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HORAN Wealth’s McDonald's MCD Stock Holding History

HORAN 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 		$930K Buy
3,026
+1,358
+81% +$433K 0.09% 105
2025
Q4 		$510K Buy
1,668
+62
+4% +$19K 0.08% 119
2025
Q3 		$488K Buy
1,606
+902
+128% +$275K 0.08% 134
2025
Q2 		$206K Buy
+704
New +$217K 0.06% 118

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

HORAN Wealth's MCD Position: Q1 2026 in Review

HORAN Wealth increased its McDonald's (MCD) stake by 81% in Q1 2026, buying an estimated $433K and bringing the position to 3,026 shares worth $930K. The position accounts for 0.09% of the portfolio, ranked #105.

HORAN Wealth first reported a position in MCD in Q2 2025 and has held it in 4 quarters since. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • HORAN Wealth held 3,026 shares of McDonald's worth $930K as of Q1 2026.
  • HORAN Wealth bought 1,358 McDonald's shares in Q1 2026, an estimated $433K.
  • McDonald's made up 0.09% of HORAN Wealth's portfolio in Q1 2026, its #105 holding.
  • HORAN Wealth first reported a position in McDonald's in Q2 2025 and has held it in 4 quarters since.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.