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

Dynasty 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 		$658K Sell
2,119
-355
-14% -$113K 0.01% 211
2025
Q4 		$756K Buy
2,474
+337
+16% +$103K 0.01% 209
2025
Q3 		$649K Sell
2,137
-433
-17% -$132K 0.01% 201
2025
Q2 		$751K Buy
2,570
+117
+5% +$36.1K 0.01% 153
2025
Q1 		$766K Sell
2,453
-8
-0.3% -$2.39K 0.01% 169
2024
Q4 		$713K Buy
2,461
+182
+8% +$54.3K 0.01% 175
2024
Q3 		$694K Buy
2,279
+47
+2% +$13K 0.02% 160
2024
Q2 		$569K Buy
2,232
+553
+33% +$147K 0.02% 177
2024
Q1 		$473K Buy
+1,679
New +$488K 0.02% 192
2018
Q4 		– Sell
-1,626
Closed -$272K – 60
2018
Q3 		$272K Buy
+1,626
New +$261K 0.35% 81

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

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

Dynasty Wealth Management reduced its McDonald's (MCD) stake by 14% in Q1 2026, selling an estimated $113K and leaving 2,119 shares worth $658K. The position accounts for 0.01% of the portfolio, ranked #211.

Dynasty Wealth Management first reported a position in MCD in Q3 2018 and has held it in 10 quarters since. The position peaked at $766K in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Dynasty Wealth Management held 2,119 shares of McDonald's worth $658K as of Q1 2026.
  • Dynasty Wealth Management sold 355 McDonald's shares in Q1 2026, an estimated $113K.
  • McDonald's made up 0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #211 holding.
  • Dynasty Wealth Management first reported a position in McDonald's in Q3 2018 and has held it in 10 quarters since.
  • Dynasty Wealth Management's McDonald's position peaked at $766K in Q1 2025.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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