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IAG Wealth Partners’s McDonald's MCD Stock Holding History

IAG Wealth Partners’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 		$187K Buy
602
+53
+10% +$16.9K 0.02% 123
2025
Q4 		$168K Buy
549
+2
+0.4% +$613 0.02% 125
2025
Q3 		$166K Buy
547
+1
+0.2% +$304 0.02% 128
2025
Q2 		$160K Buy
546
+1
+0.2% +$308 0.02% 123
2025
Q1 		$170K Buy
545
+150
+38% +$44.9K 0.03% 113
2024
Q4 		$115K Hold
395
– – 0.02% 125
2024
Q3 		$120K Sell
395
-19
-5% -$5.24K 0.02% 116
2024
Q2 		$106K Sell
414
-413
-50% -$110K 0.02% 118
2024
Q1 		$233K Buy
827
+413
+100% +$120K 0.05% 87
2023
Q4 		$123K Sell
414
-122
-23% -$33.2K 0.03% 101
2023
Q3 		$141K Buy
536
+177
+49% +$50.5K 0.04% 93
2023
Q2 		$107K Hold
359
– – 0.03% 111
2023
Q1 		$100K Sell
359
-16
-4% -$4.29K 0.03% 104
2022
Q4 		$98.8K Buy
375
+75
+25% +$19.8K 0.03% 98
2022
Q3 		$69K Hold
300
– – 0.02% 102
2022
Q2 		$74K Sell
300
-19
-6% -$4.68K 0.02% 102
2022
Q1 		$79K Buy
319
+19
+6% +$4.73K 0.02% 106
2021
Q4 		$80K Hold
300
– – 0.03% 103
2021
Q3 		$73K Hold
300
– – 0.03% 100
2021
Q2 		$70K Hold
300
– – 0.03% 98
2021
Q1 		$68K Hold
300
– – 0.03% 92
2020
Q4 		$65K Hold
300
– – 0.03% 95
2020
Q3 		$66K Hold
300
– – 0.03% 90
2020
Q2 		$56K Hold
300
– – 0.03% 99
2020
Q1 		$50K Hold
300
– – 0.03% 96
2019
Q4 		$60K Buy
+300
New +$59.5K 0.04% 93

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 $137B AUM 18.02% 1-Year Est. Return

IAG Wealth Partners's MCD Position: Q1 2026 in Review

IAG Wealth Partners increased its McDonald's (MCD) stake by 9.7% in Q1 2026, buying an estimated $16.9K and bringing the position to 602 shares worth $187K. The position accounts for 0.02% of the portfolio, ranked #123.

IAG Wealth Partners first reported a position in MCD in Q4 2019 and has held it in 26 quarters since. The position peaked at $233K in Q1 2024. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • IAG Wealth Partners held 602 shares of McDonald's worth $187K as of Q1 2026.
  • IAG Wealth Partners bought 53 McDonald's shares in Q1 2026, an estimated $16.9K.
  • McDonald's made up 0.02% of IAG Wealth Partners's portfolio in Q1 2026, its #123 holding.
  • IAG Wealth Partners first reported a position in McDonald's in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's McDonald's position peaked at $233K in Q1 2024.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.