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Integrated Wealth Management (Ohio)’s McDonald's MCD Stock Holding History

Integrated Wealth Management (Ohio)’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
-668
Closed -$204K – 101
2025
Q4 		$204K Buy
+668
New +$205K 0.23% 90

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Integrated Wealth Management (Ohio)'s MCD Position: Q1 2026 in Review

Integrated Wealth Management (Ohio) sold out of McDonald's (MCD) in Q1 2026, closing a stake of 668 shares — an estimated $204K sold.

Integrated Wealth Management (Ohio) first reported a position in MCD in Q4 2025 and held it in 1 quarter. The position peaked at $204K in Q4 2025. 3,587 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Integrated Wealth Management (Ohio) reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
  • Integrated Wealth Management (Ohio) sold 668 McDonald's shares in Q1 2026, an estimated $204K.
  • Integrated Wealth Management (Ohio) first reported a position in McDonald's in Q4 2025 and held it in 1 quarter.
  • Integrated Wealth Management (Ohio)'s McDonald's position peaked at $204K in Q4 2025.
  • 3,587 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 23 Apr 2026.