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Gentry Private Wealth’s McDonald's MCD Stock Holding History

Gentry Private 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 		$488K Sell
1,570
-128
-8% -$40.8K 0.29% 52
2025
Q4 		$519K Sell
1,698
-242
-12% -$74.1K 0.33% 43
2025
Q3 		$590K Buy
1,940
+22
+1% +$6.7K 0.41% 38
2025
Q2 		$560K Buy
1,918
+14
+0.7% +$4.32K 0.43% 37
2025
Q1 		$595K Buy
+1,904
New +$569K 0.49% 32
2024
Q4 		– Sell
-1,585
Closed -$483K – 59
2024
Q3 		$483K Sell
1,585
-15
-0.9% -$4.13K 0.39% 42
2024
Q2 		$408K Buy
+1,600
New +$424K 0.36% 45

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

Gentry Private Wealth's MCD Position: Q1 2026 in Review

Gentry Private Wealth reduced its McDonald's (MCD) stake by 7.5% in Q1 2026, selling an estimated $40.8K and leaving 1,570 shares worth $488K. The position accounts for 0.29% of the portfolio, ranked #52.

Gentry Private Wealth first reported a position in MCD in Q2 2024 and has held it in 7 quarters since. The position peaked at $595K in Q1 2025. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Gentry Private Wealth held 1,570 shares of McDonald's worth $488K as of Q1 2026.
  • Gentry Private Wealth sold 128 McDonald's shares in Q1 2026, an estimated $40.8K.
  • McDonald's made up 0.29% of Gentry Private Wealth's portfolio in Q1 2026, its #52 holding.
  • Gentry Private Wealth first reported a position in McDonald's in Q2 2024 and has held it in 7 quarters since.
  • Gentry Private Wealth's McDonald's position peaked at $595K in Q1 2025.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Gentry Private Wealth's 13F filing for Q1 2026, filed 5 May 2026.