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Curry Webb Wealth Management’s McDonald's MCD Stock Holding History

Curry Webb 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 		$444K Sell
1,430
-6
-0.4% -$1.91K 0.21% 47
2025
Q4 		$439K Buy
+1,436
New +$440K 0.22% 52

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $147M AUM 25.76% 1-Year Est. Return

Curry Webb Wealth Management's MCD Position: Q1 2026 in Review

Curry Webb Wealth Management reduced its McDonald's (MCD) stake by 0.42% in Q1 2026, selling an estimated $1.91K and leaving 1,430 shares worth $444K. The position accounts for 0.21% of the portfolio, ranked #47.

Curry Webb Wealth Management first reported a position in MCD in Q4 2025 and has held it in 2 quarters since. 3,579 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Curry Webb Wealth Management held 1,430 shares of McDonald's worth $444K as of Q1 2026.
  • Curry Webb Wealth Management sold 6 McDonald's shares in Q1 2026, an estimated $1.91K.
  • McDonald's made up 0.21% of Curry Webb Wealth Management's portfolio in Q1 2026, its #47 holding.
  • Curry Webb Wealth Management first reported a position in McDonald's in Q4 2025 and has held it in 2 quarters since.
  • 3,579 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Curry Webb Wealth Management's 13F filing for Q1 2026, filed 10 Jun 2026.