Madison Wealth Partners’s McDonald's MCD Stock Holding History

Madison Wealth Partners’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	$563K	Buy	1,811 +301	+20%	+$95.9K	0.09%	102
2025 Q4	$461K	Buy	1,510 +486	+47%	+$149K	0.08%	104
2025 Q3	$311K	Sell	1,024 -41	-4%	-$12.5K	0.06%	125
2025 Q2	$311K	Sell	1,065 -75	-7%	-$23.1K	0.07%	120
2025 Q1	$356K	Buy	1,140 +42	+4%	+$12.6K	0.09%	100
2024 Q4	$318K	Buy	1,098 +26	+2%	+$7.75K	0.09%	114
2024 Q3	$326K	Buy	1,072 +17	+2%	+$4.69K	0.1%	108
2024 Q2	$269K	Hold	1,055	–	–	0.09%	105
2024 Q1	$297K	Hold	1,055	–	–	0.11%	96
2023 Q4	$313K	Buy	1,055 +294	+39%	+$80K	0.12%	89
2023 Q3	$200K	Buy	761 +9	+1%	+$2.57K	0.1%	92
2023 Q2	$224K	Sell	752 -14	-2%	-$4.07K	0.1%	87
2023 Q1	$214K	Buy	+766	New	+$205K	0.11%	79

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 $147M AUM 25.76% 1-Year Est. Return

Madison Wealth Partners's MCD Position: Q1 2026 in Review

Madison Wealth Partners increased its McDonald's (MCD) stake by 20% in Q1 2026, buying an estimated $95.9K and bringing the position to 1,811 shares worth $563K. The position accounts for 0.09% of the portfolio, ranked #102.

Madison Wealth Partners first reported a position in MCD in Q1 2023 and has held it in 13 quarters since. 3,568 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Madison Wealth Partners held 1,811 shares of McDonald's worth $563K as of Q1 2026.
Madison Wealth Partners bought 301 McDonald's shares in Q1 2026, an estimated $95.9K.
McDonald's made up 0.09% of Madison Wealth Partners's portfolio in Q1 2026, its #102 holding.
Madison Wealth Partners first reported a position in McDonald's in Q1 2023 and has held it in 13 quarters since.
3,568 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.