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Jeppson Wealth Management’s McDonald's MCD Stock Holding History

Jeppson 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 		$929K Sell
2,989
-100
-3% -$31.9K 0.29% 81
2025
Q4 		$944K Sell
3,089
-75
-2% -$23K 0.3% 79
2025
Q3 		$962K Buy
3,164
+75
+2% +$22.8K 0.31% 78
2025
Q2 		$903K Sell
3,089
-1
-0% -$308 0.31% 80
2025
Q1 		$965K Sell
3,090
-218
-7% -$65.2K 0.35% 74
2024
Q4 		$959K Buy
3,308
+101
+3% +$30.1K 0.35% 74
2024
Q3 		$977K Sell
3,207
-132
-4% -$36.4K 0.35% 73
2024
Q2 		$851K Buy
3,339
+67
+2% +$17.8K 0.32% 76
2024
Q1 		$923K Sell
3,272
-300
-8% -$87.2K 0.36% 73
2023
Q4 		$1.06M Sell
3,572
-20
-0.6% -$5.44K 0.44% 66
2023
Q3 		$946K Buy
3,592
+13
+0.4% +$3.71K 0.43% 61
2023
Q2 		$1.07M Sell
3,579
-110
-3% -$32K 0.46% 56
2023
Q1 		$1.03M Sell
3,689
-127
-3% -$34K 0.45% 60
2022
Q4 		$1.01M Sell
3,816
-50
-1% -$13.2K 0.42% 55
2022
Q3 		$892K Buy
3,866
+127
+3% +$32.5K 0.4% 60
2022
Q2 		$923K Buy
3,739
+1,585
+74% +$390K 0.4% 60
2022
Q1 		$532K Hold
2,154
– – 0.25% 91
2021
Q4 		$577K Buy
2,154
+1
+0% +$252 0.28% 80
2021
Q3 		$519K Hold
2,153
– – 0.27% 84
2021
Q2 		$497K Buy
2,153
+150
+7% +$34.9K 0.27% 83
2021
Q1 		$448K Buy
2,003
+159
+9% +$34K 0.27% 86
2020
Q4 		$396K Sell
1,844
-138
-7% -$30K 0.26% 88
2020
Q3 		$435K Buy
+1,982
New +$407K 0.34% 72

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

Jeppson Wealth Management's MCD Position: Q1 2026 in Review

Jeppson Wealth Management reduced its McDonald's (MCD) stake by 3.2% in Q1 2026, selling an estimated $31.9K and leaving 2,989 shares worth $929K. The position accounts for 0.29% of the portfolio, ranked #81.

Jeppson Wealth Management first reported a position in MCD in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.07M in Q2 2023. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Jeppson Wealth Management held 2,989 shares of McDonald's worth $929K as of Q1 2026.
  • Jeppson Wealth Management sold 100 McDonald's shares in Q1 2026, an estimated $31.9K.
  • McDonald's made up 0.29% of Jeppson Wealth Management's portfolio in Q1 2026, its #81 holding.
  • Jeppson Wealth Management first reported a position in McDonald's in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's McDonald's position peaked at $1.07M in Q2 2023.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.