Fourth Dimension Wealth’s McDonald's MCD Stock Holding History

Fourth Dimension 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	$678K	Sell	2,182 -559	-20%	-$178K	0.26%	69
2025 Q4	$838K	Sell	2,741 -33	-1%	-$10.1K	0.31%	57
2025 Q3	$843K	Buy	2,774 +800	+41%	+$243K	0.32%	54
2025 Q2	$577K	Buy	1,974 +925	+88%	+$285K	0.24%	65
2025 Q1	$328K	Hold	1,049	–	–	0.16%	86
2024 Q4	$304K	Buy	+1,049	New	+$313K	0.16%	80

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

Fourth Dimension Wealth's MCD Position: Q1 2026 in Review

Fourth Dimension Wealth reduced its McDonald's (MCD) stake by 20% in Q1 2026, selling an estimated $178K and leaving 2,182 shares worth $678K. The position accounts for 0.26% of the portfolio, ranked #69.

Fourth Dimension Wealth first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. The position peaked at $843K in Q3 2025. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Fourth Dimension Wealth held 2,182 shares of McDonald's worth $678K as of Q1 2026.
Fourth Dimension Wealth sold 559 McDonald's shares in Q1 2026, an estimated $178K.
McDonald's made up 0.26% of Fourth Dimension Wealth's portfolio in Q1 2026, its #69 holding.
Fourth Dimension Wealth first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
Fourth Dimension Wealth's McDonald's position peaked at $843K in Q3 2025.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.