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

Kingsview 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
2021 Q2	–	Sell	-800	Closed	-$10K	–	970
2021 Q1	$10K	Buy	800 +700	+700%	+$150K	﹤0.01%	815
2020 Q4	$3K	Buy	+100	New	+$21.7K	﹤0.01%	705
2019 Q2	–	Sell	-400	Closed	-$1K	–	497
2019 Q1	$1K	Buy	+400	New	+$72.6K	﹤0.01%	476
2018 Q4	–	Sell	-100	Closed	-$1K	–	418
2018 Q3	$1K	Buy	+100	New	+$16K	﹤0.01%	398
2018 Q2	–	Sell	-2,200	Closed	-$3K	–	399
2018 Q1	$3K	Buy	+2,200	New	+$362K	﹤0.01%	332
2017 Q4	–	Sell	-9,400	Closed	-$6K	–	418
2017 Q3	$6K	Buy	9,400 +9,200	+4,600%	+$1.44M	﹤0.01%	297
2017 Q2	$1K	Sell	200 -1,300	-87%	-$188K	﹤0.01%	339
2017 Q1	$11K	Buy	+1,500	New	+$188K	0.01%	240

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

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

Kingsview Wealth Management increased its McDonald's (MCD) stake by 8.9% in Q1 2026, buying an estimated $1.82M and bringing the position to 70,013 shares worth $21.8M. The position accounts for 0.3% of the portfolio, ranked #61.

Kingsview Wealth Management first reported a position in MCD in Q1 2017 and has held it in 37 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Kingsview Wealth Management held 70,013 shares of McDonald's worth $21.8M as of Q1 2026.
Kingsview Wealth Management bought 5,702 McDonald's shares in Q1 2026, an estimated $1.82M.
McDonald's made up 0.3% of Kingsview Wealth Management's portfolio in Q1 2026, its #61 holding.
Kingsview Wealth Management first reported a position in McDonald's in Q1 2017 and has held it in 37 quarters since.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.