Endeavor Private Wealth’s McDonald's MCD Stock Holding History

Endeavor Private Wealth’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	$230K	Sell	740 -107	-13%	-$34.1K	0.07%	182
2025 Q4	$259K	Sell	847 -9	-1%	-$2.76K	0.07%	179
2025 Q3	$260K	Buy	856 +114	+15%	+$34.7K	0.08%	165
2025 Q2	$217K	Sell	742 -4	-0.5%	-$1.23K	0.1%	123
2025 Q1	$233K	Buy	+746	New	+$223K	0.13%	113

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

Endeavor Private Wealth's MCD Position: Q1 2026 in Review

Endeavor Private Wealth reduced its McDonald's (MCD) stake by 13% in Q1 2026, selling an estimated $34.1K and leaving 740 shares worth $230K. The position accounts for 0.07% of the portfolio, ranked #182.

Endeavor Private Wealth first reported a position in MCD in Q1 2025 and has held it in 5 quarters since. The position peaked at $260K in Q3 2025. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Endeavor Private Wealth held 740 shares of McDonald's worth $230K as of Q1 2026.
Endeavor Private Wealth sold 107 McDonald's shares in Q1 2026, an estimated $34.1K.
McDonald's made up 0.07% of Endeavor Private Wealth's portfolio in Q1 2026, its #182 holding.
Endeavor Private Wealth first reported a position in McDonald's in Q1 2025 and has held it in 5 quarters since.
Endeavor Private Wealth's McDonald's position peaked at $260K in Q3 2025.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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