Cassaday & Co Wealth Management’s McDonald's MCD Stock Holding History

Cassaday & Co 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	$8.67M	Buy	27,888 +285	+1%	+$90.8K	0.18%	34
2025 Q4	$8.44M	Sell	27,603 -333	-1%	-$102K	0.18%	34
2025 Q3	$8.49M	Sell	27,936 -24	-0.1%	-$7.3K	0.2%	32
2025 Q2	$8.17M	Buy	27,960 +4	+0%	+$1.23K	0.2%	31
2025 Q1	$8.73M	Sell	27,956 -114	-0.4%	-$34.1K	0.25%	28
2024 Q4	$8.14M	Buy	28,070 +123	+0.4%	+$36.7K	0.22%	29
2024 Q3	$8.51M	Buy	27,947 +200	+0.7%	+$55.1K	0.24%	27
2024 Q2	$7.07M	Sell	27,747 -992	-3%	-$263K	0.22%	28
2024 Q1	$8.1M	Buy	28,739 +383	+1%	+$111K	0.26%	27
2023 Q4	$8.41M	Buy	28,356 +269	+1%	+$73.2K	0.29%	26
2023 Q3	$7.4M	Buy	28,087 +93	+0.3%	+$26.5K	0.31%	25
2023 Q2	$8.35M	Sell	27,994 -746	-3%	-$217K	0.33%	26
2023 Q1	$8.04M	Sell	28,740 -83	-0.3%	-$22.2K	0.34%	25
2022 Q4	$7.6M	Buy	+28,823	New	+$7.6M	0.35%	29

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

Cassaday & Co Wealth Management's MCD Position: Q1 2026 in Review

Cassaday & Co Wealth Management increased its McDonald's (MCD) stake by 1% in Q1 2026, buying an estimated $90.8K and bringing the position to 27,888 shares worth $8.67M. The position accounts for 0.18% of the portfolio, ranked #34.

Cassaday & Co Wealth Management first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.73M in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Cassaday & Co Wealth Management held 27,888 shares of McDonald's worth $8.67M as of Q1 2026.
Cassaday & Co Wealth Management bought 285 McDonald's shares in Q1 2026, an estimated $90.8K.
McDonald's made up 0.18% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #34 holding.
Cassaday & Co Wealth Management first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
Cassaday & Co Wealth Management's McDonald's position peaked at $8.73M in Q1 2025.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.