CWM
MCD icon

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

Cordatus 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 		$5.06M Sell
16,271
-871
-5% -$277K 1.2% 20
2025
Q4 		$5.24M Buy
17,142
+20
+0.1% +$6.13K 1.21% 18
2025
Q3 		$5.2M Buy
17,122
+13
+0.1% +$3.96K 1.23% 16
2025
Q2 		$5M Sell
17,109
-309
-2% -$95.3K 1.23% 16
2025
Q1 		$5.44M Buy
17,418
+5,343
+44% +$1.6M 1.49% 17
2024
Q4 		$3.5M Buy
12,075
+503
+4% +$150K 0.92% 29
2024
Q3 		$3.52M Buy
11,572
+100
+0.9% +$27.6K 1.27% 22
2024
Q2 		$2.92M Buy
+11,472
New +$3.04M 1.1% 24
2023
Q3 		– Sell
-12,094
Closed -$3.61M – 110
2023
Q2 		$3.61M Buy
+12,094
New +$3.51M 1.36% 18
2022
Q4 		– Sell
-7,584
Closed -$1.75M – 86
2022
Q3 		$1.75M Sell
7,584
-3,801
-33% -$972K 1.84% 21
2022
Q2 		$2.81M Buy
11,385
+588
+5% +$145K 1.31% 16
2022
Q1 		$2.67M Buy
10,797
+3,407
+46% +$849K 0.94% 27
2021
Q4 		$1.98M Buy
+7,390
New +$1.87M 0.58% 66
2021
Q1 		$1.31M Buy
5,848
+346
+6% +$74K 0.5% 81
2020
Q4 		$1.18M Buy
5,502
+122
+2% +$26.5K 0.5% 76
2020
Q3 		$1.18M Sell
5,380
-4
-0.1% -$821 0.57% 67
2020
Q2 		$993K Sell
5,384
-84
-2% -$15.4K 0.55% 65
2020
Q1 		$904K Buy
5,468
+1,412
+35% +$278K 0.65% 63
2019
Q4 		$802K Sell
4,056
-9,927
-71% -$1.97M 0.4% 91
2019
Q3 		$3M Buy
13,983
+3,497
+33% +$750K 1.57% 15
2019
Q2 		$2.18M Sell
10,486
-7,955
-43% -$1.58M 1.27% 23
2019
Q1 		$3.5M Sell
18,441
-4,330
-19% -$786K 1.92% 11
2018
Q4 		$4.04M Buy
+22,771
New +$4.04M 2.89% 9

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

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

Cordatus Wealth Management reduced its McDonald's (MCD) stake by 5.1% in Q1 2026, selling an estimated $277K and leaving 16,271 shares worth $5.06M. The position accounts for 1.2% of the portfolio, ranked #20.

Cordatus Wealth Management first reported a position in MCD in Q4 2018 and has held it in 23 quarters since. The position peaked at $5.44M in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Cordatus Wealth Management held 16,271 shares of McDonald's worth $5.06M as of Q1 2026.
  • Cordatus Wealth Management sold 871 McDonald's shares in Q1 2026, an estimated $277K.
  • McDonald's made up 1.2% of Cordatus Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Cordatus Wealth Management first reported a position in McDonald's in Q4 2018 and has held it in 23 quarters since.
  • Cordatus Wealth Management's McDonald's position peaked at $5.44M in Q1 2025.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Cordatus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.