HWM
MCD icon

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

Horizon 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 		$611K Buy
1,967
+164
+9% +$52.2K 0.09% 75
2025
Q4 		$551K Buy
1,803
+16
+0.9% +$4.9K 0.09% 71
2025
Q3 		$543K Sell
1,787
-793
-31% -$241K 0.08% 71
2025
Q2 		$754K Sell
2,580
-27
-1% -$8.32K 0.13% 42
2025
Q1 		$814K Sell
2,607
-12
-0.5% -$3.59K 0.14% 36
2024
Q4 		$759K Buy
2,619
+7
+0.3% +$2.09K 0.13% 39
2024
Q3 		$795K Buy
2,612
+3
+0.1% +$827 0.16% 38
2024
Q2 		$665K Sell
2,609
-1,142
-30% -$303K 0.16% 33
2024
Q1 		$1.06M Buy
3,751
+1,343
+56% +$391K 0.28% 28
2023
Q4 		$714K Buy
2,408
+114
+5% +$31K 0.2% 33
2023
Q3 		$604K Sell
2,294
-15
-0.6% -$4.28K 0.24% 31
2023
Q2 		$689K Buy
2,309
+63
+3% +$18.3K 0.27% 29
2023
Q1 		$628K Buy
2,246
+6
+0.3% +$1.61K 0.47% 28
2022
Q4 		$590K Sell
2,240
-21
-0.9% -$5.54K 0.48% 25
2022
Q3 		$522K Sell
2,261
-384
-15% -$98.1K 0.38% 27
2022
Q2 		$653K Sell
2,645
-51
-2% -$12.6K 0.27% 44
2022
Q1 		$667K Sell
2,696
-52
-2% -$13K 0.21% 46
2021
Q4 		$737K Buy
+2,748
New +$694K 0.21% 47

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

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

Horizon Wealth Management increased its McDonald's (MCD) stake by 9.1% in Q1 2026, buying an estimated $52.2K and bringing the position to 1,967 shares worth $611K. The position accounts for 0.09% of the portfolio, ranked #75.

Horizon Wealth Management first reported a position in MCD in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.06M in Q1 2024. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Horizon Wealth Management held 1,967 shares of McDonald's worth $611K as of Q1 2026.
  • Horizon Wealth Management bought 164 McDonald's shares in Q1 2026, an estimated $52.2K.
  • McDonald's made up 0.09% of Horizon Wealth Management's portfolio in Q1 2026, its #75 holding.
  • Horizon Wealth Management first reported a position in McDonald's in Q4 2021 and has held it in 18 quarters since.
  • Horizon Wealth Management's McDonald's position peaked at $1.06M in Q1 2024.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.