Focus Partners Wealth
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Focus Partners Wealth’s McDonald's MCD Stock Holding History

Focus Partners 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 		$197M Buy
635,056
+30,970
+5% +$9.87M 0.22% 101
2025
Q4 		$185M Buy
604,086
+126,885
+27% +$38.9M 0.21% 100
2025
Q3 		$145M Buy
477,201
+29,166
+7% +$8.88M 0.23% 81
2025
Q2 		$131M Buy
448,035
+6,052
+1% +$1.87M 0.28% 70
2025
Q1 		$138M Buy
441,983
+9,053
+2% +$2.71M 0.35% 59
2024
Q4 		$126M Buy
432,930
+40,001
+10% +$11.9M 0.33% 61
2024
Q3 		$120M Sell
392,929
-172,409
-30% -$47.5M 0.38% 59
2024
Q2 		$144M Buy
565,338
+435,475
+335% +$116M 0.49% 46
2024
Q1 		$36.6M Buy
129,863
+27,548
+27% +$8.01M 0.3% 82
2023
Q4 		$30.3M Buy
+102,315
New +$27.8M 0.4% 63

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

Focus Partners Wealth's MCD Position: Q1 2026 in Review

Focus Partners Wealth increased its McDonald's (MCD) stake by 5.1% in Q1 2026, buying an estimated $9.87M and bringing the position to 635,056 shares worth $197M. The position accounts for 0.22% of the portfolio, ranked #101.

Focus Partners Wealth first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Focus Partners Wealth held 635,056 shares of McDonald's worth $197M as of Q1 2026.
  • Focus Partners Wealth bought 30,970 McDonald's shares in Q1 2026, an estimated $9.87M.
  • McDonald's made up 0.22% of Focus Partners Wealth's portfolio in Q1 2026, its #101 holding.
  • Focus Partners Wealth first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.