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

HighMark 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	$24.2K	Sell	78 -3	-4%	-$956	0.01%	215
2025 Q4	$24.7K	Sell	81 -7	-8%	-$2.14K	0.01%	226
2025 Q3	$26.8K	Hold	88	–	–	0.01%	210
2025 Q2	$25.8K	Sell	88 -47	-35%	-$14.5K	0.01%	210
2025 Q1	$41.9K	Buy	135 +49	+57%	+$14.7K	0.02%	139
2024 Q4	$25K	Buy	86 +2	+2%	+$596	0.01%	178
2024 Q3	$25.7K	Buy	84 +29	+53%	+$7.99K	0.01%	182
2024 Q2	$14.1K	Hold	55	–	–	0.01%	233
2024 Q1	$15.6K	Hold	55	–	–	0.01%	226
2023 Q4	$16.4K	Hold	55	–	–	0.01%	211
2023 Q3	$14.6K	Hold	55	–	–	0.01%	214
2023 Q2	$16.5K	Hold	55	–	–	0.01%	199
2023 Q1	$15.4K	Hold	55	–	–	0.01%	236
2022 Q4	$14.6K	Hold	55	–	–	0.01%	203
2022 Q3	$13K	Hold	55	–	–	0.01%	204
2022 Q2	$14K	Hold	55	–	–	0.01%	205
2022 Q1	$14K	Buy	55 +1	+2%	+$249	0.01%	215
2021 Q4	$15K	Hold	54	–	–	0.01%	210
2021 Q3	$13K	Hold	54	–	–	0.01%	225
2021 Q2	$12K	Hold	54	–	–	0.01%	237
2021 Q1	$12K	Hold	54	–	–	0.01%	210
2020 Q4	$11K	Buy	54 +1	+2%	+$217	0.01%	216
2020 Q3	$12K	Hold	53	–	–	0.01%	201
2020 Q2	$10K	Hold	53	–	–	0.01%	198
2020 Q1	$8K	Buy	53 +1	+2%	+$197	0.01%	170
2019 Q4	$10K	Buy	+52	New	+$10.3K	0.01%	210

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

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

HighMark Wealth Management reduced its McDonald's (MCD) stake by 3.7% in Q1 2026, selling an estimated $956 and leaving 78 shares worth $24.2K. The position accounts for 0.01% of the portfolio, ranked #215.

HighMark Wealth Management first reported a position in MCD in Q4 2019 and has held it in 26 quarters since. The position peaked at $41.9K in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

HighMark Wealth Management held 78 shares of McDonald's worth $24.2K as of Q1 2026.
HighMark Wealth Management sold 3 McDonald's shares in Q1 2026, an estimated $956.
McDonald's made up 0.01% of HighMark Wealth Management's portfolio in Q1 2026, its #215 holding.
HighMark Wealth Management first reported a position in McDonald's in Q4 2019 and has held it in 26 quarters since.
HighMark Wealth Management's McDonald's position peaked at $41.9K in Q1 2025.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.