Blue Rock Wealth Management’s McDonald's MCD Stock Holding History

Blue Rock 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	$436K	Hold	1,403	–	–	0.28%	57
2025 Q4	$429K	Hold	1,403	–	–	0.27%	56
2025 Q3	$426K	Buy	1,403 +300	+27%	+$91.3K	0.27%	58
2025 Q2	$322K	Hold	1,103	–	–	0.22%	68
2025 Q1	$345K	Hold	1,103	–	–	0.29%	60
2024 Q4	$320K	Buy	+1,103	New	+$329K	0.34%	47

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

Blue Rock Wealth Management's MCD Position: Q1 2026 in Review

Blue Rock Wealth Management held its McDonald's (MCD) position steady in Q1 2026 at 1,403 shares worth $436K. The position accounts for 0.28% of the portfolio, ranked #57.

Blue Rock Wealth Management first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Blue Rock Wealth Management held 1,403 shares of McDonald's worth $436K as of Q1 2026.
Blue Rock Wealth Management left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.28% of Blue Rock Wealth Management's portfolio in Q1 2026, its #57 holding.
Blue Rock Wealth Management first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Blue Rock Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.