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Collaborative Wealth Management’s McDonald's MCD Stock Holding History

Collaborative 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 		$3.38M Sell
10,876
-1,107
-9% -$353K 1.55% 16
2025
Q4 		$3.66M Buy
11,983
+1,035
+9% +$317K 1.29% 17
2025
Q3 		$3.33M Sell
10,948
-20
-0.2% -$6.09K 1.35% 18
2025
Q2 		$3.2M Sell
10,968
-9
-0.1% -$2.77K 1.4% 18
2025
Q1 		$3.43M Buy
10,977
+5
+0% +$1.5K 1.6% 17
2024
Q4 		$3.18M Sell
10,972
-462
-4% -$138K 1.44% 19
2024
Q3 		$3.48M Buy
11,434
+4
+0% +$1.1K 1.57% 19
2024
Q2 		$2.91M Sell
11,430
-61
-0.5% -$16.2K 1.42% 19
2024
Q1 		$3.24M Hold
11,491
– – 1.62% 17
2023
Q4 		$3.41M Sell
11,491
-119
-1% -$32.4K 1.85% 15
2023
Q3 		$3.06M Buy
11,610
+10,783
+1,304% +$3.08M 1.82% 15
2023
Q2 		$247K Sell
827
-42
-5% -$12.2K 0.15% 139
2023
Q1 		$243K Buy
869
+1
+0.1% +$268 0.15% 147
2022
Q4 		$229K Hold
868
– – 0.15% 157
2022
Q3 		$200K Hold
868
– – 0.14% 160
2022
Q2 		$214K Buy
+868
New +$214K 0.14% 173
2021
Q4 		$233K Buy
+868
New +$219K 0.13% 181
2021
Q1 		$215K Buy
+868
New +$186K 0.12% 178

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

Collaborative Wealth Management's MCD Position: Q1 2026 in Review

Collaborative Wealth Management reduced its McDonald's (MCD) stake by 9.2% in Q1 2026, selling an estimated $353K and leaving 10,876 shares worth $3.38M. The position accounts for 1.55% of the portfolio, ranked #16.

Collaborative Wealth Management first reported a position in MCD in Q1 2021 and has held it in 18 quarters since. The position peaked at $3.66M in Q4 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Collaborative Wealth Management held 10,876 shares of McDonald's worth $3.38M as of Q1 2026.
  • Collaborative Wealth Management sold 1,107 McDonald's shares in Q1 2026, an estimated $353K.
  • McDonald's made up 1.55% of Collaborative Wealth Management's portfolio in Q1 2026, its #16 holding.
  • Collaborative Wealth Management first reported a position in McDonald's in Q1 2021 and has held it in 18 quarters since.
  • Collaborative Wealth Management's McDonald's position peaked at $3.66M in Q4 2025.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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