KJWM
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Kiley Juergens Wealth Management’s McDonald's MCD Stock Holding History

Kiley Juergens 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 		$3.34M Sell
10,738
-30
-0.3% -$9.56K 0.59% 31
2025
Q4 		$3.29M Buy
10,768
+167
+2% +$51.1K 0.71% 31
2025
Q3 		$3.22M Sell
10,601
-133
-1% -$40.5K 0.71% 31
2025
Q2 		$3.14M Sell
10,734
-272
-2% -$83.9K 0.72% 32
2025
Q1 		$3.44M Buy
11,006
+248
+2% +$74.2K 0.91% 27
2024
Q4 		$3.12M Buy
10,758
+13
+0.1% +$3.88K 0.78% 27
2024
Q3 		$3.27M Buy
10,745
+172
+2% +$47.4K 0.85% 26
2024
Q2 		$2.69M Sell
10,573
-72
-0.7% -$19.1K 0.75% 31
2024
Q1 		$3M Sell
10,645
-98
-0.9% -$28.5K 0.93% 27
2023
Q4 		$3.19M Buy
10,743
+168
+2% +$45.7K 1.07% 24
2023
Q3 		$2.79M Sell
10,575
-31
-0.3% -$8.84K 1.01% 26
2023
Q2 		$3.16M Sell
10,606
-69
-0.6% -$20K 1.09% 22
2023
Q1 		$2.98M Buy
+10,675
New +$2.86M 1.12% 24
2018
Q4 		– Sell
-4,286
Closed -$717K – 401
2018
Q3 		$717K Buy
4,286
+206
+5% +$33K 0.54% 38
2018
Q2 		$639K Buy
4,080
+1
+0% +$162 0.57% 38
2018
Q1 		$637K Sell
4,079
-117
-3% -$19.2K 0.69% 38
2017
Q4 		$722K Buy
+4,196
New +$705K 0.65% 30

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

Kiley Juergens Wealth Management's MCD Position: Q1 2026 in Review

Kiley Juergens Wealth Management reduced its McDonald's (MCD) stake by 0.28% in Q1 2026, selling an estimated $9.56K and leaving 10,738 shares worth $3.34M. The position accounts for 0.59% of the portfolio, ranked #31.

Kiley Juergens Wealth Management first reported a position in MCD in Q4 2017 and has held it in 17 quarters since. The position peaked at $3.44M in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Kiley Juergens Wealth Management held 10,738 shares of McDonald's worth $3.34M as of Q1 2026.
  • Kiley Juergens Wealth Management sold 30 McDonald's shares in Q1 2026, an estimated $9.56K.
  • McDonald's made up 0.59% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #31 holding.
  • Kiley Juergens Wealth Management first reported a position in McDonald's in Q4 2017 and has held it in 17 quarters since.
  • Kiley Juergens Wealth Management's McDonald's position peaked at $3.44M in Q1 2025.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.