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

Diversify 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 		$8.72M Buy
30,068
+13,375
+80% +$4.26M 0.16% 144
2025
Q4 		$5.17M Sell
16,693
-230
-1% -$70.4K 0.24% 114
2025
Q3 		$5.02M Buy
16,923
+959
+6% +$292K 0.29% 100
2025
Q2 		$4.82M Buy
15,964
+1,948
+14% +$601K 0.3% 91
2025
Q1 		$4.41M Buy
14,016
+1,871
+15% +$560K 0.33% 81
2024
Q4 		$3.43M Buy
12,145
+5,430
+81% +$1.62M 0.27% 102
2024
Q3 		$2M Buy
6,715
+787
+13% +$217K 0.19% 137
2024
Q2 		$1.59M Buy
+5,928
New +$1.57M 0.2% 117

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

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

Diversify Wealth Management increased its McDonald's (MCD) stake by 80% in Q1 2026, buying an estimated $4.26M and bringing the position to 30,068 shares worth $8.72M. The position accounts for 0.16% of the portfolio, ranked #144.

Diversify Wealth Management first reported a position in MCD in Q2 2024 and has held it in 8 quarters since. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Diversify Wealth Management held 30,068 shares of McDonald's worth $8.72M as of Q1 2026.
  • Diversify Wealth Management bought 13,375 McDonald's shares in Q1 2026, an estimated $4.26M.
  • McDonald's made up 0.16% of Diversify Wealth Management's portfolio in Q1 2026, its #144 holding.
  • Diversify Wealth Management first reported a position in McDonald's in Q2 2024 and has held it in 8 quarters since.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.