GWM
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GDS Wealth Management’s McDonald's MCD Stock Holding History

GDS 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 		$974K Buy
3,135
+77
+3% +$24.5K 0.06% 90
2025
Q4 		$935K Sell
3,058
-5
-0.2% -$1.53K 0.06% 96
2025
Q3 		$931K Buy
3,063
+164
+6% +$49.9K 0.06% 96
2025
Q2 		$847K Sell
2,899
-151
-5% -$46.6K 0.06% 95
2025
Q1 		$953K Buy
3,050
+630
+26% +$188K 0.08% 91
2024
Q4 		$702K Sell
2,420
-84
-3% -$25K 0.06% 98
2024
Q3 		$762K Buy
2,504
+35
+1% +$9.65K 0.07% 79
2024
Q2 		$629K Sell
2,469
-62
-2% -$16.4K 0.07% 73
2024
Q1 		$714K Sell
2,531
-348
-12% -$101K 0.08% 73
2023
Q4 		$854K Buy
2,879
+5
+0.2% +$1.36K 0.12% 62
2023
Q3 		$757K Sell
2,874
-400
-12% -$114K 0.12% 61
2023
Q2 		$977K Sell
3,274
-233
-7% -$67.7K 0.16% 58
2023
Q1 		$981K Sell
3,507
-206
-6% -$55.2K 0.17% 53
2022
Q4 		$978K Buy
3,713
+35
+1% +$9.23K 0.19% 57
2022
Q3 		$849K Buy
3,678
+71
+2% +$18.1K 0.19% 54
2022
Q2 		$890K Hold
3,607
– – 0.2% 55
2022
Q1 		$906K Buy
3,607
+39
+1% +$9.71K 0.2% 58
2021
Q4 		$956K Buy
+3,568
New +$901K 0.21% 55

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

GDS Wealth Management's MCD Position: Q1 2026 in Review

GDS Wealth Management increased its McDonald's (MCD) stake by 2.5% in Q1 2026, buying an estimated $24.5K and bringing the position to 3,135 shares worth $974K. The position accounts for 0.06% of the portfolio, ranked #90.

GDS Wealth Management first reported a position in MCD in Q4 2021 and has held it in 18 quarters since. The position peaked at $981K in Q1 2023. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • GDS Wealth Management held 3,135 shares of McDonald's worth $974K as of Q1 2026.
  • GDS Wealth Management bought 77 McDonald's shares in Q1 2026, an estimated $24.5K.
  • McDonald's made up 0.06% of GDS Wealth Management's portfolio in Q1 2026, its #90 holding.
  • GDS Wealth Management first reported a position in McDonald's in Q4 2021 and has held it in 18 quarters since.
  • GDS Wealth Management's McDonald's position peaked at $981K in Q1 2023.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on GDS Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.