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FSB Premier Wealth Management’s McDonald's MCD Stock Holding History

FSB Premier 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
2026
Q1 		$746K Sell
2,401
-24
-1% -$7.65K 0.23% 105
2025
Q4 		$741K Buy
2,425
+56
+2% +$17.2K 0.24% 102
2025
Q3 		$720K Sell
2,369
-82
-3% -$25K 0.24% 102
2025
Q2 		$716K Sell
2,451
-335
-12% -$103K 0.26% 103
2025
Q1 		$870K Buy
2,786
+267
+11% +$79.9K 0.34% 85
2024
Q4 		$730K Sell
2,519
-5
-0.2% -$1.49K 0.29% 88
2024
Q3 		$769K Sell
2,524
-42
-2% -$11.6K 0.32% 86
2024
Q2 		$654K Sell
2,566
-101
-4% -$26.8K 0.3% 80
2024
Q1 		$752K Sell
2,667
-18
-0.7% -$5.24K 0.35% 67
2023
Q4 		$796K Hold
2,685
– – 0.4% 57
2023
Q3 		$707K Hold
2,685
– – 0.39% 56
2023
Q2 		$801K Sell
2,685
-10
-0.4% -$2.9K 0.43% 49
2023
Q1 		$753K Sell
2,695
-48
-2% -$12.9K 0.42% 50
2022
Q4 		$723K Sell
2,743
-153
-5% -$40.4K 0.4% 55
2022
Q3 		$668K Sell
2,896
-213
-7% -$54.4K 0.39% 53
2022
Q2 		$767K Buy
3,109
+6
+0.2% +$1.48K 0.43% 54
2022
Q1 		$788K Sell
3,103
-112
-3% -$27.9K 0.4% 56
2021
Q4 		$861K Sell
3,215
-357
-10% -$90.1K 0.36% 48
2021
Q3 		$861K Buy
3,572
+1,268
+55% +$303K 0.43% 43
2021
Q2 		$532K Buy
2,304
+294
+15% +$68.4K 0.27% 63
2021
Q1 		$450K Sell
2,010
-13
-0.6% -$2.78K 0.24% 72
2020
Q4 		$434K Buy
+2,023
New +$440K 0.23% 73

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

FSB Premier Wealth Management's MCD Position: Q1 2026 in Review

FSB Premier Wealth Management reduced its McDonald's (MCD) stake by 0.99% in Q1 2026, selling an estimated $7.65K and leaving 2,401 shares worth $746K. The position accounts for 0.23% of the portfolio, ranked #105.

FSB Premier Wealth Management first reported a position in MCD in Q4 2020 and has held it in 22 quarters since. The position peaked at $870K in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • FSB Premier Wealth Management held 2,401 shares of McDonald's worth $746K as of Q1 2026.
  • FSB Premier Wealth Management sold 24 McDonald's shares in Q1 2026, an estimated $7.65K.
  • McDonald's made up 0.23% of FSB Premier Wealth Management's portfolio in Q1 2026, its #105 holding.
  • FSB Premier Wealth Management first reported a position in McDonald's in Q4 2020 and has held it in 22 quarters since.
  • FSB Premier Wealth Management's McDonald's position peaked at $870K in Q1 2025.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.