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

Horizons 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	$4.04K	Hold	13	–	–	﹤0.01%	155
2025 Q4	$3.97K	Hold	13	–	–	﹤0.01%	156
2025 Q3	$3.95K	Sell	13 -15	-54%	-$4.57K	﹤0.01%	155
2025 Q2	$8.18K	Hold	28	–	–	0.01%	147
2025 Q1	$8.75K	Hold	28	–	–	0.01%	144
2024 Q4	$8.12K	Hold	28	–	–	0.01%	140
2024 Q3	$8.53K	Hold	28	–	–	0.01%	142
2024 Q2	$7.2K	Hold	28	–	–	0.01%	145
2024 Q1	$8.3K	Hold	28	–	–	0.01%	138
2023 Q4	$8.3K	Hold	28	–	–	0.01%	138
2023 Q3	$7.38K	Hold	28	–	–	0.01%	143
2023 Q2	$8.36K	Buy	28 +13	+87%	+$3.78K	0.01%	157
2023 Q1	$4.19K	Hold	15	–	–	﹤0.01%	146
2022 Q4	$4K	Hold	15	–	–	﹤0.01%	150
2022 Q3	$3K	Hold	15	–	–	﹤0.01%	148
2022 Q2	$4K	Buy	+15	New	+$3.69K	﹤0.01%	147

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

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

Horizons Wealth Management held its McDonald's (MCD) position steady in Q1 2026 at 13 shares worth $4.04K. The position accounts for ﹤0.01% of the portfolio, ranked #155.

Horizons Wealth Management first reported a position in MCD in Q2 2022 and has held it in 16 quarters since. The position peaked at $8.75K in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Horizons Wealth Management held 13 shares of McDonald's worth $4.04K as of Q1 2026.
Horizons Wealth Management left its McDonald's share count unchanged in Q1 2026.
McDonald's made up ﹤0.01% of Horizons Wealth Management's portfolio in Q1 2026, its #155 holding.
Horizons Wealth Management first reported a position in McDonald's in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's McDonald's position peaked at $8.75K in Q1 2025.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.