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Impact Partnership Wealth’s McDonald's MCD Stock Holding History

Impact Partnership Wealth’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 		$308K Sell
990
-24
-2% -$7.65K 0.04% 270
2025
Q4 		$310K Buy
+1,014
New +$311K 0.04% 273
2024
Q2 		– Sell
-117
Closed -$33K – 490
2024
Q1 		$33K Sell
117
-15
-11% -$4.36K 0.01% 352
2023
Q4 		$39.2K Sell
132
-262
-66% -$71.3K 0.01% 360
2023
Q3 		$104K Buy
394
+326
+479% +$93K 0.03% 312
2023
Q2 		$20.3K Buy
+68
New +$19.8K 0.01% 337

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

Impact Partnership Wealth's MCD Position: Q1 2026 in Review

Impact Partnership Wealth reduced its McDonald's (MCD) stake by 2.4% in Q1 2026, selling an estimated $7.65K and leaving 990 shares worth $308K. The position accounts for 0.04% of the portfolio, ranked #270.

Impact Partnership Wealth first reported a position in MCD in Q2 2023 and has held it in 6 quarters since. The position peaked at $310K in Q4 2025. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Impact Partnership Wealth held 990 shares of McDonald's worth $308K as of Q1 2026.
  • Impact Partnership Wealth sold 24 McDonald's shares in Q1 2026, an estimated $7.65K.
  • McDonald's made up 0.04% of Impact Partnership Wealth's portfolio in Q1 2026, its #270 holding.
  • Impact Partnership Wealth first reported a position in McDonald's in Q2 2023 and has held it in 6 quarters since.
  • Impact Partnership Wealth's McDonald's position peaked at $310K in Q4 2025.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.