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

Level 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	$332K	Buy	1,069 +39	+4%	+$12.4K	0.16%	50
2025 Q4	$315K	Hold	1,030	–	–	0.16%	48
2025 Q3	$313K	Hold	1,030	–	–	0.16%	52
2025 Q2	$301K	Hold	1,030	–	–	0.18%	51
2025 Q1	$322K	Hold	1,030	–	–	0.21%	39
2024 Q4	$299K	Buy	+1,030	New	+$307K	0.21%	42

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

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

Level Wealth Management increased its McDonald's (MCD) stake by 3.8% in Q1 2026, buying an estimated $12.4K and bringing the position to 1,069 shares worth $332K. The position accounts for 0.16% of the portfolio, ranked #50.

Level Wealth Management first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Level Wealth Management held 1,069 shares of McDonald's worth $332K as of Q1 2026.
Level Wealth Management bought 39 McDonald's shares in Q1 2026, an estimated $12.4K.
McDonald's made up 0.16% of Level Wealth Management's portfolio in Q1 2026, its #50 holding.
Level Wealth Management first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Level Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.