GSWA
MCD icon

Good Steward Wealth Advisors’s McDonald's MCD Stock Holding History

Good Steward Wealth Advisors’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 		$207K Sell
666
-93
-12% -$29.6K 0.13% 65
2025
Q4 		$232K Sell
759
-164
-18% -$50.2K 0.15% 64
2025
Q3 		$280K Sell
923
-6
-0.6% -$1.83K 0.19% 66
2025
Q2 		$271K Sell
929
-329
-26% -$101K 0.21% 74
2025
Q1 		$393K Buy
+1,258
New +$376K 0.36% 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 $147M AUM 25.76% 1-Year Est. Return

Good Steward Wealth Advisors's MCD Position: Q1 2026 in Review

Good Steward Wealth Advisors reduced its McDonald's (MCD) stake by 12% in Q1 2026, selling an estimated $29.6K and leaving 666 shares worth $207K. The position accounts for 0.13% of the portfolio, ranked #65.

Good Steward Wealth Advisors first reported a position in MCD in Q1 2025 and has held it in 5 quarters since. The position peaked at $393K in Q1 2025. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Good Steward Wealth Advisors held 666 shares of McDonald's worth $207K as of Q1 2026.
  • Good Steward Wealth Advisors sold 93 McDonald's shares in Q1 2026, an estimated $29.6K.
  • McDonald's made up 0.13% of Good Steward Wealth Advisors's portfolio in Q1 2026, its #65 holding.
  • Good Steward Wealth Advisors first reported a position in McDonald's in Q1 2025 and has held it in 5 quarters since.
  • Good Steward Wealth Advisors's McDonald's position peaked at $393K in Q1 2025.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Good Steward Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.