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Leo Wealth LLC’s McDonald's MCD Stock Holding History

Leo Wealth LLC’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 		$9.03M Buy
29,070
+75
+0.3% +$23.9K 0.66% 34
2025
Q4 		$8.86M Buy
28,995
+942
+3% +$289K 0.64% 30
2025
Q3 		$8.52M Sell
28,053
-1,058
-4% -$322K 1.11% 18
2025
Q2 		$8.5M Buy
29,111
+1,214
+4% +$374K 0.66% 31
2025
Q1 		$8.71M Buy
27,897
+24,173
+649% +$7.23M 1.25% 15
2024
Q4 		$1.08M Buy
3,724
+1,241
+50% +$370K 0.1% 147
2024
Q3 		$756K Sell
2,483
-17
-0.7% -$4.69K 0.07% 178
2024
Q2 		$633K Sell
2,500
-1,050
-30% -$279K 0.06% 196
2024
Q1 		$999K Buy
3,550
+195
+6% +$56.7K 0.1% 152
2023
Q4 		$993K Buy
+3,355
New +$913K 0.1% 145

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Leo Wealth LLC's MCD Position: Q1 2026 in Review

Leo Wealth LLC increased its McDonald's (MCD) stake by 0.26% in Q1 2026, buying an estimated $23.9K and bringing the position to 29,070 shares worth $9.03M. The position accounts for 0.66% of the portfolio, ranked #34.

Leo Wealth LLC first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. 3,588 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Leo Wealth LLC held 29,070 shares of McDonald's worth $9.03M as of Q1 2026.
  • Leo Wealth LLC bought 75 McDonald's shares in Q1 2026, an estimated $23.9K.
  • McDonald's made up 0.66% of Leo Wealth LLC's portfolio in Q1 2026, its #34 holding.
  • Leo Wealth LLC first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
  • 3,588 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.