High Note Wealth’s McDonald's MCD Stock Holding History

High Note 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	$313K	Buy	1,008 +24	+2%	+$7.65K	0.06%	95
2025 Q4	$301K	Buy	984 +49	+5%	+$15K	0.06%	93
2025 Q3	$284K	Buy	935 +2	+0.2%	+$609	0.06%	95
2025 Q2	$272K	Sell	933 -14	-1%	-$4.32K	0.06%	95
2025 Q1	$296K	Sell	947 -2	-0.2%	-$598	0.07%	85
2024 Q4	$275K	Sell	949 -77	-8%	-$23K	0.07%	88
2024 Q3	$313K	Sell	1,026 -12,705	-93%	-$3.5M	0.09%	83
2024 Q2	$3.5M	Buy	13,731 +775	+6%	+$206K	1.07%	26
2024 Q1	$3.65M	Buy	12,956 +510	+4%	+$148K	1.19%	24
2023 Q4	$3.69M	Sell	12,446 -100	-0.8%	-$27.2K	1.39%	23
2023 Q3	$3.31M	Buy	12,546 +9	+0.1%	+$2.57K	1.37%	23
2023 Q2	$3.74M	Sell	12,537 -740	-6%	-$215K	1.52%	21
2023 Q1	$3.71M	Hold	13,277	–	–	1.53%	21
2022 Q4	$3.5M	Buy	13,277 +19	+0.1%	+$5.01K	1.47%	21
2022 Q3	$3.52M	Buy	13,258 +208	+2%	+$53.2K	1.4%	22
2022 Q2	$3.22M	Buy	13,050 +656	+5%	+$162K	1.26%	23
2022 Q1	$3.06M	Sell	12,394 -694	-5%	-$173K	1.08%	28
2021 Q4	$3.51M	Buy	13,088 +417	+3%	+$105K	1.18%	32
2021 Q3	$3.06M	Buy	12,671 +481	+4%	+$115K	1.1%	31
2021 Q2	$2.81M	Buy	12,190 +91	+0.8%	+$21.2K	1.02%	35
2021 Q1	$2.71M	Buy	12,099 +221	+2%	+$47.3K	1.05%	33
2020 Q4	$2.55M	Buy	+11,878	New	+$2.58M	1.08%	32

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Note Wealth's MCD Position: Q1 2026 in Review

High Note Wealth increased its McDonald's (MCD) stake by 2.4% in Q1 2026, buying an estimated $7.65K and bringing the position to 1,008 shares worth $313K. The position accounts for 0.06% of the portfolio, ranked #95.

High Note Wealth first reported a position in MCD in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.74M in Q2 2023. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

High Note Wealth held 1,008 shares of McDonald's worth $313K as of Q1 2026.
High Note Wealth bought 24 McDonald's shares in Q1 2026, an estimated $7.65K.
McDonald's made up 0.06% of High Note Wealth's portfolio in Q1 2026, its #95 holding.
High Note Wealth first reported a position in McDonald's in Q4 2020 and has held it in 22 quarters since.
High Note Wealth's McDonald's position peaked at $3.74M in Q2 2023.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.