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Chung Wu Investment Group’s McDonald's MCD Stock Holding History

Chung Wu Investment Group’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 		$18.6K Hold
60
– – 0.02% 179
2025
Q4 		$18.3K Hold
60
– – 0.02% 186
2025
Q3 		$18.2K Hold
60
– – 0.02% 184
2025
Q2 		$17.5K Buy
+60
New +$18.5K 0.02% 173

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

Chung Wu Investment Group's MCD Position: Q1 2026 in Review

Chung Wu Investment Group held its McDonald's (MCD) position steady in Q1 2026 at 60 shares worth $18.6K. The position accounts for 0.02% of the portfolio, ranked #179.

Chung Wu Investment Group first reported a position in MCD in Q2 2025 and has held it in 4 quarters since. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Chung Wu Investment Group held 60 shares of McDonald's worth $18.6K as of Q1 2026.
  • Chung Wu Investment Group left its McDonald's share count unchanged in Q1 2026.
  • McDonald's made up 0.02% of Chung Wu Investment Group's portfolio in Q1 2026, its #179 holding.
  • Chung Wu Investment Group first reported a position in McDonald's in Q2 2025 and has held it in 4 quarters since.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Chung Wu Investment Group's 13F filing for Q1 2026, filed 12 May 2026.