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

Monograph 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 		$581K Buy
+1,870
New +$596K 0.06% 81
2025
Q1 		– Sell
-749
Closed -$217K – 122
2024
Q4 		$217K Buy
+749
New +$223K 0.03% 107
2023
Q1 		– Sell
-769
Closed -$203K – 93
2022
Q4 		$203K Buy
+769
New +$203K 0.05% 87

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

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

Monograph Wealth Advisors opened a new position in McDonald's (MCD) in Q1 2026: 1,870 shares worth $581K. The stake represents 0.06% of the portfolio and ranks #81 among its holdings. This is a return to the name: Monograph Wealth Advisors previously reported a position in MCD as recently as Q4 2024.

Monograph Wealth Advisors first reported a position in MCD in Q4 2022 and has held it in 3 quarters since. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Monograph Wealth Advisors held 1,870 shares of McDonald's worth $581K as of Q1 2026.
  • McDonald's was a new Monograph Wealth Advisors position in Q1 2026.
  • McDonald's made up 0.06% of Monograph Wealth Advisors's portfolio in Q1 2026, its #81 holding.
  • Monograph Wealth Advisors first reported a position in McDonald's in Q4 2022 and has held it in 3 quarters since.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.