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

Dakota 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 		$12.6M Sell
40,492
-1,148
-3% -$366K 0.27% 83
2025
Q4 		$12.7M Buy
41,640
+9,533
+30% +$2.92M 0.23% 82
2025
Q3 		$9.76M Sell
32,107
-2,371
-7% -$722K 0.2% 101
2025
Q2 		$10.1M Sell
34,478
-338
-1% -$104K 0.21% 95
2025
Q1 		$10.9M Sell
34,816
-2,614
-7% -$782K 0.25% 84
2024
Q4 		$10.9M Buy
37,430
+1,532
+4% +$457K 0.25% 87
2024
Q3 		$10.9M Sell
35,898
-1,061
-3% -$292K 0.25% 90
2024
Q2 		$9.42M Buy
36,959
+129
+0.4% +$34.2K 0.22% 93
2024
Q1 		$10.4M Buy
36,830
+81
+0.2% +$23.6K 0.26% 87
2023
Q4 		$10.9M Sell
36,749
-14
-0% -$3.81K 0.42% 65
2023
Q3 		$9.68M Sell
36,763
-4,539
-11% -$1.29M 0.43% 65
2023
Q2 		$12.3M Buy
41,302
+18,364
+80% +$5.34M 0.58% 44
2023
Q1 		$6.41M Sell
22,938
-34,885
-60% -$9.35M 0.43% 63
2022
Q4 		$15.2M Buy
57,823
+9,184
+19% +$2.42M 1.08% 17
2022
Q3 		$11.2M Buy
48,639
+45,353
+1,380% +$11.6M 0.91% 20
2022
Q2 		$812K Sell
3,286
-1,144
-26% -$282K 0.07% 208
2022
Q1 		$1.1M Buy
4,430
+3,048
+221% +$759K 0.09% 188
2021
Q4 		$370K Buy
+1,382
New +$349K 0.04% 281
2021
Q2 		– Sell
-1,006
Closed -$225K – 345
2021
Q1 		$225K Sell
1,006
-5,105
-84% -$1.09M 0.03% 282
2020
Q4 		$1.31M Sell
6,111
-167
-3% -$36.3K 0.17% 128
2020
Q3 		$1.38M Buy
6,278
+946
+18% +$194K 0.22% 101
2020
Q2 		$984K Sell
5,332
-1,959
-27% -$359K 0.17% 122
2020
Q1 		$1.21M Sell
7,291
-7,546
-51% -$1.49M 0.26% 91
2019
Q4 		$2.93M Buy
14,837
+2,369
+19% +$470K 0.47% 61
2019
Q3 		$2.68M Buy
+12,468
New +$2.67M 0.46% 61
2018
Q3 		– Sell
-1,872
Closed -$294K – 294
2018
Q2 		$294K Buy
+1,872
New +$304K 0.08% 168

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 $147M AUM 25.76% 1-Year Est. Return

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

Dakota Wealth Management reduced its McDonald's (MCD) stake by 2.8% in Q1 2026, selling an estimated $366K and leaving 40,492 shares worth $12.6M. The position accounts for 0.27% of the portfolio, ranked #83.

Dakota Wealth Management first reported a position in MCD in Q2 2018 and has held it in 26 quarters since. The position peaked at $15.2M in Q4 2022. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Dakota Wealth Management held 40,492 shares of McDonald's worth $12.6M as of Q1 2026.
  • Dakota Wealth Management sold 1,148 McDonald's shares in Q1 2026, an estimated $366K.
  • McDonald's made up 0.27% of Dakota Wealth Management's portfolio in Q1 2026, its #83 holding.
  • Dakota Wealth Management first reported a position in McDonald's in Q2 2018 and has held it in 26 quarters since.
  • Dakota Wealth Management's McDonald's position peaked at $15.2M in Q4 2022.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.