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MASECO Private Wealth’s McDonald's MCD Stock Holding History

MASECO Private Wealth’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 		$375K Sell
1,206
-410
-25% -$131K 0.01% 87
2025
Q4 		$494K Buy
+1,616
New +$495K 0.02% 69
2025
Q3 		– Sell
-1,990
Closed -$581K – 411
2025
Q2 		$581K Buy
+1,990
New +$614K 0.02% 75

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

MASECO Private Wealth's MCD Position: Q1 2026 in Review

MASECO Private Wealth reduced its McDonald's (MCD) stake by 25% in Q1 2026, selling an estimated $131K and leaving 1,206 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #87.

MASECO Private Wealth first reported a position in MCD in Q2 2025 and has held it in 3 quarters since. The position peaked at $581K in Q2 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • MASECO Private Wealth held 1,206 shares of McDonald's worth $375K as of Q1 2026.
  • MASECO Private Wealth sold 410 McDonald's shares in Q1 2026, an estimated $131K.
  • McDonald's made up 0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #87 holding.
  • MASECO Private Wealth first reported a position in McDonald's in Q2 2025 and has held it in 3 quarters since.
  • MASECO Private Wealth's McDonald's position peaked at $581K in Q2 2025.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.