Consilio Wealth Advisors’s McDonald's MCD Stock Holding History

Consilio 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	$212K	Buy	+683	New	+$218K	0.06%	94

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

Consilio Wealth Advisors's MCD Position: Q1 2026 in Review

Consilio Wealth Advisors opened a new position in McDonald's (MCD) in Q1 2026: 683 shares worth $212K. The stake represents 0.06% of the portfolio and ranks #94 among its holdings.

3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Consilio Wealth Advisors held 683 shares of McDonald's worth $212K as of Q1 2026.
McDonald's was a new Consilio Wealth Advisors position in Q1 2026.
McDonald's made up 0.06% of Consilio Wealth Advisors's portfolio in Q1 2026, its #94 holding.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Consilio Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.