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

IMG 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 		$98.8K Buy
318
+15
+5% +$4.78K 0.06% 142
2025
Q4 		$92.6K Buy
303
+39
+15% +$11.9K 0.06% 136
2025
Q3 		$80.2K Hold
264
– – 0.05% 132
2025
Q2 		$77.1K Buy
264
+20
+8% +$6.17K 0.06% 131
2025
Q1 		$76.2K Hold
244
– – 0.07% 122
2024
Q4 		$70.7K Buy
+244
New +$72.8K 0.07% 124

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

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

IMG Wealth Management increased its McDonald's (MCD) stake by 5% in Q1 2026, buying an estimated $4.78K and bringing the position to 318 shares worth $98.8K. The position accounts for 0.06% of the portfolio, ranked #142.

IMG Wealth Management first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • IMG Wealth Management held 318 shares of McDonald's worth $98.8K as of Q1 2026.
  • IMG Wealth Management bought 15 McDonald's shares in Q1 2026, an estimated $4.78K.
  • McDonald's made up 0.06% of IMG Wealth Management's portfolio in Q1 2026, its #142 holding.
  • IMG Wealth Management first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.