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Bridge Generations Wealth Management’s McDonald's MCD Stock Holding History

Bridge Generations 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 		– Sell
-3
Closed -$917 – 84
2025
Q4 		$917 Hold
3
– – ﹤0.01% 97
2025
Q3 		$912 Hold
3
– – ﹤0.01% 101
2025
Q2 		$877 Hold
3
– – ﹤0.01% 94
2025
Q1 		$938 Buy
+3
New +$897 ﹤0.01% 112

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bridge Generations Wealth Management's MCD Position: Q1 2026 in Review

Bridge Generations Wealth Management sold out of McDonald's (MCD) in Q1 2026, closing a stake of 3 shares — an estimated $917 sold.

Bridge Generations Wealth Management first reported a position in MCD in Q1 2025 and held it in 4 quarters. The position peaked at $938 in Q1 2025. 3,588 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Bridge Generations Wealth Management reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
  • Bridge Generations Wealth Management sold 3 McDonald's shares in Q1 2026, an estimated $917.
  • Bridge Generations Wealth Management first reported a position in McDonald's in Q1 2025 and held it in 4 quarters.
  • Bridge Generations Wealth Management's McDonald's position peaked at $938 in Q1 2025.
  • 3,588 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.