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

Jupiter 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	$827K	Buy	3,000 +1,000	+50%	+$319K	0.33%	57
2025 Q4	$664K	Hold	2,000	–	–	0.3%	54
2025 Q3	$608K	Hold	2,000	–	–	0.29%	55
2025 Q2	$610K	Hold	2,000	–	–	0.31%	57
2025 Q1	$642K	Hold	2,000	–	–	0.39%	50
2024 Q4	$580K	Hold	2,000	–	–	0.29%	59
2024 Q3	$609K	Hold	2,000	–	–	0.31%	59
2024 Q2	$531K	Hold	2,000	–	–	0.28%	60
2024 Q1	$537K	Hold	2,000	–	–	0.28%	61
2023 Q4	$593K	Hold	2,000	–	–	0.35%	57
2023 Q3	$536K	Hold	2,000	–	–	0.35%	56
2023 Q2	$597K	Hold	2,000	–	–	0.51%	44
2023 Q1	$559K	Hold	2,000	–	–	0.51%	38
2022 Q4	$527K	Hold	2,000	–	–	0.51%	38
2022 Q3	$461K	Hold	2,000	–	–	0.46%	42
2022 Q2	$493K	Hold	2,000	–	–	0.45%	41
2022 Q1	$494K	Sell	2,000 -3,500	-64%	-$872K	0.31%	60
2021 Q4	$1.47M	Sell	5,500 -5,500	-50%	-$1.39M	0.76%	33
2021 Q3	$2.78M	Hold	11,000	–	–	1.31%	24
2021 Q2	$2.6M	Hold	11,000	–	–	1.24%	27
2021 Q1	$2.59M	Buy	11,000 +3,000	+38%	+$642K	1.31%	25
2020 Q4	$1.72M	Hold	8,000	–	–	1.05%	31
2020 Q3	$1.76M	Buy	+8,000	New	+$1.64M	1.24%	24

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

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

Jupiter Wealth Management increased its McDonald's (MCD) stake by 50% in Q1 2026, buying an estimated $319K and bringing the position to 3,000 shares worth $827K. The position accounts for 0.33% of the portfolio, ranked #57.

Jupiter Wealth Management first reported a position in MCD in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.78M in Q3 2021. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Jupiter Wealth Management held 3,000 shares of McDonald's worth $827K as of Q1 2026.
Jupiter Wealth Management bought 1,000 McDonald's shares in Q1 2026, an estimated $319K.
McDonald's made up 0.33% of Jupiter Wealth Management's portfolio in Q1 2026, its #57 holding.
Jupiter Wealth Management first reported a position in McDonald's in Q3 2020 and has held it in 23 quarters since.
Jupiter Wealth Management's McDonald's position peaked at $2.78M in Q3 2021.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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