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

Flagship 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	$196K	Hold	672	–	–	0.08%	103
2025 Q4	$205K	Sell	672 -31	-4%	-$9.49K	0.06%	122
2025 Q3	$214K	Buy	703 +31	+5%	+$9.44K	0.07%	116
2025 Q2	$196K	Buy	672 +116	+21%	+$35.8K	0.07%	119
2025 Q1	$174K	Hold	556	–	–	0.07%	119
2024 Q4	$161K	Buy	+556	New	+$166K	0.09%	109

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 $137B AUM 18.02% 1-Year Est. Return

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

Flagship Wealth Advisors held its McDonald's (MCD) position steady in Q1 2026 at 672 shares worth $196K. The position accounts for 0.08% of the portfolio, ranked #103.

Flagship Wealth Advisors first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. The position peaked at $214K in Q3 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Flagship Wealth Advisors held 672 shares of McDonald's worth $196K as of Q1 2026.
Flagship Wealth Advisors left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.08% of Flagship Wealth Advisors's portfolio in Q1 2026, its #103 holding.
Flagship Wealth Advisors first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
Flagship Wealth Advisors's McDonald's position peaked at $214K in Q3 2025.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.