Cherry Tree Wealth Management’s McDonald's MCD Stock Holding History

Cherry Tree 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	$229K	Sell	738 -153	-17%	-$48.7K	0.05%	149
2025 Q4	$272K	Hold	891	–	–	0.06%	138
2025 Q3	$271K	Sell	891 -180	-17%	-$54.8K	0.06%	138
2025 Q2	$313K	Sell	1,071 -13	-1%	-$4.01K	0.07%	124
2025 Q1	$339K	Buy	1,084 +13	+1%	+$3.89K	0.08%	120
2024 Q4	$310K	Hold	1,071	–	–	0.08%	124
2024 Q3	$326K	Hold	1,071	–	–	0.08%	131
2024 Q2	$273K	Sell	1,071 -10	-0.9%	-$2.65K	0.07%	140
2024 Q1	$305K	Buy	1,081 +78	+8%	+$22.7K	0.08%	133
2023 Q4	$297K	Hold	1,003	–	–	0.08%	129
2023 Q3	$264K	Hold	1,003	–	–	0.08%	127
2023 Q2	$299K	Buy	+1,003	New	+$291K	0.09%	118

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Cherry Tree Wealth Management's MCD Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its McDonald's (MCD) stake by 17% in Q1 2026, selling an estimated $48.7K and leaving 738 shares worth $229K. The position accounts for 0.05% of the portfolio, ranked #149.

Cherry Tree Wealth Management first reported a position in MCD in Q2 2023 and has held it in 12 quarters since. The position peaked at $339K in Q1 2025. 3,587 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Cherry Tree Wealth Management held 738 shares of McDonald's worth $229K as of Q1 2026.
Cherry Tree Wealth Management sold 153 McDonald's shares in Q1 2026, an estimated $48.7K.
McDonald's made up 0.05% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #149 holding.
Cherry Tree Wealth Management first reported a position in McDonald's in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's McDonald's position peaked at $339K in Q1 2025.
3,587 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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