International Private Wealth Advisors’s McDonald's MCD Stock Holding History

International Private Wealth Advisors’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	$461K	Buy	1,483 +113	+8%	+$36K	0.28%	78
2025 Q4	$419K	Sell	1,370 -96	-7%	-$29.4K	0.26%	80
2025 Q3	$446K	Sell	1,466 -139	-9%	-$42.3K	0.28%	77
2025 Q2	$469K	Sell	1,605 -63	-4%	-$19.4K	0.4%	62
2025 Q1	$521K	Buy	1,668 +53	+3%	+$15.9K	0.5%	47
2024 Q4	$468K	Buy	1,615 +51	+3%	+$15.2K	0.47%	52
2024 Q3	$476K	Sell	1,564 -65	-4%	-$17.9K	0.7%	31
2024 Q2	$415K	Sell	1,629 -14	-0.9%	-$3.71K	0.7%	35
2024 Q1	$463K	Buy	1,643 +212	+15%	+$61.7K	0.89%	26
2023 Q4	$424K	Buy	+1,431	New	+$389K	0.42%	42

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

International Private Wealth Advisors's MCD Position: Q1 2026 in Review

International Private Wealth Advisors increased its McDonald's (MCD) stake by 8.2% in Q1 2026, buying an estimated $36K and bringing the position to 1,483 shares worth $461K. The position accounts for 0.28% of the portfolio, ranked #78.

International Private Wealth Advisors first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. The position peaked at $521K in Q1 2025. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

International Private Wealth Advisors held 1,483 shares of McDonald's worth $461K as of Q1 2026.
International Private Wealth Advisors bought 113 McDonald's shares in Q1 2026, an estimated $36K.
McDonald's made up 0.28% of International Private Wealth Advisors's portfolio in Q1 2026, its #78 holding.
International Private Wealth Advisors first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
International Private Wealth Advisors's McDonald's position peaked at $521K in Q1 2025.
3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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