MWM
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Mission Wealth Management’s McDonald's MCD Stock Holding History

Mission 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 		$4.69M Sell
15,081
-1,664
-10% -$530K 0.1% 116
2025
Q4 		$5.12M Sell
16,745
-127
-0.8% -$38.9K 0.1% 110
2025
Q3 		$5.13M Sell
16,872
-263
-2% -$80K 0.1% 115
2025
Q2 		$5.01M Buy
17,135
+359
+2% +$111K 0.11% 117
2025
Q1 		$5.24M Buy
16,776
+97
+0.6% +$29K 0.13% 102
2024
Q4 		$4.83M Sell
16,679
-317
-2% -$94.5K 0.11% 97
2024
Q3 		$5.18M Sell
16,996
-584
-3% -$161K 0.13% 89
2024
Q2 		$4.48M Sell
17,580
-630
-3% -$167K 0.12% 97
2024
Q1 		$5.13M Buy
18,210
+241
+1% +$70.1K 0.14% 102
2023
Q4 		$5.33M Buy
17,969
+821
+5% +$223K 0.17% 79
2023
Q3 		$4.52M Sell
17,148
-141
-0.8% -$40.2K 0.17% 79
2023
Q2 		$5.16M Buy
17,289
+481
+3% +$140K 0.19% 66
2023
Q1 		$4.7M Sell
16,808
-464
-3% -$124K 0.2% 67
2022
Q4 		$4.55M Buy
17,272
+582
+3% +$154K 0.22% 60
2022
Q3 		$3.85M Buy
16,690
+118
+0.7% +$30.2K 0.2% 63
2022
Q2 		$4.09M Buy
16,572
+446
+3% +$110K 0.22% 63
2022
Q1 		$3.99M Sell
16,126
-451
-3% -$112K 0.18% 71
2021
Q4 		$4.44M Sell
16,577
-261
-2% -$65.9K 0.2% 63
2021
Q3 		$4.06M Sell
16,838
-307
-2% -$73.3K 0.21% 62
2021
Q2 		$3.96M Buy
17,145
+197
+1% +$45.8K 0.21% 58
2021
Q1 		$3.8M Buy
16,948
+817
+5% +$175K 0.22% 56
2020
Q4 		$3.46M Buy
16,131
+396
+3% +$86.1K 0.22% 57
2020
Q3 		$3.45M Sell
15,735
-264
-2% -$54.2K 0.26% 52
2020
Q2 		$2.95M Buy
15,999
+2,772
+21% +$508K 0.25% 53
2020
Q1 		$2.19M Sell
13,227
-319
-2% -$62.9K 0.24% 58
2019
Q4 		$2.68M Sell
13,546
-1,091
-7% -$216K 0.26% 57
2019
Q3 		$3.14M Buy
14,637
+5,577
+62% +$1.2M 0.34% 44
2019
Q2 		$1.88M Buy
9,060
+1,071
+13% +$212K 0.21% 61
2019
Q1 		$1.52M Sell
7,989
-63
-0.8% -$11.4K 0.18% 72
2018
Q4 		$1.43M Buy
8,052
+1,523
+23% +$270K 0.19% 66
2018
Q3 		$1.09M Buy
6,529
+56
+0.9% +$8.97K 0.14% 88
2018
Q2 		$1.01M Buy
6,473
+1,008
+18% +$163K 0.15% 84
2018
Q1 		$855K Buy
5,465
+62
+1% +$10.2K 0.14% 82
2017
Q4 		$930K Buy
5,403
+162
+3% +$27.2K 0.16% 70
2017
Q3 		$821K Sell
5,241
-314
-6% -$49.2K 0.15% 75
2017
Q2 		$851K Sell
5,555
-794
-13% -$115K 0.16% 71
2017
Q1 		$823K Buy
6,349
+54
+0.9% +$6.78K 0.16% 71
2016
Q4 		$766K Buy
6,295
+596
+10% +$69.9K 0.15% 71
2016
Q3 		$657K Buy
5,699
+111
+2% +$13.2K 0.16% 71
2016
Q2 		$672K Sell
5,588
-7
-0.1% -$877 0.18% 59
2016
Q1 		$703K Buy
5,595
+55
+1% +$6.57K 0.19% 59
2015
Q4 		$655K Buy
5,540
+215
+4% +$24K 0.18% 57
2015
Q3 		$525K Sell
5,325
-2,547
-32% -$248K 0.16% 64
2015
Q2 		$767K Buy
+7,872
New +$761K 0.26% 47

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

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

Mission Wealth Management reduced its McDonald's (MCD) stake by 9.9% in Q1 2026, selling an estimated $530K and leaving 15,081 shares worth $4.69M. The position accounts for 0.1% of the portfolio, ranked #116.

Mission Wealth Management first reported a position in MCD in Q2 2015 and has held it in 44 quarters since. The position peaked at $5.33M in Q4 2023. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Mission Wealth Management held 15,081 shares of McDonald's worth $4.69M as of Q1 2026.
  • Mission Wealth Management sold 1,664 McDonald's shares in Q1 2026, an estimated $530K.
  • McDonald's made up 0.1% of Mission Wealth Management's portfolio in Q1 2026, its #116 holding.
  • Mission Wealth Management first reported a position in McDonald's in Q2 2015 and has held it in 44 quarters since.
  • Mission Wealth Management's McDonald's position peaked at $5.33M in Q4 2023.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.