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Facet Wealth Inc’s McDonald's MCD Stock Holding History

Facet Wealth Inc’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 		$754K Buy
2,427
+572
+31% +$182K 0.01% 126
2025
Q4 		$580K Buy
1,855
+377
+26% +$115K 0.01% 141
2025
Q3 		$449K Buy
1,478
+222
+18% +$67.6K 0.01% 124
2025
Q2 		$377K Buy
1,256
+451
+56% +$139K 0.01% 113
2025
Q1 		$254K Sell
805
-79
-9% -$23.6K 0.01% 119
2024
Q4 		$260K Buy
884
+64
+8% +$19.1K 0.01% 119
2024
Q3 		$242K Sell
820
-18
-2% -$4.96K 0.01% 125
2024
Q2 		$223K Sell
838
-57
-6% -$15.1K 0.01% 126
2024
Q1 		$241K Buy
895
+84
+10% +$24.4K 0.01% 103
2023
Q4 		$231K Buy
+811
New +$221K 0.01% 104

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

Facet Wealth Inc's MCD Position: Q1 2026 in Review

Facet Wealth Inc increased its McDonald's (MCD) stake by 31% in Q1 2026, buying an estimated $182K and bringing the position to 2,427 shares worth $754K. The position accounts for 0.01% of the portfolio, ranked #126.

Facet Wealth Inc first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Facet Wealth Inc held 2,427 shares of McDonald's worth $754K as of Q1 2026.
  • Facet Wealth Inc bought 572 McDonald's shares in Q1 2026, an estimated $182K.
  • McDonald's made up 0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #126 holding.
  • Facet Wealth Inc first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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