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Breakthru Advisory Services’s McDonald's MCD Stock Holding History

Breakthru Advisory Services’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 		$237K Sell
762
-270
-26% -$86K 0.38% 47
2025
Q4 		$315K Buy
1,032
+21
+2% +$6.43K 0.2% 46
2025
Q3 		$307K Buy
+1,011
New +$308K 0.2% 44
2025
Q1 		– Sell
-1,223
Closed -$355K – 33
2024
Q4 		$355K Buy
+1,223
New +$365K 0.32% 37

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

Breakthru Advisory Services's MCD Position: Q1 2026 in Review

Breakthru Advisory Services reduced its McDonald's (MCD) stake by 26% in Q1 2026, selling an estimated $86K and leaving 762 shares worth $237K. The position accounts for 0.38% of the portfolio, ranked #47.

Breakthru Advisory Services first reported a position in MCD in Q4 2024 and has held it in 4 quarters since. The position peaked at $355K in Q4 2024. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Breakthru Advisory Services held 762 shares of McDonald's worth $237K as of Q1 2026.
  • Breakthru Advisory Services sold 270 McDonald's shares in Q1 2026, an estimated $86K.
  • McDonald's made up 0.38% of Breakthru Advisory Services's portfolio in Q1 2026, its #47 holding.
  • Breakthru Advisory Services first reported a position in McDonald's in Q4 2024 and has held it in 4 quarters since.
  • Breakthru Advisory Services's McDonald's position peaked at $355K in Q4 2024.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Breakthru Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.