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Commonwealth Retirement Investments’s McDonald's MCD Stock Holding History

Commonwealth Retirement Investments’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 		– Sell
-388
Closed -$119K – 308
2025
Q4 		$119K Buy
+388
New +$119K 0.04% 139

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

Commonwealth Retirement Investments's MCD Position: Q1 2026 in Review

Commonwealth Retirement Investments sold out of McDonald's (MCD) in Q1 2026, closing a stake of 388 shares — an estimated $119K sold.

Commonwealth Retirement Investments first reported a position in MCD in Q4 2025 and held it in 1 quarter. The position peaked at $119K in Q4 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Commonwealth Retirement Investments reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Retirement Investments sold 388 McDonald's shares in Q1 2026, an estimated $119K.
  • Commonwealth Retirement Investments first reported a position in McDonald's in Q4 2025 and held it in 1 quarter.
  • Commonwealth Retirement Investments's McDonald's position peaked at $119K in Q4 2025.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.