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

Keebeck 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 		$1.05M Buy
3,383
+228
+7% +$72.6K 0.12% 155
2025
Q4 		$965K Buy
3,155
+383
+14% +$117K 0.11% 152
2025
Q3 		$842K Buy
2,772
+86
+3% +$26.2K 0.1% 154
2025
Q2 		$785K Buy
2,686
+40
+2% +$12.3K 0.1% 153
2025
Q1 		$827K Buy
2,646
+40
+2% +$12K 0.12% 140
2024
Q4 		$755K Buy
2,606
+60
+2% +$17.9K 0.11% 144
2024
Q3 		$775K Buy
2,546
+175
+7% +$48.2K 0.11% 140
2024
Q2 		$604K Hold
2,371
– – 0.09% 157
2024
Q1 		$669K Sell
2,371
-43
-2% -$12.5K 0.1% 160
2023
Q4 		$716K Buy
2,414
+55
+2% +$15K 0.12% 146
2023
Q3 		$621K Buy
2,359
+12
+0.5% +$3.42K 0.11% 150
2023
Q2 		$700K Hold
2,347
– – 0.1% 149
2023
Q1 		$656K Buy
2,347
+12
+0.5% +$3.21K 0.11% 140
2022
Q4 		$615K Buy
2,335
+19
+0.8% +$5.01K 0.11% 138
2022
Q3 		$534K Hold
2,316
– – 0.1% 142
2022
Q2 		$572K Sell
2,316
-3,981
-63% -$980K 0.11% 145
2022
Q1 		$1.56M Hold
6,297
– – 0.26% 92
2021
Q4 		$1.69M Hold
6,297
– – 0.3% 76
2021
Q3 		$1.52M Sell
6,297
-32
-0.5% -$7.64K 0.3% 79
2021
Q2 		$1.46M Sell
6,329
-54
-0.8% -$12.6K 0.21% 90
2021
Q1 		$1.43M Hold
6,383
– – 0.22% 82
2020
Q4 		$1.37M Buy
6,383
+86
+1% +$18.7K 0.24% 76
2020
Q3 		$1.38M Buy
6,297
+13
+0.2% +$2.67K 0.29% 64
2020
Q2 		$1.16M Hold
6,284
– – 0.37% 57
2020
Q1 		$1.04M Buy
6,284
+2,400
+62% +$473K 0.43% 52
2019
Q4 		$767K Buy
+3,884
New +$770K 0.24% 73

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

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

Keebeck Wealth Management increased its McDonald's (MCD) stake by 7.2% in Q1 2026, buying an estimated $72.6K and bringing the position to 3,383 shares worth $1.05M. The position accounts for 0.12% of the portfolio, ranked #155.

Keebeck Wealth Management first reported a position in MCD in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.69M in Q4 2021. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Keebeck Wealth Management held 3,383 shares of McDonald's worth $1.05M as of Q1 2026.
  • Keebeck Wealth Management bought 228 McDonald's shares in Q1 2026, an estimated $72.6K.
  • McDonald's made up 0.12% of Keebeck Wealth Management's portfolio in Q1 2026, its #155 holding.
  • Keebeck Wealth Management first reported a position in McDonald's in Q4 2019 and has held it in 26 quarters since.
  • Keebeck Wealth Management's McDonald's position peaked at $1.69M in Q4 2021.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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