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

EPG 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 		$2.35M Buy
7,553
+184
+2% +$58.6K 0.64% 44
2025
Q4 		$2.25M Buy
7,369
+252
+4% +$77.2K 0.61% 42
2025
Q3 		$2.16M Buy
7,117
+335
+5% +$102K 0.6% 43
2025
Q2 		$1.98M Sell
6,782
-166
-2% -$51.2K 0.59% 44
2025
Q1 		$2.17M Buy
6,948
+134
+2% +$40.1K 0.6% 35
2024
Q4 		$1.98M Sell
6,814
-340
-5% -$101K 0.52% 44
2024
Q3 		$2.18M Buy
+7,154
New +$1.97M 0.55% 40
2024
Q2 		– Sell
-7,564
Closed -$2.01M – 53
2024
Q1 		$2.13M Buy
7,564
+97
+1% +$28.2K 0.52% 45
2023
Q4 		$2.14M Buy
7,467
+176
+2% +$47.9K 0.56% 39
2023
Q3 		$1.92M Sell
7,291
-61
-0.8% -$17.4K 0.58% 36
2023
Q2 		$2.19M Buy
7,352
+66
+0.9% +$19.2K 0.65% 32
2023
Q1 		$2.04M Buy
7,286
+2,481
+52% +$665K 0.64% 31
2022
Q4 		$1.27M Buy
4,805
+285
+6% +$75.2K 0.48% 45
2022
Q3 		$1.04M Buy
4,520
+412
+10% +$105K 0.43% 54
2022
Q2 		$1.01M Buy
4,108
+709
+21% +$175K 0.43% 56
2022
Q1 		$840K Buy
3,399
+239
+8% +$59.5K 0.29% 71
2021
Q4 		$847K Buy
3,160
+314
+11% +$79.3K 0.3% 72
2021
Q3 		$686K Buy
2,846
+79
+3% +$18.9K 0.28% 77
2021
Q2 		$639K Buy
2,767
+248
+10% +$57.7K 0.27% 85
2021
Q1 		$565K Buy
2,519
+201
+9% +$43K 0.27% 84
2020
Q4 		$497K Buy
2,318
+421
+22% +$91.5K 0.3% 75
2020
Q3 		$416K Buy
1,897
+661
+53% +$136K 0.31% 74
2020
Q2 		$228K Sell
1,236
-85
-6% -$15.6K 0.16% 125
2020
Q1 		$219K Sell
1,321
-501
-27% -$98.7K 0.16% 115
2019
Q4 		$360K Buy
+1,822
New +$361K 0.26% 64

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

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

EPG Wealth Management increased its McDonald's (MCD) stake by 2.5% in Q1 2026, buying an estimated $58.6K and bringing the position to 7,553 shares worth $2.35M. The position accounts for 0.64% of the portfolio, ranked #44.

EPG Wealth Management first reported a position in MCD in Q4 2019 and has held it in 25 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • EPG Wealth Management held 7,553 shares of McDonald's worth $2.35M as of Q1 2026.
  • EPG Wealth Management bought 184 McDonald's shares in Q1 2026, an estimated $58.6K.
  • McDonald's made up 0.64% of EPG Wealth Management's portfolio in Q1 2026, its #44 holding.
  • EPG Wealth Management first reported a position in McDonald's in Q4 2019 and has held it in 25 quarters since.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.