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

Mindset 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 		$354K Hold
1,138
– – 0.09% 110
2025
Q4 		$348K Sell
1,138
-65
-5% -$19.9K 0.09% 114
2025
Q3 		$366K Hold
1,203
– – 0.1% 103
2025
Q2 		$352K Buy
1,203
+200
+20% +$61.7K 0.12% 94
2025
Q1 		$313K Buy
1,003
+114
+13% +$34.1K 0.12% 92
2024
Q4 		$258K Hold
889
– – 0.09% 106
2024
Q3 		$271K Buy
+889
New +$245K 0.11% 99

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

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

Mindset Wealth Management held its McDonald's (MCD) position steady in Q1 2026 at 1,138 shares worth $354K. The position accounts for 0.09% of the portfolio, ranked #110.

Mindset Wealth Management first reported a position in MCD in Q3 2024 and has held it in 7 quarters since. The position peaked at $366K in Q3 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Mindset Wealth Management held 1,138 shares of McDonald's worth $354K as of Q1 2026.
  • Mindset Wealth Management left its McDonald's share count unchanged in Q1 2026.
  • McDonald's made up 0.09% of Mindset Wealth Management's portfolio in Q1 2026, its #110 holding.
  • Mindset Wealth Management first reported a position in McDonald's in Q3 2024 and has held it in 7 quarters since.
  • Mindset Wealth Management's McDonald's position peaked at $366K in Q3 2025.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.