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

Jessup 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 		$326K Sell
1,048
-26
-2% -$8.28K 0.12% 64
2025
Q4 		$328K Buy
1,074
+4
+0.4% +$1.23K 0.11% 66
2025
Q3 		$325K Buy
1,070
+4
+0.4% +$1.22K 0.12% 63
2025
Q2 		$311K Buy
1,066
+5
+0.5% +$1.54K 0.12% 60
2025
Q1 		$332K Sell
1,061
-145
-12% -$43.4K 0.14% 58
2024
Q4 		$350K Buy
1,206
+2
+0.2% +$596 0.15% 52
2024
Q3 		$367K Sell
1,204
-49
-4% -$13.5K 0.17% 44
2024
Q2 		$319K Sell
1,253
-62
-5% -$16.4K 0.14% 48
2024
Q1 		$371K Buy
1,315
+5
+0.4% +$1.45K 0.16% 46
2023
Q4 		$389K Sell
1,310
-608
-32% -$165K 0.19% 40
2023
Q3 		$505K Buy
1,918
+10
+0.5% +$2.85K 0.29% 38
2023
Q2 		$569K Sell
1,908
-52
-3% -$15.1K 0.3% 40
2023
Q1 		$548K Buy
1,960
+99
+5% +$26.5K 0.32% 42
2022
Q4 		$490K Buy
+1,861
New +$491K 0.31% 45

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

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

Jessup Wealth Management reduced its McDonald's (MCD) stake by 2.4% in Q1 2026, selling an estimated $8.28K and leaving 1,048 shares worth $326K. The position accounts for 0.12% of the portfolio, ranked #64.

Jessup Wealth Management first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $569K in Q2 2023. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Jessup Wealth Management held 1,048 shares of McDonald's worth $326K as of Q1 2026.
  • Jessup Wealth Management sold 26 McDonald's shares in Q1 2026, an estimated $8.28K.
  • McDonald's made up 0.12% of Jessup Wealth Management's portfolio in Q1 2026, its #64 holding.
  • Jessup Wealth Management first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
  • Jessup Wealth Management's McDonald's position peaked at $569K in Q2 2023.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.