FWL Investment Management’s McDonald's MCD Stock Holding History

FWL Investment 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	–	Sell	-60	Closed	-$18.3K	–	387
2025 Q4	$18.3K	Buy	60 +30	+100%	+$9.19K	﹤0.01%	224
2025 Q3	$9.12K	Buy	+30	New	+$9.13K	﹤0.01%	262
2025 Q1	–	Sell	-6,173	Closed	-$1.79M	–	314
2024 Q4	$1.79M	Buy	6,173 +52	+0.8%	+$15.5K	0.65%	36
2024 Q3	$1.86M	Buy	6,121 +5,876	+2,398%	+$1.62M	0.71%	33
2024 Q2	$62.4K	Buy	+245	New	+$65K	0.03%	91
2024 Q1	–	Sell	-35	Closed	-$10.4K	–	247
2023 Q4	$10.4K	Buy	+35	New	+$9.53K	0.01%	158
2023 Q1	–	Sell	-342	Closed	-$90.1K	–	145
2022 Q4	$90.1K	Buy	+342	New	+$90.2K	0.07%	74

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

FWL Investment Management's MCD Position: Q1 2026 in Review

FWL Investment Management sold out of McDonald's (MCD) in Q1 2026, closing a stake of 60 shares — an estimated $18.3K sold.

FWL Investment Management first reported a position in MCD in Q4 2022 and held it in 7 quarters. The position peaked at $1.86M in Q3 2024. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

FWL Investment Management reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
FWL Investment Management sold 60 McDonald's shares in Q1 2026, an estimated $18.3K.
FWL Investment Management first reported a position in McDonald's in Q4 2022 and held it in 7 quarters.
FWL Investment Management's McDonald's position peaked at $1.86M in Q3 2024.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.