Consilium Wealth Advisory’s McDonald's MCD Stock Holding History

Consilium Wealth Advisory’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	$453K	Buy	1,456 +59	+4%	+$18.8K	0.15%	76
2025 Q4	$427K	Hold	1,397	–	–	0.16%	72
2025 Q3	$425K	Buy	1,397 +63	+5%	+$19.2K	0.16%	74
2025 Q2	$390K	Hold	1,334	–	–	0.16%	74
2025 Q1	$417K	Buy	1,334 +33	+3%	+$9.87K	0.21%	69
2024 Q4	$377K	Hold	1,301	–	–	0.18%	69
2024 Q3	$396K	Hold	1,301	–	–	0.22%	63
2024 Q2	$332K	Hold	1,301	–	–	0.18%	68
2024 Q1	$367K	Sell	1,301 -66	-5%	-$19.2K	0.21%	64
2023 Q4	$405K	Hold	1,367	–	–	0.24%	64
2023 Q3	$360K	Hold	1,367	–	–	0.25%	63
2023 Q2	$408K	Hold	1,367	–	–	0.28%	61
2023 Q1	$382K	Hold	1,367	–	–	0.33%	58
2022 Q4	$360K	Hold	1,367	–	–	0.31%	60
2022 Q3	$315K	Hold	1,367	–	–	0.35%	55
2022 Q2	$337K	Hold	1,367	–	–	0.36%	59
2022 Q1	$338K	Hold	1,367	–	–	0.24%	69
2021 Q4	$366K	Buy	+1,367	New	+$345K	0.24%	69

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

Consilium Wealth Advisory's MCD Position: Q1 2026 in Review

Consilium Wealth Advisory increased its McDonald's (MCD) stake by 4.2% in Q1 2026, buying an estimated $18.8K and bringing the position to 1,456 shares worth $453K. The position accounts for 0.15% of the portfolio, ranked #76.

Consilium Wealth Advisory first reported a position in MCD in Q4 2021 and has held it in 18 quarters since. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Consilium Wealth Advisory held 1,456 shares of McDonald's worth $453K as of Q1 2026.
Consilium Wealth Advisory bought 59 McDonald's shares in Q1 2026, an estimated $18.8K.
McDonald's made up 0.15% of Consilium Wealth Advisory's portfolio in Q1 2026, its #76 holding.
Consilium Wealth Advisory first reported a position in McDonald's in Q4 2021 and has held it in 18 quarters since.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.