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Delos Wealth Advisors’s McDonald's MCD Stock Holding History

Delos Wealth Advisors’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 		$282K Sell
908
-71
-7% -$22.6K 0.16% 69
2025
Q4 		$299K Hold
979
– – 0.2% 48
2025
Q3 		$298K Sell
979
-16
-2% -$4.87K 0.2% 50
2025
Q2 		$291K Hold
995
– – 0.23% 47
2025
Q1 		$311K Buy
995
+679
+215% +$203K 0.25% 48
2024
Q4 		$91.6K Buy
316
+16
+5% +$4.77K 0.07% 62
2024
Q3 		$91.4K Sell
300
-25
-8% -$6.89K 0.08% 71
2024
Q2 		$82.8K Buy
325
+300
+1,200% +$79.6K 0.08% 70
2024
Q1 		$7.05K Buy
+25
New +$7.27K 0.01% 137
2023
Q4 		– Sell
-123
Closed -$34.6K – 368
2023
Q3 		$34.6K Hold
123
– – 0.04% 79
2023
Q2 		$36.7K Hold
123
– – 0.05% 74
2023
Q1 		$34.4K Hold
123
– – 0.04% 70
2022
Q4 		$32.4K Hold
123
– – 0.05% 74
2022
Q3 		$28K Hold
123
– – 0.03% 71
2022
Q2 		$30K Sell
123
-124
-50% -$30.5K 0.03% 71
2022
Q1 		$61K Sell
247
-37
-13% -$9.22K 0.06% 69
2021
Q4 		$76K Buy
284
+160
+129% +$40.4K 0.07% 55
2021
Q3 		$30K Buy
+124
New +$29.6K 0.03% 63

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

Delos Wealth Advisors's MCD Position: Q1 2026 in Review

Delos Wealth Advisors reduced its McDonald's (MCD) stake by 7.3% in Q1 2026, selling an estimated $22.6K and leaving 908 shares worth $282K. The position accounts for 0.16% of the portfolio, ranked #69.

Delos Wealth Advisors first reported a position in MCD in Q3 2021 and has held it in 18 quarters since. The position peaked at $311K in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Delos Wealth Advisors held 908 shares of McDonald's worth $282K as of Q1 2026.
  • Delos Wealth Advisors sold 71 McDonald's shares in Q1 2026, an estimated $22.6K.
  • McDonald's made up 0.16% of Delos Wealth Advisors's portfolio in Q1 2026, its #69 holding.
  • Delos Wealth Advisors first reported a position in McDonald's in Q3 2021 and has held it in 18 quarters since.
  • Delos Wealth Advisors's McDonald's position peaked at $311K in Q1 2025.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.