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Carson Advisory’s McDonald's MCD Stock Holding History

Carson Advisory’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 		$381K Buy
1,225
+1
+0.1% +$319 0.2% 108
2025
Q4 		$374K Buy
1,224
+1
+0.1% +$306 0.19% 103
2025
Q3 		$372K Buy
1,223
+1
+0.1% +$304 0.2% 105
2025
Q2 		$357K Buy
1,222
+1
+0.1% +$308 0.23% 105
2025
Q1 		$382K Sell
1,221
-20
-2% -$5.98K 0.26% 92
2024
Q4 		$360K Sell
1,241
-324
-21% -$96.6K 0.25% 96
2024
Q3 		$476K Buy
1,565
+1
+0.1% +$276 0.3% 84
2024
Q2 		$399K Buy
1,564
+1
+0.1% +$265 0.28% 95
2024
Q1 		$441K Buy
1,563
+35
+2% +$10.2K 0.31% 89
2023
Q4 		$453K Sell
1,528
-32
-2% -$8.71K 0.35% 85
2023
Q3 		$411K Buy
1,560
+259
+20% +$73.9K 0.36% 86
2023
Q2 		$388K Buy
1,301
+1
+0.1% +$291 0.33% 88
2023
Q1 		$363K Buy
1,300
+1
+0.1% +$268 0.32% 88
2022
Q4 		$342K Buy
1,299
+7
+0.5% +$1.85K 0.33% 80
2022
Q3 		$298K Sell
1,292
-100
-7% -$25.6K 0.33% 79
2022
Q2 		$344K Buy
1,392
+136
+11% +$33.5K 0.38% 75
2022
Q1 		$311K Buy
1,256
+388
+45% +$96.7K 0.31% 88
2021
Q4 		$233K Buy
+868
New +$219K 0.24% 113

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

Carson Advisory's MCD Position: Q1 2026 in Review

Carson Advisory increased its McDonald's (MCD) stake by 0.08% in Q1 2026, buying an estimated $319 and bringing the position to 1,225 shares worth $381K. The position accounts for 0.2% of the portfolio, ranked #108.

Carson Advisory first reported a position in MCD in Q4 2021 and has held it in 18 quarters since. The position peaked at $476K in Q3 2024. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Carson Advisory held 1,225 shares of McDonald's worth $381K as of Q1 2026.
  • Carson Advisory bought 1 McDonald's share in Q1 2026, an estimated $319.
  • McDonald's made up 0.2% of Carson Advisory's portfolio in Q1 2026, its #108 holding.
  • Carson Advisory first reported a position in McDonald's in Q4 2021 and has held it in 18 quarters since.
  • Carson Advisory's McDonald's position peaked at $476K in Q3 2024.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.