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

Core 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	$947K	Hold	3,047	–	–	0.29%	13
2025 Q4	$931K	Sell	3,047 -5	-0.2%	-$1.53K	0.29%	13
2025 Q3	$927K	Buy	3,052 +9	+0.3%	+$2.74K	0.3%	12
2025 Q2	$889K	Sell	3,043 -40	-1%	-$12.3K	0.31%	11
2025 Q1	$963K	Sell	3,083 -15	-0.5%	-$4.49K	0.37%	11
2024 Q4	$898K	Sell	3,098 -121	-4%	-$36.1K	0.35%	10
2024 Q3	$820K	Hold	3,219	–	–	0.33%	10
2024 Q2	$820K	Sell	3,219 -204	-6%	-$54.1K	0.33%	10
2024 Q1	$965K	Hold	3,423	–	–	0.42%	8
2023 Q4	$1.01M	Hold	3,423	–	–	0.48%	9
2023 Q3	$902K	Sell	3,423 -910	-21%	-$260K	0.47%	8
2023 Q2	$1.29M	Buy	4,333 +3,332	+333%	+$968K	0.66%	7
2023 Q1	$280K	Hold	1,001	–	–	0.15%	15
2022 Q4	$264K	Buy	+1,001	New	+$264K	0.15%	16

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

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

Core Wealth Management held its McDonald's (MCD) position steady in Q1 2026 at 3,047 shares worth $947K. The position accounts for 0.29% of the portfolio, ranked #13.

Core Wealth Management first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.29M in Q2 2023. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Core Wealth Management held 3,047 shares of McDonald's worth $947K as of Q1 2026.
Core Wealth Management left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.29% of Core Wealth Management's portfolio in Q1 2026, its #13 holding.
Core Wealth Management first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
Core Wealth Management's McDonald's position peaked at $1.29M in Q2 2023.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Core Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.