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McCarter Private Wealth Services’s McDonald's MCD Stock Holding History

McCarter Private Wealth Services’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 		$555K Buy
1,786
+174
+11% +$55.4K 0.24% 87
2025
Q4 		$493K Buy
1,612
+452
+39% +$138K 0.22% 90
2025
Q3 		$353K Buy
1,160
+25
+2% +$7.61K 0.18% 99
2025
Q2 		$332K Hold
1,135
– – 0.19% 91
2025
Q1 		$355K Buy
1,135
+90
+9% +$26.9K 0.23% 73
2024
Q4 		$303K Sell
1,045
-105
-9% -$31.3K 0.19% 81
2024
Q3 		$350K Buy
+1,150
New +$317K 0.22% 78

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

McCarter Private Wealth Services's MCD Position: Q1 2026 in Review

McCarter Private Wealth Services increased its McDonald's (MCD) stake by 11% in Q1 2026, buying an estimated $55.4K and bringing the position to 1,786 shares worth $555K. The position accounts for 0.24% of the portfolio, ranked #87.

McCarter Private Wealth Services first reported a position in MCD in Q3 2024 and has held it in 7 quarters since. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • McCarter Private Wealth Services held 1,786 shares of McDonald's worth $555K as of Q1 2026.
  • McCarter Private Wealth Services bought 174 McDonald's shares in Q1 2026, an estimated $55.4K.
  • McDonald's made up 0.24% of McCarter Private Wealth Services's portfolio in Q1 2026, its #87 holding.
  • McCarter Private Wealth Services first reported a position in McDonald's in Q3 2024 and has held it in 7 quarters since.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.