Joel Adams & Associates’s McDonald's MCD Stock Holding History

Joel Adams & Associates’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	$266K	Sell	855 -18	-2%	-$5.73K	0.2%	58
2025 Q4	$267K	Sell	873 -20	-2%	-$6.13K	0.2%	57
2025 Q3	$271K	Hold	893	–	–	0.22%	58
2025 Q2	$261K	Sell	893 -40	-4%	-$12.3K	0.23%	51
2025 Q1	$291K	Buy	933 +243	+35%	+$72.7K	0.26%	46
2024 Q4	$200K	Buy	+690	New	+$206K	0.18%	57

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

Joel Adams & Associates's MCD Position: Q1 2026 in Review

Joel Adams & Associates reduced its McDonald's (MCD) stake by 2.1% in Q1 2026, selling an estimated $5.73K and leaving 855 shares worth $266K. The position accounts for 0.2% of the portfolio, ranked #58.

Joel Adams & Associates first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. The position peaked at $291K in Q1 2025. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Joel Adams & Associates held 855 shares of McDonald's worth $266K as of Q1 2026.
Joel Adams & Associates sold 18 McDonald's shares in Q1 2026, an estimated $5.73K.
McDonald's made up 0.2% of Joel Adams & Associates's portfolio in Q1 2026, its #58 holding.
Joel Adams & Associates first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
Joel Adams & Associates's McDonald's position peaked at $291K in Q1 2025.
3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Joel Adams & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.