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

JPL 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 		$126K Buy
+404
New +$129K 0.03% 142
2025
Q4 		– Sell
-448
Closed -$136K – 701
2025
Q3 		$136K Buy
+448
New +$136K 0.03% 149

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

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

JPL Wealth Management opened a new position in McDonald's (MCD) in Q1 2026: 404 shares worth $126K. The stake represents 0.03% of the portfolio and ranks #142 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in MCD as recently as Q3 2025.

JPL Wealth Management first reported a position in MCD in Q3 2025 and has held it in 2 quarters since. The position peaked at $136K in Q3 2025. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • JPL Wealth Management held 404 shares of McDonald's worth $126K as of Q1 2026.
  • McDonald's was a new JPL Wealth Management position in Q1 2026.
  • McDonald's made up 0.03% of JPL Wealth Management's portfolio in Q1 2026, its #142 holding.
  • JPL Wealth Management first reported a position in McDonald's in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's McDonald's position peaked at $136K in Q3 2025.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.