Eagle Bluffs Wealth Management’s McDonald's MCD Stock Holding History

Eagle Bluffs 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	$407K	Hold	1,311	–	–	0.16%	64
2025 Q4	$401K	Sell	1,311 -8	-0.6%	-$2.45K	0.16%	68
2025 Q3	$401K	Buy	1,319 +16	+1%	+$4.87K	0.17%	66
2025 Q2	$381K	Buy	1,303 +2	+0.2%	+$617	0.18%	65
2025 Q1	$406K	Buy	1,301 +121	+10%	+$36.2K	0.21%	62
2024 Q4	$342K	Sell	1,180 -4	-0.3%	-$1.19K	0.18%	63
2024 Q3	$361K	Hold	1,184	–	–	0.19%	61
2024 Q2	$302K	Buy	1,184 +24	+2%	+$6.37K	0.18%	62
2024 Q1	$327K	Hold	1,160	–	–	0.2%	62
2023 Q4	$344K	Buy	1,160 +27	+2%	+$7.35K	0.23%	61
2023 Q3	$298K	Hold	1,133	–	–	0.23%	61
2023 Q2	$338K	Hold	1,133	–	–	0.26%	56
2023 Q1	$317K	Buy	1,133 +29	+3%	+$7.77K	0.26%	58
2022 Q4	$291K	Hold	1,104	–	–	0.31%	57
2022 Q3	$255K	Hold	1,104	–	–	0.29%	56
2022 Q2	$273K	Hold	1,104	–	–	0.29%	58
2022 Q1	$273K	Buy	1,104 +92	+9%	+$22.9K	0.26%	61
2021 Q4	$271K	Buy	+1,012	New	+$256K	0.28%	58

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Eagle Bluffs Wealth Management's MCD Position: Q1 2026 in Review

Eagle Bluffs Wealth Management held its McDonald's (MCD) position steady in Q1 2026 at 1,311 shares worth $407K. The position accounts for 0.16% of the portfolio, ranked #64.

Eagle Bluffs Wealth Management first reported a position in MCD in Q4 2021 and has held it in 18 quarters since. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Eagle Bluffs Wealth Management held 1,311 shares of McDonald's worth $407K as of Q1 2026.
Eagle Bluffs Wealth Management left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.16% of Eagle Bluffs Wealth Management's portfolio in Q1 2026, its #64 holding.
Eagle Bluffs Wealth Management first reported a position in McDonald's in Q4 2021 and has held it in 18 quarters since.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.