Chokshi & Queen Wealth Advisors’s McDonald's MCD Stock Holding History

Chokshi & Queen Wealth Advisors’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	$260K	Hold	835	–	–	0.14%	51
2025 Q4	$255K	Hold	835	–	–	0.13%	42
2025 Q3	$254K	Buy	835 +11	+1%	+$3.35K	0.13%	51
2025 Q2	$241K	Hold	824	–	–	0.14%	49
2025 Q1	$257K	Hold	824	–	–	0.16%	47
2024 Q4	$239K	Buy	+824	New	+$246K	0.15%	44

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

Chokshi & Queen Wealth Advisors's MCD Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors held its McDonald's (MCD) position steady in Q1 2026 at 835 shares worth $260K. The position accounts for 0.14% of the portfolio, ranked #51.

Chokshi & Queen Wealth Advisors first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Chokshi & Queen Wealth Advisors held 835 shares of McDonald's worth $260K as of Q1 2026.
Chokshi & Queen Wealth Advisors left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.14% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #51 holding.
Chokshi & Queen Wealth Advisors first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.