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Kestra Private Wealth Services’s McDonald's MCD Stock Holding History

Kestra Private Wealth Services’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 		$20.6M Sell
66,289
-834
-1% -$266K 0.25% 84
2025
Q4 		$20.5M Buy
67,123
+744
+1% +$228K 0.25% 84
2025
Q3 		$20.2M Buy
66,379
+6,426
+11% +$1.96M 0.26% 76
2025
Q2 		$17.5M Sell
59,953
-1,893
-3% -$584K 0.25% 85
2025
Q1 		$19.3M Buy
61,846
+4,007
+7% +$1.2M 0.32% 65
2024
Q4 		$16.8M Buy
57,839
+8,156
+16% +$2.43M 0.28% 73
2024
Q3 		$15.1M Sell
49,683
-3,716
-7% -$1.02M 0.28% 76
2024
Q2 		$13.6M Buy
53,399
+905
+2% +$240K 0.27% 79
2024
Q1 		$14.8M Buy
52,494
+687
+1% +$200K 0.33% 67
2023
Q4 		$15.4M Buy
51,807
+284
+0.6% +$77.3K 0.39% 60
2023
Q3 		$13.6M Buy
51,523
+4,621
+10% +$1.32M 0.43% 50
2023
Q2 		$14M Buy
46,902
+3,864
+9% +$1.12M 0.48% 44
2023
Q1 		$12M Buy
43,038
+3,588
+9% +$961K 0.48% 44
2022
Q4 		$10.4M Buy
39,450
+1,230
+3% +$324K 0.53% 38
2022
Q3 		$8.82M Buy
38,220
+1,160
+3% +$296K 0.51% 40
2022
Q2 		$9.15M Buy
37,060
+2,369
+7% +$583K 0.52% 38
2022
Q1 		$8.58M Buy
34,691
+1,139
+3% +$284K 0.43% 50
2021
Q4 		$8.99M Buy
33,552
+570
+2% +$144K 0.43% 44
2021
Q3 		$7.95M Sell
32,982
-165
-0.5% -$39.4K 0.44% 43
2021
Q2 		$7.66M Buy
33,147
+1,205
+4% +$280K 0.47% 37
2021
Q1 		$7.16M Sell
31,942
-267
-0.8% -$57.1K 0.5% 36
2020
Q4 		$6.81M Buy
32,209
+967
+3% +$210K 0.5% 37
2020
Q3 		$6.86M Buy
+31,242
New +$6.41M 0.6% 32

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

Kestra Private Wealth Services's MCD Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its McDonald's (MCD) stake by 1.2% in Q1 2026, selling an estimated $266K and leaving 66,289 shares worth $20.6M. The position accounts for 0.25% of the portfolio, ranked #84.

Kestra Private Wealth Services first reported a position in MCD in Q3 2020 and has held it in 23 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Kestra Private Wealth Services held 66,289 shares of McDonald's worth $20.6M as of Q1 2026.
  • Kestra Private Wealth Services sold 834 McDonald's shares in Q1 2026, an estimated $266K.
  • McDonald's made up 0.25% of Kestra Private Wealth Services's portfolio in Q1 2026, its #84 holding.
  • Kestra Private Wealth Services first reported a position in McDonald's in Q3 2020 and has held it in 23 quarters since.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.