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

Focused 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
2025
Q3 		– Sell
-800
Closed -$234K – 224
2025
Q2 		$234K Buy
+800
New +$247K 0.03% 158

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

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

Focused Wealth Management increased its McDonald's (MCD) stake by 11% in Q1 2026, buying an estimated $32.2K and bringing the position to 985 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #155.

Focused Wealth Management first reported a position in MCD in Q3 2013 and has held it in 47 quarters since. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Focused Wealth Management held 985 shares of McDonald's worth $306K as of Q1 2026.
  • Focused Wealth Management bought 101 McDonald's shares in Q1 2026, an estimated $32.2K.
  • McDonald's made up 0.03% of Focused Wealth Management's portfolio in Q1 2026, its #155 holding.
  • Focused Wealth Management first reported a position in McDonald's in Q3 2013 and has held it in 47 quarters since.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.