Instrumental Wealth’s McDonald's MCD Stock Holding History

Instrumental 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	–	Sell	-613	Closed	-$205K	–	75
2025 Q4	$205K	Buy	+613	New	+$188K	0.12%	69

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Instrumental Wealth's MCD Position: Q1 2026 in Review

Instrumental Wealth sold out of McDonald's (MCD) in Q1 2026, closing a stake of 613 shares — an estimated $205K sold.

Instrumental Wealth first reported a position in MCD in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Instrumental Wealth reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
Instrumental Wealth sold 613 McDonald's shares in Q1 2026, an estimated $205K.
Instrumental Wealth first reported a position in McDonald's in Q4 2025 and held it in 1 quarter.
Instrumental Wealth's McDonald's position peaked at $205K in Q4 2025.
3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Instrumental Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.