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

MorganRosel 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	$250K	Hold	806	–	–	0.1%	94
2025 Q4	$246K	Hold	806	–	–	0.06%	103
2025 Q3	$245K	Hold	806	–	–	0.06%	103
2025 Q2	$235K	Buy	806 +598	+288%	+$184K	0.06%	101
2025 Q1	$65K	Buy	+208	New	+$62.2K	0.02%	152

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

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

MorganRosel Wealth Management held its McDonald's (MCD) position steady in Q1 2026 at 806 shares worth $250K. The position accounts for 0.1% of the portfolio, ranked #94.

MorganRosel Wealth Management first reported a position in MCD in Q1 2025 and has held it in 5 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

MorganRosel Wealth Management held 806 shares of McDonald's worth $250K as of Q1 2026.
MorganRosel Wealth Management left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.1% of MorganRosel Wealth Management's portfolio in Q1 2026, its #94 holding.
MorganRosel Wealth Management first reported a position in McDonald's in Q1 2025 and has held it in 5 quarters since.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.