Bradley & Co Private Wealth Management’s McDonald's MCD Stock Holding History

Bradley & Co Private 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	$228K	Hold	734	–	–	0.12%	55
2025 Q4	$224K	Hold	734	–	–	0.12%	52
2025 Q3	$223K	Hold	734	–	–	0.12%	43
2025 Q2	$214K	Hold	734	–	–	0.13%	41
2025 Q1	$229K	Hold	734	–	–	0.16%	37
2024 Q4	$213K	Buy	+734	New	+$219K	0.13%	38
2024 Q2	$187K	Hold	734	–	–	0.14%	39
2024 Q1	$207K	Hold	734	–	–	0.17%	34
2023 Q4	$218K	Hold	734	–	–	0.2%	32
2023 Q3	$193K	Hold	734	–	–	0.2%	31
2023 Q2	$219K	Hold	734	–	–	0.22%	31
2023 Q1	$205K	Hold	734	–	–	0.22%	31
2022 Q4	$193K	Hold	734	–	–	0.24%	33
2022 Q3	$169K	Hold	734	–	–	0.2%	38
2022 Q2	$181K	Buy	734 +20	+3%	+$4.93K	0.2%	45
2022 Q1	$177K	Hold	714	–	–	0.15%	52
2021 Q4	$191K	Hold	714	–	–	0.15%	50
2021 Q3	$173K	Hold	714	–	–	0.15%	50
2021 Q2	$164K	Hold	714	–	–	0.14%	56
2021 Q1	$160K	Buy	+714	New	+$153K	0.15%	58

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

Bradley & Co Private Wealth Management's MCD Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its McDonald's (MCD) position steady in Q1 2026 at 734 shares worth $228K. The position accounts for 0.12% of the portfolio, ranked #55.

Bradley & Co Private Wealth Management first reported a position in MCD in Q1 2021 and has held it in 20 quarters since. The position peaked at $229K in Q1 2025. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Bradley & Co Private Wealth Management held 734 shares of McDonald's worth $228K as of Q1 2026.
Bradley & Co Private Wealth Management left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.12% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #55 holding.
Bradley & Co Private Wealth Management first reported a position in McDonald's in Q1 2021 and has held it in 20 quarters since.
Bradley & Co Private Wealth Management's McDonald's position peaked at $229K in Q1 2025.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.