Conscious Wealth Investments’s McDonald's MCD Stock Holding History

Conscious Wealth 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	$564K	Sell	1,841 -12	-0.6%	-$3.82K	0.31%	47
2025 Q4	$599K	Buy	1,853 +24	+1%	+$7.35K	0.36%	48
2025 Q3	$546K	Hold	1,829	–	–	0.32%	47
2025 Q2	$554K	Hold	1,829	–	–	0.35%	41
2025 Q1	$574K	Hold	1,829	–	–	0.4%	39
2024 Q4	$514K	Hold	1,829	–	–	0.35%	41
2024 Q3	$546K	Sell	1,829 -254	-12%	-$70K	0.38%	41
2024 Q2	$529K	Hold	2,083	–	–	0.38%	41
2024 Q1	$553K	Sell	2,083 -75	-3%	-$21.8K	0.42%	42
2023 Q4	$641K	Buy	+2,158	New	+$587K	0.51%	40

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 $147M AUM 25.76% 1-Year Est. Return

Conscious Wealth Investments's MCD Position: Q1 2026 in Review

Conscious Wealth Investments reduced its McDonald's (MCD) stake by 0.65% in Q1 2026, selling an estimated $3.82K and leaving 1,841 shares worth $564K. The position accounts for 0.31% of the portfolio, ranked #47.

Conscious Wealth Investments first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. The position peaked at $641K in Q4 2023. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Conscious Wealth Investments held 1,841 shares of McDonald's worth $564K as of Q1 2026.
Conscious Wealth Investments sold 12 McDonald's shares in Q1 2026, an estimated $3.82K.
McDonald's made up 0.31% of Conscious Wealth Investments's portfolio in Q1 2026, its #47 holding.
Conscious Wealth Investments first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
Conscious Wealth Investments's McDonald's position peaked at $641K in Q4 2023.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Conscious Wealth Investments's 13F filing for Q1 2026, filed 23 Apr 2026.