% -$4.07K 0.39% 68
2023
Q4 		$560K Buy
1,958
+115
+6% +$31.3K 0.41% 54
2023
Q3 		$480K Buy
1,843
+19
+1% +$5.42K 0.43% 54
2023
Q2 		$533K Buy
1,824
+86
+5% +$25K 0.45% 59
2023
Q1 		$507K Buy
1,738
+5
+0.3% +$1.34K 0.52% 45
2022
Q4 		$466K Buy
1,733
+52
+3% +$13.7K 0.53% 53
2022
Q3 		$430K Buy
1,681
+80
+5% +$20.4K 0.52% 46
2022
Q2 		$407K Sell
1,601
-7
-0.4% -$1.72K 0.51% 59
2022
Q1 		$398K Buy
1,608
+197
+14% +$49.1K 0.48% 63
2021
Q4 		$378K Buy
+1,411
New +$356K 0.43% 76

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

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

BlackDiamond Wealth Management increased its McDonald's (MCD) stake by 1.7% in Q1 2026, buying an estimated $14K and bringing the position to 2,612 shares worth $812K. The position accounts for 0.39% of the portfolio, ranked #60.

BlackDiamond Wealth Management first reported a position in MCD in Q4 2021 and has held it in 18 quarters since. The position peaked at $836K in Q4 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • BlackDiamond Wealth Management held 2,612 shares of McDonald's worth $812K as of Q1 2026.
  • BlackDiamond Wealth Management bought 44 McDonald's shares in Q1 2026, an estimated $14K.
  • McDonald's made up 0.39% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #60 holding.
  • BlackDiamond Wealth Management first reported a position in McDonald's in Q4 2021 and has held it in 18 quarters since.
  • BlackDiamond Wealth Management's McDonald's position peaked at $836K in Q4 2025.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.