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Independent Solutions Wealth Management’s McDonald's MCD Stock Holding History

Independent Solutions 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 		$3.39M Buy
10,902
+615
+6% +$196K 0.5% 56
2025
Q4 		$3.14M Buy
10,287
+121
+1% +$37.1K 0.58% 56
2025
Q3 		$3.09M Buy
10,166
+623
+7% +$190K 0.55% 58
2025
Q2 		$2.79M Buy
9,543
+416
+5% +$128K 0.54% 57
2025
Q1 		$2.85M Buy
9,127
+96
+1% +$28.7K 0.64% 49
2024
Q4 		$2.62M Buy
9,031
+92
+1% +$27.4K 0.57% 53
2024
Q3 		$2.72M Buy
8,939
+1,081
+14% +$298K 0.62% 47
2024
Q2 		$2M Buy
7,858
+2,966
+61% +$787K 0.46% 69
2024
Q1 		$1.38M Buy
4,892
+349
+8% +$101K 0.33% 85
2023
Q4 		$1.35M Buy
4,543
+2,610
+135% +$710K 0.35% 80
2023
Q3 		$509K Sell
1,933
-266
-12% -$75.9K 0.13% 129
2023
Q2 		$656K Sell
2,199
-86
-4% -$25K 0.17% 113
2023
Q1 		$639K Sell
2,285
-512
-18% -$137K 0.19% 105
2022
Q4 		$737K Sell
2,797
-136
-5% -$35.9K 0.22% 99
2022
Q3 		$677K Buy
2,933
+317
+12% +$81K 0.22% 94
2022
Q2 		$646K Buy
2,616
+719
+38% +$177K 0.2% 98
2022
Q1 		$469K Sell
1,897
-184
-9% -$45.8K 0.11% 140
2021
Q4 		$558K Buy
2,081
+150
+8% +$37.9K 0.13% 130
2021
Q3 		$466K Sell
1,931
-361
-16% -$86.2K 0.12% 138
2021
Q2 		$529K Buy
+2,292
New +$533K 0.13% 132
2020
Q1 		– Sell
-1,301
Closed -$257K – 138
2019
Q4 		$257K Buy
+1,301
New +$258K 0.11% 137

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

Independent Solutions Wealth Management's MCD Position: Q1 2026 in Review

Independent Solutions Wealth Management increased its McDonald's (MCD) stake by 6% in Q1 2026, buying an estimated $196K and bringing the position to 10,902 shares worth $3.39M. The position accounts for 0.5% of the portfolio, ranked #56.

Independent Solutions Wealth Management first reported a position in MCD in Q4 2019 and has held it in 21 quarters since. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Independent Solutions Wealth Management held 10,902 shares of McDonald's worth $3.39M as of Q1 2026.
  • Independent Solutions Wealth Management bought 615 McDonald's shares in Q1 2026, an estimated $196K.
  • McDonald's made up 0.5% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #56 holding.
  • Independent Solutions Wealth Management first reported a position in McDonald's in Q4 2019 and has held it in 21 quarters since.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.