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FRG Family Wealth Advisors’s McDonald's MCD Stock Holding History

FRG Family 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 		$2.55M Sell
8,213
-2,029
-20% -$646K 0.42% 52
2025
Q4 		$3.13M Sell
10,242
-284
-3% -$87K 0.49% 47
2025
Q3 		$3.2M Sell
10,526
-145
-1% -$44.1K 0.51% 44
2025
Q2 		$3.12M Sell
10,671
-330
-3% -$102K 0.54% 42
2025
Q1 		$3.44M Sell
11,001
-351
-3% -$105K 0.66% 35
2024
Q4 		$3.29M Hold
11,352
– – 0.6% 35
2024
Q3 		$3.46M Sell
11,352
-175
-2% -$48.2K 0.62% 36
2024
Q2 		$3.11M Sell
11,527
-276
-2% -$73.2K 0.6% 38
2024
Q1 		$3.22M Sell
11,803
-125
-1% -$36.4K 0.63% 36
2023
Q4 		$3.54M Sell
11,928
-1,005
-8% -$274K 0.72% 31
2023
Q3 		$3.41M Sell
12,933
-45
-0.3% -$12.8K 0.77% 32
2023
Q2 		$3.87M Buy
12,978
+46
+0.4% +$13.4K 0.85% 31
2023
Q1 		$3.62M Sell
12,932
-250
-2% -$67K 0.83% 33
2022
Q4 		$3.47M Sell
13,182
-185
-1% -$48.8K 0.83% 34
2022
Q3 		$3.08M Hold
13,367
– – 0.76% 35
2022
Q2 		$3.3M Hold
13,367
– – 0.76% 34
2022
Q1 		$3.31M Sell
13,367
-19
-0.1% -$4.73K 0.64% 38
2021
Q4 		$3.59M Buy
13,386
+381
+3% +$96.2K 0.67% 36
2021
Q3 		$3.14M Sell
13,005
-16
-0.1% -$3.82K 0.62% 38
2021
Q2 		$3.01M Sell
13,021
-200
-2% -$46.5K 0.57% 41
2021
Q1 		$2.96M Buy
13,221
+65
+0.5% +$13.9K 0.6% 41
2020
Q4 		$2.82M Hold
13,156
– – 0.61% 41
2020
Q3 		$2.89M Buy
13,156
+28
+0.2% +$5.75K 0.7% 38
2020
Q2 		$2.42M Buy
13,128
+345
+3% +$63.3K 0.64% 42
2020
Q1 		$2.11M Sell
12,783
-188
-1% -$37K 0.64% 41
2019
Q4 		$2.56M Hold
12,971
– – 0.62% 45
2019
Q3 		$2.79M Hold
12,971
– – 0.72% 44
2019
Q2 		$2.69M Hold
12,971
– – 0.71% 45
2019
Q1 		$2.46M Sell
12,971
-618
-5% -$112K 0.7% 46
2018
Q4 		$2.41M Buy
13,589
+615
+5% +$109K 0.79% 40
2018
Q3 		$2.17M Sell
12,974
-675
-5% -$108K 0.6% 51
2018
Q2 		$2.14M Hold
13,649
– – 0.64% 50
2018
Q1 		$2.13M Sell
13,649
-28
-0.2% -$4.61K 0.71% 49
2017
Q4 		$2.35M Sell
13,677
-22
-0.2% -$3.69K 0.76% 47
2017
Q3 		$2.15M Buy
13,699
+1,088
+9% +$171K 0.74% 47
2017
Q2 		$1.93M Buy
12,611
+51
+0.4% +$7.37K 0.71% 49
2017
Q1 		$1.62M Buy
12,560
+371
+3% +$46.6K 0.63% 51
2016
Q4 		$1.48M Buy
12,189
+1,212
+11% +$142K 0.62% 52
2016
Q3 		$1.27M Buy
10,977
+795
+8% +$94.2K 0.57% 60
2016
Q2 		$1.23M Buy
10,182
+123
+1% +$15.4K 0.55% 64
2016
Q1 		$1.27M Buy
10,059
+200
+2% +$23.9K 0.61% 54
2015
Q4 		$1.17M Buy
+9,859
New +$1.1M 0.57% 59

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

FRG Family Wealth Advisors's MCD Position: Q1 2026 in Review

FRG Family Wealth Advisors reduced its McDonald's (MCD) stake by 20% in Q1 2026, selling an estimated $646K and leaving 8,213 shares worth $2.55M. The position accounts for 0.42% of the portfolio, ranked #52.

FRG Family Wealth Advisors first reported a position in MCD in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.87M in Q2 2023. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • FRG Family Wealth Advisors held 8,213 shares of McDonald's worth $2.55M as of Q1 2026.
  • FRG Family Wealth Advisors sold 2,029 McDonald's shares in Q1 2026, an estimated $646K.
  • McDonald's made up 0.42% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #52 holding.
  • FRG Family Wealth Advisors first reported a position in McDonald's in Q4 2015 and has held it in 42 quarters since.
  • FRG Family Wealth Advisors's McDonald's position peaked at $3.87M in Q2 2023.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.