BOK Financial Private Wealth’s McDonald's MCD Stock Holding History

BOK Financial Private 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	$1.02M	Sell	3,278 -294	-8%	-$93.7K	0.06%	83
2025 Q4	$1.09M	Sell	3,572 -137	-4%	-$42K	0.07%	86
2025 Q3	$1.13M	Sell	3,709 -3,405	-48%	-$1.04M	0.07%	82
2025 Q2	$2.08M	Buy	7,114 +2,268	+47%	+$699K	0.14%	56
2025 Q1	$1.51M	Sell	4,846 -2,138	-31%	-$639K	0.11%	72
2024 Q4	$2.02M	Sell	6,984 -1,554	-18%	-$463K	0.15%	63
2024 Q3	$2.6M	Buy	8,538 +1,343	+19%	+$370K	0.19%	53
2024 Q2	$1.83M	Buy	7,195 +18	+0.3%	+$4.78K	0.13%	74
2024 Q1	$2.02M	Sell	7,177 -544	-7%	-$158K	0.15%	70
2023 Q4	$2.29M	Sell	7,721 -215	-3%	-$58.5K	0.19%	62
2023 Q3	$2.09M	Buy	7,936 +1,091	+16%	+$311K	0.18%	71
2023 Q2	$2.04M	Sell	6,845 -1,007	-13%	-$293K	0.17%	76
2023 Q1	$2.2M	Buy	7,852 +5,738	+271%	+$1.54M	0.18%	76
2022 Q4	$557K	Sell	2,114 -730	-26%	-$193K	0.05%	125
2022 Q3	$656K	Buy	2,844 +128	+5%	+$32.7K	0.06%	117
2022 Q2	$671K	Sell	2,716 -2,696	-50%	-$664K	0.06%	117
2022 Q1	$1.34M	Buy	5,412 +228	+4%	+$56.8K	0.1%	115
2021 Q4	$1.39M	Buy	5,184 +3,087	+147%	+$779K	0.1%	114
2021 Q3	$506K	Buy	2,097 +613	+41%	+$146K	0.04%	147
2021 Q2	$343K	Sell	1,484 -634	-30%	-$148K	0.03%	165
2021 Q1	$475K	Buy	2,118 +78	+4%	+$16.7K	0.04%	130
2020 Q4	$438K	Buy	2,040 +91	+5%	+$19.8K	0.04%	127
2020 Q3	$428K	Buy	1,949 +3	+0.2%	+$616	0.04%	123
2020 Q2	$359K	Sell	1,946 -141	-7%	-$25.9K	0.04%	133
2020 Q1	$345K	Buy	2,087 +380	+22%	+$74.9K	0.04%	144
2019 Q4	$337K	Buy	1,707 +107	+7%	+$21.2K	0.03%	148
2019 Q3	$344K	Buy	1,600 +187	+13%	+$40.1K	0.05%	85
2019 Q2	$293K	Buy	1,413 +135	+11%	+$26.7K	0.04%	98
2019 Q1	$243K	Sell	1,278 -300	-19%	-$54.4K	0.03%	105
2018 Q4	$280K	Buy	+1,578	New	+$280K	0.04%	90
2016 Q4	–	Sell	-1,801	Closed	-$208K	–	146
2016 Q3	$208K	Buy	+1,801	New	+$213K	0.03%	139
2015 Q1	–	Sell	-2,219	Closed	-$208K	–	80
2014 Q4	$208K	Hold	2,219	–	–	0.03%	79
2014 Q3	$210K	Hold	2,219	–	–	0.04%	73
2014 Q2	$224K	Hold	2,219	–	–	0.04%	67
2014 Q1	$218K	Hold	2,219	–	–	0.04%	67
2013 Q4	$215K	Hold	2,219	–	–	0.04%	64
2013 Q3	$213K	Buy	+2,219	New	+$217K	0.04%	64

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

BOK Financial Private Wealth's MCD Position: Q1 2026 in Review

BOK Financial Private Wealth reduced its McDonald's (MCD) stake by 8.2% in Q1 2026, selling an estimated $93.7K and leaving 3,278 shares worth $1.02M. The position accounts for 0.06% of the portfolio, ranked #83.

BOK Financial Private Wealth first reported a position in MCD in Q3 2013 and has held it in 37 quarters since. The position peaked at $2.6M in Q3 2024. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

BOK Financial Private Wealth held 3,278 shares of McDonald's worth $1.02M as of Q1 2026.
BOK Financial Private Wealth sold 294 McDonald's shares in Q1 2026, an estimated $93.7K.
McDonald's made up 0.06% of BOK Financial Private Wealth's portfolio in Q1 2026, its #83 holding.
BOK Financial Private Wealth first reported a position in McDonald's in Q3 2013 and has held it in 37 quarters since.
BOK Financial Private Wealth's McDonald's position peaked at $2.6M in Q3 2024.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.