Carson Wealth (CWM LLC)
MCD icon

Carson Wealth (CWM LLC)’s McDonald's MCD Stock Holding History

Carson Wealth (CWM LLC)’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 		$28.6M Sell
92,030
-21,061
-19% -$6.71M 0.08% 245
2025
Q4 		$34.6M Buy
113,091
+6,980
+7% +$2.14M 0.09% 195
2025
Q3 		$32.2M Buy
106,111
+8,980
+9% +$2.73M 0.1% 177
2025
Q2 		$28.4M Buy
97,131
+6,280
+7% +$1.94M 0.1% 174
2025
Q1 		$28.4M Buy
90,851
+4,187
+5% +$1.25M 0.11% 169
2024
Q4 		$25.1M Buy
86,664
+7,411
+9% +$2.21M 0.1% 177
2024
Q3 		$24.1M Buy
79,253
+4,987
+7% +$1.37M 0.1% 183
2024
Q2 		$18.9M Buy
74,266
+5,173
+7% +$1.37M 0.09% 207
2024
Q1 		$19.5M Buy
69,093
+7,100
+11% +$2.06M 0.09% 202
2023
Q4 		$18.4M Buy
61,993
+10,316
+20% +$2.81M 0.1% 197
2023
Q3 		$13.6M Buy
51,677
+8,048
+18% +$2.3M 0.08% 200
2023
Q2 		$13M Buy
43,629
+7,586
+21% +$2.2M 0.08% 201
2023
Q1 		$10.1M Buy
36,043
+6,854
+23% +$1.84M 0.07% 217
2022
Q4 		$7.69M Buy
29,189
+4,484
+18% +$1.18M 0.06% 235
2022
Q3 		$5.7M Buy
24,705
+2,735
+12% +$699K 0.05% 264
2022
Q2 		$5.42M Buy
21,970
+2,567
+13% +$632K 0.04% 282
2022
Q1 		$4.8M Buy
19,403
+1,070
+6% +$267K 0.03% 300
2021
Q4 		$4.91M Buy
+18,333
New +$4.63M 0.03% 301
2021
Q2 		$31.7M Hold
137,226
– – 0.25% 68
2021
Q1 		$31.7M Hold
137,226
– – 0.25% 68
2020
Q4 		$31.7M Hold
137,226
– – 0.25% 68
2020
Q3 		$31.7M Hold
137,226
– – 0.25% 68
2020
Q2 		$31.7M Hold
137,226
– – 0.25% 68
2020
Q1 		$31.7M Hold
137,226
– – 0.25% 68
2019
Q4 		$31.7M Hold
137,226
– – 0.25% 68
2019
Q3 		$31.7M Hold
137,226
– – 0.25% 68
2019
Q2 		$31.7M Hold
137,226
– – 0.25% 68
2019
Q1 		$31.7M Buy
137,226
+110,575
+415% +$20.1M 0.25% 68
2018
Q4 		$4.73M Buy
26,651
+16,744
+169% +$2.97M 0.12% 162
2018
Q3 		$1.66M Buy
9,907
+4,496
+83% +$721K 0.04% 269
2018
Q2 		$848K Buy
5,411
+307
+6% +$49.8K 0.03% 286
2018
Q1 		$798K Sell
5,104
-280
-5% -$46.1K 0.03% 246
2017
Q4 		$927K Buy
5,384
+428
+9% +$71.9K 0.04% 235
2017
Q3 		$777K Sell
4,956
-31
-0.6% -$4.86K 0.04% 222
2017
Q2 		$764K Sell
4,987
-333
-6% -$48.1K 0.04% 216
2017
Q1 		$690K Sell
5,320
-1,928
-27% -$242K 0.04% 210
2016
Q4 		$882K Buy
7,248
+1,854
+34% +$217K 0.05% 188
2016
Q3 		$622K Buy
5,394
+1,308
+32% +$155K 0.04% 195
2016
Q2 		$492K Sell
4,086
-121,105
-97% -$15.2M 0.04% 202
2016
Q1 		$15.7M Buy
125,191
+2,386
+2% +$285K 1.38% 13
2015
Q4 		$14.5M Buy
122,805
+12,642
+11% +$1.41M 1.42% 12
2015
Q3 		$10.9M Buy
110,163
+15,532
+16% +$1.51M 1.09% 29
2015
Q2 		$9M Buy
94,631
+14,058
+17% +$1.36M 0.86% 42
2015
Q1 		$7.85M Buy
80,573
+36,383
+82% +$3.45M 0.8% 45
2014
Q4 		$4.14M Buy
44,190
+29,021
+191% +$2.72M 0.5% 69
2014
Q3 		$1.44M Buy
15,169
+9,139
+152% +$872K 0.21% 113
2014
Q2 		$607K Buy
6,030
+3,107
+106% +$314K 0.11% 104
2014
Q1 		$287K Buy
2,923
+1,621
+125% +$155K 0.04% 118
2013
Q4 		$126K Buy
1,302
+900
+224% +$86.5K 0.02% 183
2013
Q3 		$39K Buy
+402
New +$39.2K 0.01% 204

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 $147M AUM 25.76% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MCD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its McDonald's (MCD) stake by 19% in Q1 2026, selling an estimated $6.71M and leaving 92,030 shares worth $28.6M. The position accounts for 0.08% of the portfolio, ranked #245.

Carson Wealth (CWM LLC) first reported a position in MCD in Q3 2013 and has held it in 50 quarters since. The position peaked at $34.6M in Q4 2025. 3,569 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 92,030 shares of McDonald's worth $28.6M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 21,061 McDonald's shares in Q1 2026, an estimated $6.71M.
  • McDonald's made up 0.08% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #245 holding.
  • Carson Wealth (CWM LLC) first reported a position in McDonald's in Q3 2013 and has held it in 50 quarters since.
  • Carson Wealth (CWM LLC)'s McDonald's position peaked at $34.6M in Q4 2025.
  • 3,569 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.