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High Net Worth Advisory Group’s McDonald's MCD Stock Holding History

High Net Worth Advisory Group’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 		$497K Hold
1,598
– – 0.12% 146
2025
Q4 		$489K Sell
1,598
-165
-9% -$50.5K 0.11% 143
2025
Q3 		$536K Sell
1,763
-33
-2% -$10K 0.13% 132
2025
Q2 		$525K Hold
1,796
– – 0.14% 126
2025
Q1 		$561K Hold
1,796
– – 0.16% 119
2024
Q4 		$521K Sell
1,796
-41
-2% -$12.2K 0.15% 125
2024
Q3 		$559K Sell
1,837
-35
-2% -$9.65K 0.15% 120
2024
Q2 		$477K Buy
1,872
+1
+0.1% +$265 0.14% 120
2024
Q1 		$528K Buy
1,871
+241
+15% +$70.1K 0.17% 115
2023
Q4 		$484K Hold
1,630
– – 0.18% 112
2023
Q3 		$430K Hold
1,630
– – 0.17% 116
2023
Q2 		$487K Sell
1,630
-808
-33% -$235K 0.19% 113
2023
Q1 		$682K Sell
2,438
-400
-14% -$107K 0.28% 89
2022
Q4 		$748K Sell
2,838
-436
-13% -$115K 0.29% 87
2022
Q3 		$755K Hold
3,274
– – 0.32% 74
2022
Q2 		$808K Sell
3,274
-1,421
-30% -$350K 0.34% 71
2022
Q1 		$1.16M Sell
4,695
-75
-2% -$18.7K 0.42% 56
2021
Q4 		$1.28M Buy
+4,770
New +$1.2M 0.45% 56

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

High Net Worth Advisory Group's MCD Position: Q1 2026 in Review

High Net Worth Advisory Group held its McDonald's (MCD) position steady in Q1 2026 at 1,598 shares worth $497K. The position accounts for 0.12% of the portfolio, ranked #146.

High Net Worth Advisory Group first reported a position in MCD in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.28M in Q4 2021. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • High Net Worth Advisory Group held 1,598 shares of McDonald's worth $497K as of Q1 2026.
  • High Net Worth Advisory Group left its McDonald's share count unchanged in Q1 2026.
  • McDonald's made up 0.12% of High Net Worth Advisory Group's portfolio in Q1 2026, its #146 holding.
  • High Net Worth Advisory Group first reported a position in McDonald's in Q4 2021 and has held it in 18 quarters since.
  • High Net Worth Advisory Group's McDonald's position peaked at $1.28M in Q4 2021.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.