Monument Group Wealth Advisors’s McDonald's MCD Stock Holding History

Monument Group 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	–	Sell	-770	Closed	-$235K	–	50
2025 Q4	$235K	Hold	770	–	–	0.13%	44
2025 Q3	$234K	Sell	770 -238	-24%	-$72.4K	0.14%	45
2025 Q2	$295K	Buy	1,008 +69	+7%	+$21.3K	0.19%	39
2025 Q1	$293K	Hold	939	–	–	0.2%	36
2024 Q4	$272K	Sell	939 -50	-5%	-$14.9K	0.19%	38
2024 Q3	$301K	Hold	989	–	–	0.18%	39
2024 Q2	$252K	Hold	989	–	–	0.17%	40
2024 Q1	$279K	Buy	+989	New	+$288K	0.21%	40

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

Monument Group Wealth Advisors's MCD Position: Q1 2026 in Review

Monument Group Wealth Advisors sold out of McDonald's (MCD) in Q1 2026, closing a stake of 770 shares — an estimated $235K sold.

Monument Group Wealth Advisors first reported a position in MCD in Q1 2024 and held it in 8 quarters. The position peaked at $301K in Q3 2024. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Monument Group Wealth Advisors reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
Monument Group Wealth Advisors sold 770 McDonald's shares in Q1 2026, an estimated $235K.
Monument Group Wealth Advisors first reported a position in McDonald's in Q1 2024 and held it in 8 quarters.
Monument Group Wealth Advisors's McDonald's position peaked at $301K in Q3 2024.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.