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IBEX Wealth Advisors’s McDonald's MCD Stock Holding History

IBEX Wealth Advisors’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 		$835K Buy
+2,686
New +$856K 0.08% 126
2025
Q4 		– Sell
-2,658
Closed -$808K – 167
2025
Q3 		$808K Sell
2,658
-86
-3% -$26.2K 0.08% 132
2025
Q2 		$802K Buy
+2,744
New +$846K 0.09% 123
2025
Q1 		– Sell
-2,628
Closed -$762K – 175
2024
Q4 		$762K Sell
2,628
-10,252
-80% -$3.06M 0.09% 128
2024
Q3 		$666K Buy
12,880
+12,469
+3,034% +$3.44M 0.18% 66
2024
Q2 		$105K Sell
411
-4,096
-91% -$1.09M 0.02% 146
2024
Q1 		$1.19M Buy
+4,507
New +$1.31M 0.32% 66
2023
Q1 		– Sell
-4,507
Closed -$1.19M – 132
2022
Q4 		$1.19M Buy
4,507
+236
+6% +$62.3K 0.27% 87
2022
Q3 		$986K Buy
+4,271
New +$1.09M 0.26% 84
2021
Q4 		– Sell
-394
Closed -$95K – 329
2021
Q3 		$95K Buy
+394
New +$94K 0.02% 228
2019
Q3 		– Sell
-88
Closed -$18K – 261
2019
Q2 		$18K Buy
+88
New +$17.4K 0.01% 287
2017
Q1 		– Sell
-292
Closed -$36K – 251
2016
Q4 		$36K Buy
+292
New +$34.2K 0.02% 188

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

IBEX Wealth Advisors's MCD Position: Q1 2026 in Review

IBEX Wealth Advisors opened a new position in McDonald's (MCD) in Q1 2026: 2,686 shares worth $835K. The stake represents 0.08% of the portfolio and ranks #126 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in MCD as recently as Q3 2025.

IBEX Wealth Advisors first reported a position in MCD in Q4 2016 and has held it in 12 quarters since. The position peaked at $1.19M in Q1 2024. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • IBEX Wealth Advisors held 2,686 shares of McDonald's worth $835K as of Q1 2026.
  • McDonald's was a new IBEX Wealth Advisors position in Q1 2026.
  • McDonald's made up 0.08% of IBEX Wealth Advisors's portfolio in Q1 2026, its #126 holding.
  • IBEX Wealth Advisors first reported a position in McDonald's in Q4 2016 and has held it in 12 quarters since.
  • IBEX Wealth Advisors's McDonald's position peaked at $1.19M in Q1 2024.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.