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Medallion Wealth Advisors’s McDonald's MCD Stock Holding History

Medallion Wealth Advisors’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 		$291K Buy
936
+203
+28% +$64.7K 0.09% 189
2025
Q4 		$224K Sell
733
-19
-3% -$5.82K 0.08% 227
2025
Q3 		$229K Sell
752
-1
-0.1% -$304 0.08% 212
2025
Q2 		$223K Sell
753
-2
-0.3% -$617 0.09% 214
2025
Q1 		$237K Buy
755
+119
+19% +$35.6K 0.11% 182
2024
Q4 		$187K Buy
+636
New +$190K 0.09% 195

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

Medallion Wealth Advisors's MCD Position: Q1 2026 in Review

Medallion Wealth Advisors increased its McDonald's (MCD) stake by 28% in Q1 2026, buying an estimated $64.7K and bringing the position to 936 shares worth $291K. The position accounts for 0.09% of the portfolio, ranked #189.

Medallion Wealth Advisors first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Medallion Wealth Advisors held 936 shares of McDonald's worth $291K as of Q1 2026.
  • Medallion Wealth Advisors bought 203 McDonald's shares in Q1 2026, an estimated $64.7K.
  • McDonald's made up 0.09% of Medallion Wealth Advisors's portfolio in Q1 2026, its #189 holding.
  • Medallion Wealth Advisors first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.