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

Destination 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 		$26.7M Buy
85,784
+2,806
+3% +$894K 0.69% 47
2025
Q4 		$25.4M Buy
82,978
+3,735
+5% +$1.14M 0.66% 51
2025
Q3 		$24.1M Sell
79,243
-935
-1% -$285K 0.66% 54
2025
Q2 		$23.4M Sell
80,178
-1,687
-2% -$520K 0.69% 54
2025
Q1 		$25.6M Sell
81,865
-212
-0.3% -$63.4K 0.81% 44
2024
Q4 		$23.8M Sell
82,077
-1,354
-2% -$404K 0.74% 49
2024
Q3 		$25.4M Buy
83,431
+1,277
+2% +$352K 0.79% 48
2024
Q2 		$20.9M Buy
82,154
+107
+0.1% +$28.4K 0.69% 56
2024
Q1 		$23.1M Sell
82,047
-239
-0.3% -$69.5K 0.77% 50
2023
Q4 		$24.4M Sell
82,286
-628
-0.8% -$171K 0.85% 41
2023
Q3 		$21.8M Sell
82,914
-780
-0.9% -$222K 0.85% 39
2023
Q2 		$25M Sell
83,694
-2,329
-3% -$677K 0.93% 34
2023
Q1 		$24.1M Sell
86,023
-1,444
-2% -$387K 0.91% 34
2022
Q4 		$23.1M Sell
87,467
-2,667
-3% -$704K 0.92% 38
2022
Q3 		$20.8M Sell
90,134
-769
-0.8% -$197K 0.87% 37
2022
Q2 		$22.4M Sell
90,903
-723
-0.8% -$178K 0.91% 38
2022
Q1 		$22.7M Buy
91,626
+786
+0.9% +$196K 0.84% 41
2021
Q4 		$24.4M Buy
90,840
+1,114
+1% +$281K 0.86% 40
2021
Q3 		$21.6M Buy
89,726
+1,247
+1% +$298K 0.84% 41
2021
Q2 		$20.4M Buy
88,479
+1,415
+2% +$329K 0.79% 42
2021
Q1 		$19.5M Buy
87,064
+761
+0.9% +$163K 0.81% 42
2020
Q4 		$18.5M Buy
86,303
+2,005
+2% +$436K 0.81% 43
2020
Q3 		$18.5M Sell
84,298
-274
-0.3% -$56.3K 0.94% 36
2020
Q2 		$15.6M Buy
84,572
+30,068
+55% +$5.51M 0.84% 46
2020
Q1 		$9.01M Buy
54,504
+52,253
+2,321% +$10.3M 0.55% 50
2019
Q4 		$445K Sell
2,251
-129
-5% -$25.6K 0.02% 120
2019
Q3 		$511K Buy
2,380
+1,277
+116% +$274K 0.03% 111
2019
Q2 		$229K Sell
1,103
-180
-14% -$35.7K 0.01% 138
2019
Q1 		$244K Buy
1,283
+50
+4% +$9.07K 0.01% 134
2018
Q4 		$219K Buy
1,233
+135
+12% +$23.9K 0.01% 138
2018
Q3 		$184K Sell
1,098
-353
-24% -$56.6K 0.01% 158
2018
Q2 		$227K Buy
1,451
+263
+22% +$42.6K 0.01% 131
2018
Q1 		$186K Sell
1,188
-575
-33% -$94.6K 0.01% 145
2017
Q4 		$303K Sell
1,763
-48
-3% -$8.06K 0.02% 132
2017
Q3 		$284K Buy
1,811
+36
+2% +$5.64K 0.02% 137
2017
Q2 		$272K Sell
1,775
-57
-3% -$8.24K 0.02% 139
2017
Q1 		$237K Sell
1,832
-452
-20% -$56.7K 0.02% 146
2016
Q4 		$278K Buy
2,284
+431
+23% +$50.5K 0.02% 141
2016
Q3 		$214K Sell
1,853
-560
-23% -$66.4K 0.02% 153
2016
Q2 		$290K Sell
2,413
-7,730
-76% -$968K 0.02% 127
2016
Q1 		$1.2M Hold
10,143
– – 0.11% 70
2015
Q4 		$1.2M Sell
10,143
-135,593
-93% -$15.2M 0.11% 70
2015
Q3 		$14.4M Sell
145,736
-103,636
-42% -$10.1M 1.59% 28
2015
Q2 		$23.7M Buy
249,372
+92,711
+59% +$8.97M 1.57% 20
2015
Q1 		$15.3M Sell
156,661
-3,640
-2% -$345K 1.65% 30
2014
Q4 		$15M Buy
160,301
+576
+0.4% +$53.9K 1.52% 35
2014
Q3 		$15.1M Buy
159,725
+5,913
+4% +$564K 1.58% 34
2014
Q2 		$15.5M Buy
153,812
+1,484
+1% +$150K 1.6% 34
2014
Q1 		$14.9M Buy
152,328
+1,901
+1% +$182K 1.6% 34
2013
Q4 		$14.6M Buy
150,427
+2,849
+2% +$274K 1.53% 35
2013
Q3 		$14.2M Buy
147,578
+1,272
+0.9% +$124K 1.64% 32
2013
Q2 		$14.5M Buy
+146,306
New +$14.7M 1.77% 26

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

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

Destination Wealth Management increased its McDonald's (MCD) stake by 3.4% in Q1 2026, buying an estimated $894K and bringing the position to 85,784 shares worth $26.7M. The position accounts for 0.69% of the portfolio, ranked #47.

Destination Wealth Management first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Destination Wealth Management held 85,784 shares of McDonald's worth $26.7M as of Q1 2026.
  • Destination Wealth Management bought 2,806 McDonald's shares in Q1 2026, an estimated $894K.
  • McDonald's made up 0.69% of Destination Wealth Management's portfolio in Q1 2026, its #47 holding.
  • Destination Wealth Management first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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