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Exencial Wealth Advisors’s McDonald's MCD Stock Holding History

Exencial Wealth Advisors’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 		$3.2M Sell
10,311
-146
-1% -$46.5K 0.1% 180
2025
Q4 		$3.2M Sell
10,457
-134
-1% -$41K 0.1% 178
2025
Q3 		$3.22M Sell
10,591
-15
-0.1% -$4.57K 0.1% 174
2025
Q2 		$3.1M Sell
10,606
-1,049
-9% -$323K 0.11% 175
2025
Q1 		$3.64M Sell
11,655
-466
-4% -$139K 0.13% 161
2024
Q4 		$3.51M Sell
12,121
-253
-2% -$75.4K 0.13% 162
2024
Q3 		$3.77M Sell
12,374
-684
-5% -$189K 0.14% 158
2024
Q2 		$3.33M Sell
13,058
-554
-4% -$147K 0.12% 162
2024
Q1 		$3.84M Sell
13,612
-367
-3% -$107K 0.14% 151
2023
Q4 		$4.14M Buy
13,979
+506
+4% +$138K 0.17% 134
2023
Q3 		$3.55M Sell
13,473
-442
-3% -$126K 0.17% 137
2023
Q2 		$4.15M Buy
13,915
+1,231
+10% +$358K 0.19% 127
2023
Q1 		$3.55M Buy
12,684
+432
+4% +$116K 0.18% 132
2022
Q4 		$3.23M Buy
12,252
+1,068
+10% +$282K 0.17% 144
2022
Q3 		$2.58M Buy
11,184
+519
+5% +$133K 0.16% 143
2022
Q2 		$2.63M Buy
10,665
+5
+0% +$1.23K 0.15% 150
2022
Q1 		$2.64M Sell
10,660
-1,228
-10% -$306K 0.13% 164
2021
Q4 		$3.19M Buy
11,888
+2,425
+26% +$612K 0.15% 158
2021
Q3 		$2.28M Sell
9,463
-1,069
-10% -$255K 0.1% 143
2021
Q2 		$2.43M Buy
10,532
+23
+0.2% +$5.35K 0.13% 169
2021
Q1 		$2.36M Buy
10,509
+1,676
+19% +$358K 0.14% 163
2020
Q4 		$1.9M Sell
8,833
-8,072
-48% -$1.76M 0.13% 157
2020
Q3 		$3.71M Buy
16,905
+6,713
+66% +$1.38M 0.2% 138
2020
Q2 		$1.88M Buy
10,192
+5,819
+133% +$1.07M 0.16% 142
2020
Q1 		$723K Sell
4,373
-1,335
-23% -$263K 0.13% 131
2019
Q4 		$1.13M Buy
5,708
+1,125
+25% +$223K 0.2% 111
2019
Q3 		$984K Buy
4,583
+43
+0.9% +$9.22K 0.21% 107
2019
Q2 		$943K Hold
4,540
– – 0.22% 102
2019
Q1 		$862K Hold
4,540
– – 0.2% 106
2018
Q4 		$806K Buy
4,540
+657
+17% +$117K 0.22% 101
2018
Q3 		$650K Buy
3,883
+60
+2% +$9.62K 0.15% 113
2018
Q2 		$599K Sell
3,823
-35
-0.9% -$5.67K 0.17% 107
2018
Q1 		$603K Sell
3,858
-92
-2% -$15.1K 0.18% 108
2017
Q4 		$680K Buy
3,950
+101
+3% +$17K 0.2% 107
2017
Q3 		$603K Sell
3,849
-296
-7% -$46.4K 0.2% 100
2017
Q2 		$635K Buy
4,145
+177
+4% +$25.6K 0.26% 79
2017
Q1 		$526K Sell
3,968
-280
-7% -$35.1K 0.23% 88
2016
Q4 		$517K Sell
4,248
-75
-2% -$8.79K 0.22% 93
2016
Q3 		$487K Buy
4,323
+504
+13% +$59.7K 0.22% 97
2016
Q2 		$460K Sell
3,819
-995
-21% -$125K 0.21% 98
2016
Q1 		$605K Buy
+4,814
New +$575K 0.28% 80
2015
Q3 		– Sell
-2,189
Closed -$213K – 145
2015
Q2 		$213K Sell
2,189
-373
-15% -$36.1K 0.13% 97
2015
Q1 		$245K Sell
2,562
-1,233
-32% -$117K 0.1% 132
2014
Q4 		$354K Sell
3,795
-1,026
-21% -$96K 0.16% 109
2014
Q3 		$457K Sell
4,821
-31,888
-87% -$3.04M 0.2% 105
2014
Q2 		$3.71M Sell
36,709
-2,523
-6% -$255K 1.58% 14
2014
Q1 		$3.96M Sell
39,232
-746
-2% -$71.3K 1.65% 11
2013
Q4 		$3.79M Sell
39,978
-1,376
-3% -$132K 1.72% 13
2013
Q3 		$4.03M Sell
41,354
-460
-1% -$44.9K 1.89% 10
2013
Q2 		$4.03M Buy
+41,814
New +$4.19M 2% 9

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Exencial Wealth Advisors's MCD Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its McDonald's (MCD) stake by 1.4% in Q1 2026, selling an estimated $46.5K and leaving 10,311 shares worth $3.2M. The position accounts for 0.1% of the portfolio, ranked #180.

Exencial Wealth Advisors first reported a position in MCD in Q2 2013 and has held it in 50 quarters since. The position peaked at $4.15M in Q2 2023. 3,588 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Exencial Wealth Advisors held 10,311 shares of McDonald's worth $3.2M as of Q1 2026.
  • Exencial Wealth Advisors sold 146 McDonald's shares in Q1 2026, an estimated $46.5K.
  • McDonald's made up 0.1% of Exencial Wealth Advisors's portfolio in Q1 2026, its #180 holding.
  • Exencial Wealth Advisors first reported a position in McDonald's in Q2 2013 and has held it in 50 quarters since.
  • Exencial Wealth Advisors's McDonald's position peaked at $4.15M in Q2 2023.
  • 3,588 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.