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Gibbs Wealth Management’s McDonald's MCD Stock Holding History

Gibbs 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 		$3.42M Buy
11,006
+7,883
+252% +$2.51M 0.45% 41
2025
Q4 		$960K Sell
3,123
-348
-10% -$107K 0.23% 97
2025
Q3 		$1.05M Sell
3,471
-317
-8% -$96.5K 0.24% 92
2025
Q2 		$1.11M Buy
3,788
+257
+7% +$79.2K 0.21% 109
2025
Q1 		$1.1M Buy
3,531
+302
+9% +$90.3K 0.27% 91
2024
Q4 		$936K Buy
3,229
+1,189
+58% +$355K 0.25% 89
2024
Q3 		$621K Buy
2,040
+91
+5% +$25.1K 0.2% 110
2024
Q2 		$497K Sell
1,949
-42
-2% -$11.1K 0.2% 118
2024
Q1 		$561K Buy
+1,991
New +$579K 0.32% 78

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Gibbs Wealth Management increased its McDonald's (MCD) stake by 252% in Q1 2026, buying an estimated $2.51M and bringing the position to 11,006 shares worth $3.42M. The position accounts for 0.45% of the portfolio, ranked #41.

Gibbs Wealth Management first reported a position in MCD in Q1 2024 and has held it in 9 quarters since. 3,604 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Gibbs Wealth Management held 11,006 shares of McDonald's worth $3.42M as of Q1 2026.
  • Gibbs Wealth Management bought 7,883 McDonald's shares in Q1 2026, an estimated $2.51M.
  • McDonald's made up 0.45% of Gibbs Wealth Management's portfolio in Q1 2026, its #41 holding.
  • Gibbs Wealth Management first reported a position in McDonald's in Q1 2024 and has held it in 9 quarters since.
  • 3,604 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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