Cabot Wealth Management’s McDonald's MCD Stock Holding History

Cabot 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	$326K	Hold	1,050	–	–	0.04%	115
2025 Q4	$321K	Hold	1,050	–	–	0.04%	119
2025 Q3	$319K	Hold	1,050	–	–	0.04%	121
2025 Q2	$307K	Buy	1,050 +75	+8%	+$23.1K	0.04%	112
2025 Q1	$305K	Hold	975	–	–	0.04%	112
2024 Q4	$283K	Hold	975	–	–	0.04%	113
2024 Q3	$297K	Hold	975	–	–	0.04%	114
2024 Q2	$248K	Hold	975	–	–	0.03%	126
2024 Q1	$275K	Hold	975	–	–	0.04%	128
2023 Q4	$289K	Hold	975	–	–	0.04%	125
2023 Q3	$257K	Buy	975 +71	+8%	+$20.3K	0.04%	126
2023 Q2	$270K	Hold	904	–	–	0.04%	127
2023 Q1	$253K	Hold	904	–	–	0.04%	126
2022 Q4	$238K	Sell	904 -642	-42%	-$169K	0.04%	132
2022 Q3	$357K	Sell	1,546 -15	-1%	-$3.83K	0.06%	124
2022 Q2	$385K	Buy	1,561 +15	+1%	+$3.69K	0.06%	125
2022 Q1	$382K	Hold	1,546	–	–	0.05%	130
2021 Q4	$414K	Hold	1,546	–	–	0.05%	130
2021 Q3	$373K	Hold	1,546	–	–	0.05%	128
2021 Q2	$357K	Hold	1,546	–	–	0.05%	131
2021 Q1	$347K	Buy	+1,546	New	+$331K	0.05%	127
2020 Q4	–	Sell	-915	Closed	-$201K	–	145
2020 Q3	$201K	Buy	+915	New	+$188K	0.04%	132
2018 Q4	–	Sell	-1,916	Closed	-$321K	–	135
2018 Q3	$321K	Hold	1,916	–	–	0.07%	103
2018 Q2	$300K	Buy	+1,916	New	+$311K	0.07%	105

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

Cabot Wealth Management's MCD Position: Q1 2026 in Review

Cabot Wealth Management held its McDonald's (MCD) position steady in Q1 2026 at 1,050 shares worth $326K. The position accounts for 0.04% of the portfolio, ranked #115.

Cabot Wealth Management first reported a position in MCD in Q2 2018 and has held it in 24 quarters since. The position peaked at $414K in Q4 2021. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Cabot Wealth Management held 1,050 shares of McDonald's worth $326K as of Q1 2026.
Cabot Wealth Management left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.04% of Cabot Wealth Management's portfolio in Q1 2026, its #115 holding.
Cabot Wealth Management first reported a position in McDonald's in Q2 2018 and has held it in 24 quarters since.
Cabot Wealth Management's McDonald's position peaked at $414K in Q4 2021.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Cabot Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.