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Bucket List Wealth Management’s McDonald's MCD Stock Holding History

Bucket List 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
-1,201
Closed -$368K – 65
2025
Q4 		$368K Buy
+1,201
New +$368K 0.22% 41

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
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Bucket List Wealth Management's MCD Position: Q1 2026 in Review

Bucket List Wealth Management sold out of McDonald's (MCD) in Q1 2026, closing a stake of 1,201 shares — an estimated $368K sold.

Bucket List Wealth Management first reported a position in MCD in Q4 2025 and held it in 1 quarter. The position peaked at $368K in Q4 2025. 3,587 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Bucket List Wealth Management reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
  • Bucket List Wealth Management sold 1,201 McDonald's shares in Q1 2026, an estimated $368K.
  • Bucket List Wealth Management first reported a position in McDonald's in Q4 2025 and held it in 1 quarter.
  • Bucket List Wealth Management's McDonald's position peaked at $368K in Q4 2025.
  • 3,587 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Bucket List Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.