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

McMill 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	$521K	Hold	1,676	–	–	0.14%	42
2025 Q4	$512K	Hold	1,676	–	–	0.14%	40
2025 Q3	$509K	Hold	1,676	–	–	0.15%	40
2025 Q2	$489K	Buy	1,676 +1	+0.1%	+$308	0.16%	39
2025 Q1	$523K	Buy	+1,675	New	+$501K	0.19%	36

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

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

McMill Wealth Management held its McDonald's (MCD) position steady in Q1 2026 at 1,676 shares worth $521K. The position accounts for 0.14% of the portfolio, ranked #42.

McMill Wealth Management first reported a position in MCD in Q1 2025 and has held it in 5 quarters since. The position peaked at $523K in Q1 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

McMill Wealth Management held 1,676 shares of McDonald's worth $521K as of Q1 2026.
McMill Wealth Management left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.14% of McMill Wealth Management's portfolio in Q1 2026, its #42 holding.
McMill Wealth Management first reported a position in McDonald's in Q1 2025 and has held it in 5 quarters since.
McMill Wealth Management's McDonald's position peaked at $523K in Q1 2025.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on McMill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.