DWM
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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 		– Sell
-400
Closed -$16.5K – 347
2025
Q4 		$16.5K Buy
+400
New +$123K ﹤0.01% 316
2024
Q1 		– Sell
-100
Closed -$4.62K – 232
2023
Q4 		$4.62K Hold
100
– – ﹤0.01% 208
2023
Q3 		$2.73K Hold
100
– – ﹤0.01% 203
2023
Q2 		$5.58K Hold
100
– – ﹤0.01% 202
2023
Q1 		$4.33K Buy
+100
New +$26.8K ﹤0.01% 210

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.