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

Blossom 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 		$426K Hold
1,370
– – 0.63% 49
2025
Q4 		$419K Hold
1,370
– – 0.69% 46
2025
Q3 		$416K Hold
1,370
– – 0.67% 48
2025
Q2 		$400K Hold
1,370
– – 0.71% 46
2025
Q1 		$428K Hold
1,370
– – 0.86% 39
2024
Q4 		$397K Hold
1,370
– – 0.76% 43
2024
Q3 		$417K Hold
1,370
– – 0.84% 41
2024
Q2 		$349K Hold
1,370
– – 0.76% 43
2024
Q1 		$386K Sell
1,370
-168
-11% -$48.9K 0.93% 39
2023
Q4 		$456K Buy
1,538
+251
+20% +$68.3K 1.23% 28
2023
Q3 		$339K Buy
+1,287
New +$367K 1.09% 36

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

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

Blossom Wealth Management held its McDonald's (MCD) position steady in Q1 2026 at 1,370 shares worth $426K. The position accounts for 0.63% of the portfolio, ranked #49.

Blossom Wealth Management first reported a position in MCD in Q3 2023 and has held it in 11 quarters since. The position peaked at $456K in Q4 2023. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Blossom Wealth Management held 1,370 shares of McDonald's worth $426K as of Q1 2026.
  • Blossom Wealth Management left its McDonald's share count unchanged in Q1 2026.
  • McDonald's made up 0.63% of Blossom Wealth Management's portfolio in Q1 2026, its #49 holding.
  • Blossom Wealth Management first reported a position in McDonald's in Q3 2023 and has held it in 11 quarters since.
  • Blossom Wealth Management's McDonald's position peaked at $456K in Q4 2023.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Blossom Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.