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Journey Strategic Wealth’s McDonald's MCD Stock Holding History

Journey Strategic Wealth’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 		$4.43M Buy
14,246
+2,616
+22% +$833K 0.11% 55
2025
Q4 		$3.55M Sell
11,630
-1,394
-11% -$427K 0.09% 62
2025
Q3 		$3.96M Buy
13,024
+529
+4% +$161K 0.11% 61
2025
Q2 		$3.65M Buy
12,495
+3,604
+41% +$1.11M 0.12% 62
2025
Q1 		$2.78M Buy
8,891
+2,969
+50% +$888K 0.1% 64
2024
Q4 		$1.72M Buy
5,922
+1,332
+29% +$397K 0.06% 84
2024
Q3 		$1.4M Buy
4,590
+1,407
+44% +$388K 0.05% 98
2024
Q2 		$811K Buy
3,183
+984
+45% +$261K 0.03% 110
2024
Q1 		$620K Buy
2,199
+362
+20% +$105K 0.03% 112
2023
Q4 		$545K Buy
1,837
+923
+101% +$251K 0.03% 99
2023
Q3 		$241K Sell
914
-1,344
-60% -$383K 0.01% 147
2023
Q2 		$674K Sell
2,258
-573
-20% -$166K 0.03% 75
2023
Q1 		$791K Buy
2,831
+330
+13% +$88.4K 0.08% 69
2022
Q4 		$659K Buy
2,501
+240
+11% +$63.3K 0.08% 79
2022
Q3 		$521K Buy
+2,261
New +$578K 0.07% 64
2022
Q2 		– Sell
-1,846
Closed -$457K – 175
2022
Q1 		$457K Buy
1,846
+95
+5% +$23.7K 0.05% 58
2021
Q4 		$469K Buy
+1,751
New +$442K 0.05% 76

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

Journey Strategic Wealth's MCD Position: Q1 2026 in Review

Journey Strategic Wealth increased its McDonald's (MCD) stake by 22% in Q1 2026, buying an estimated $833K and bringing the position to 14,246 shares worth $4.43M. The position accounts for 0.11% of the portfolio, ranked #55.

Journey Strategic Wealth first reported a position in MCD in Q4 2021 and has held it in 17 quarters since. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Journey Strategic Wealth held 14,246 shares of McDonald's worth $4.43M as of Q1 2026.
  • Journey Strategic Wealth bought 2,616 McDonald's shares in Q1 2026, an estimated $833K.
  • McDonald's made up 0.11% of Journey Strategic Wealth's portfolio in Q1 2026, its #55 holding.
  • Journey Strategic Wealth first reported a position in McDonald's in Q4 2021 and has held it in 17 quarters since.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.