Corient Private Wealth
MCD icon

Corient Private Wealth’s McDonald's MCD Stock Holding History

Corient Private Wealth’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 		$265M Sell
858,040
-1,665,862
-66% -$531M 0.38% 51
2025
Q4 		$533M Buy
2,523,902
+1,679,255
+199% +$514M 0.36% 50
2025
Q3 		$255M Sell
844,647
-62,029
-7% -$18.9M 0.4% 47
2025
Q2 		$265M Sell
906,676
-30,696
-3% -$9.46M 0.35% 52
2025
Q1 		$293M Sell
937,372
-106,864
-10% -$32M 0.48% 40
2024
Q4 		$301M Sell
1,044,236
-33,953
-3% -$10.1M 0.5% 40
2024
Q3 		$328M Sell
1,078,189
-107,783
-9% -$29.7M 0.51% 37
2024
Q2 		$302M Sell
1,185,972
-70,102
-6% -$18.6M 0.53% 36
2024
Q1 		$354M Sell
1,256,074
-26,543
-2% -$7.72M 0.63% 33
2023
Q4 		$380M Buy
1,282,617
+28,623
+2% +$7.79M 0.7% 30
2023
Q3 		$330M Buy
1,253,994
+29,473
+2% +$8.41M 0.76% 25
2023
Q2 		$365M Buy
1,224,521
+43,284
+4% +$12.6M 0.84% 23
2023
Q1 		$330M Buy
1,181,237
+374,638
+46% +$100M 0.89% 20
2022
Q4 		$213M Buy
+806,599
New +$213M 0.77% 25

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

Corient Private Wealth's MCD Position: Q1 2026 in Review

Corient Private Wealth reduced its McDonald's (MCD) stake by 66% in Q1 2026, selling an estimated $531M and leaving 858,040 shares worth $265M. The position accounts for 0.38% of the portfolio, ranked #51.

Corient Private Wealth first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $533M in Q4 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Corient Private Wealth held 858,040 shares of McDonald's worth $265M as of Q1 2026.
  • Corient Private Wealth sold 1,665,862 McDonald's shares in Q1 2026, an estimated $531M.
  • McDonald's made up 0.38% of Corient Private Wealth's portfolio in Q1 2026, its #51 holding.
  • Corient Private Wealth first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's McDonald's position peaked at $533M in Q4 2025.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.