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

Forefront Wealth Partners’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 		$264K Buy
850
+107
+14% +$34.1K 0.11% 136
2025
Q4 		$227K Buy
743
+14
+2% +$4.29K 0.11% 126
2025
Q3 		$222K Sell
729
-446
-38% -$136K 0.06% 178
2025
Q2 		$342K Buy
1,175
+441
+60% +$136K 0.23% 76
2025
Q1 		$229K Buy
734
+3
+0.4% +$897 0.16% 115
2024
Q4 		$212K Buy
+731
New +$218K 0.16% 88

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

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

Forefront Wealth Partners increased its McDonald's (MCD) stake by 14% in Q1 2026, buying an estimated $34.1K and bringing the position to 850 shares worth $264K. The position accounts for 0.11% of the portfolio, ranked #136.

Forefront Wealth Partners first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. The position peaked at $342K in Q2 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Forefront Wealth Partners held 850 shares of McDonald's worth $264K as of Q1 2026.
  • Forefront Wealth Partners bought 107 McDonald's shares in Q1 2026, an estimated $34.1K.
  • McDonald's made up 0.11% of Forefront Wealth Partners's portfolio in Q1 2026, its #136 holding.
  • Forefront Wealth Partners first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
  • Forefront Wealth Partners's McDonald's position peaked at $342K in Q2 2025.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.