CCWM
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Correct Capital Wealth Management’s McDonald's MCD Stock Holding History

Correct Capital 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 		$402K Buy
1,295
+93
+8% +$29.6K 0.08% 84
2025
Q4 		$367K Buy
1,202
+50
+4% +$15.3K 0.07% 83
2025
Q3 		$350K Buy
1,152
+250
+28% +$76.1K 0.06% 94
2025
Q2 		$264K Sell
902
-3
-0.3% -$925 0.04% 103
2025
Q1 		$283K Hold
905
– – 0.05% 95
2024
Q4 		$262K Buy
905
+50
+6% +$14.9K 0.05% 103
2024
Q3 		$260K Sell
855
-25
-3% -$6.89K 0.06% 102
2024
Q2 		$224K Hold
880
– – 0.05% 111
2024
Q1 		$248K Sell
880
-18
-2% -$5.24K 0.06% 122
2023
Q4 		$266K Buy
+898
New +$244K 0.07% 105

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

Correct Capital Wealth Management's MCD Position: Q1 2026 in Review

Correct Capital Wealth Management increased its McDonald's (MCD) stake by 7.7% in Q1 2026, buying an estimated $29.6K and bringing the position to 1,295 shares worth $402K. The position accounts for 0.08% of the portfolio, ranked #84.

Correct Capital Wealth Management first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Correct Capital Wealth Management held 1,295 shares of McDonald's worth $402K as of Q1 2026.
  • Correct Capital Wealth Management bought 93 McDonald's shares in Q1 2026, an estimated $29.6K.
  • McDonald's made up 0.08% of Correct Capital Wealth Management's portfolio in Q1 2026, its #84 holding.
  • Correct Capital Wealth Management first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Correct Capital Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.