Cannon Wealth Management Services’s McDonald's MCD Stock Holding History

Cannon Wealth Management 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	$323K	Buy	1,039 +12	+1%	+$3.82K	0.22%	66
2025 Q4	$314K	Sell	1,027 -16	-2%	-$4.9K	0.22%	63
2025 Q3	$317K	Hold	1,043	–	–	0.24%	65
2025 Q2	$305K	Hold	1,043	–	–	0.25%	62
2025 Q1	$332K	Buy	1,043 +4	+0.4%	+$1.2K	0.3%	56
2024 Q4	$301K	Buy	1,039 +17	+2%	+$5.07K	0.26%	56
2024 Q3	$311K	Buy	+1,022	New	+$282K	0.28%	59

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

Cannon Wealth Management Services's MCD Position: Q1 2026 in Review

Cannon Wealth Management Services increased its McDonald's (MCD) stake by 1.2% in Q1 2026, buying an estimated $3.82K and bringing the position to 1,039 shares worth $323K. The position accounts for 0.22% of the portfolio, ranked #66.

Cannon Wealth Management Services first reported a position in MCD in Q3 2024 and has held it in 7 quarters since. The position peaked at $332K in Q1 2025. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Cannon Wealth Management Services held 1,039 shares of McDonald's worth $323K as of Q1 2026.
Cannon Wealth Management Services bought 12 McDonald's shares in Q1 2026, an estimated $3.82K.
McDonald's made up 0.22% of Cannon Wealth Management Services's portfolio in Q1 2026, its #66 holding.
Cannon Wealth Management Services first reported a position in McDonald's in Q3 2024 and has held it in 7 quarters since.
Cannon Wealth Management Services's McDonald's position peaked at $332K in Q1 2025.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Cannon Wealth Management Services's 13F filing for Q1 2026, filed 5 May 2026.