KPWG
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KFA Private Wealth Group’s McDonald's MCD Stock Holding History

KFA Private Wealth Group’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 		$1.52M Sell
4,890
-25
-0.5% -$7.96K 0.36% 39
2025
Q4 		$1.5M Buy
4,915
+15
+0.3% +$4.59K 0.37% 36
2025
Q3 		$1.49M Buy
4,900
+12
+0.2% +$3.65K 0.43% 33
2025
Q2 		$1.43M Buy
4,888
+3,200
+190% +$987K 0.44% 33
2025
Q1 		$527K Buy
+1,688
New +$505K 0.18% 61
2024
Q2 		– Sell
-1,276
Closed -$360K – 92
2024
Q1 		$360K Buy
1,276
+54
+4% +$15.7K 0.11% 76
2023
Q4 		$362K Buy
1,222
+9
+0.7% +$2.45K 0.13% 64
2023
Q3 		$320K Buy
1,213
+3
+0.2% +$856 0.13% 61
2023
Q2 		$361K Sell
1,210
-76
-6% -$22.1K 0.15% 55
2023
Q1 		$360K Buy
1,286
+270
+27% +$72.3K 0.16% 54
2022
Q4 		$268K Sell
1,016
-320
-24% -$84.4K 0.14% 56
2022
Q3 		$308K Buy
1,336
+4
+0.3% +$1.02K 0.16% 47
2022
Q2 		$329K Sell
1,332
-60
-4% -$14.8K 0.18% 49
2022
Q1 		$344K Buy
1,392
+148
+12% +$36.9K 0.17% 51
2021
Q4 		$333K Sell
1,244
-1
-0.1% -$252 0.17% 53
2021
Q3 		$300K Buy
1,245
+2
+0.2% +$477 0.16% 57
2021
Q2 		$287K Sell
1,243
-210
-14% -$48.9K 0.16% 58
2021
Q1 		$326K Buy
1,453
+446
+44% +$95.4K 0.19% 53
2020
Q4 		$216K Buy
1,007
+6
+0.6% +$1.3K 0.14% 67
2020
Q3 		$220K Sell
1,001
-286
-22% -$58.7K 0.16% 62
2020
Q2 		$237K Buy
1,287
+54
+4% +$9.9K 0.23% 43
2020
Q1 		$204K Sell
1,233
-1,031
-46% -$203K 0.24% 48
2019
Q4 		$447K Buy
+2,264
New +$449K 0.41% 31

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

KFA Private Wealth Group's MCD Position: Q1 2026 in Review

KFA Private Wealth Group reduced its McDonald's (MCD) stake by 0.51% in Q1 2026, selling an estimated $7.96K and leaving 4,890 shares worth $1.52M. The position accounts for 0.36% of the portfolio, ranked #39.

KFA Private Wealth Group first reported a position in MCD in Q4 2019 and has held it in 23 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • KFA Private Wealth Group held 4,890 shares of McDonald's worth $1.52M as of Q1 2026.
  • KFA Private Wealth Group sold 25 McDonald's shares in Q1 2026, an estimated $7.96K.
  • McDonald's made up 0.36% of KFA Private Wealth Group's portfolio in Q1 2026, its #39 holding.
  • KFA Private Wealth Group first reported a position in McDonald's in Q4 2019 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 KFA Private Wealth Group's 13F filing for Q1 2026, filed 20 Apr 2026.