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MPWM Advisory Solutions’s McDonald's MCD Stock Holding History

MPWM Advisory Solutions’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 		$17.1K Hold
55
– – 0.01% 286
2025
Q4 		$16.7K Buy
55
+1
+2% +$306 0.01% 269
2025
Q3 		$16.5K Hold
54
– – 0.01% 251
2025
Q2 		$15.8K Sell
54
-87
-62% -$26.8K 0.01% 260
2025
Q1 		$44K Buy
141
+1
+0.7% +$299 0.03% 159
2024
Q4 		$40.7K Buy
+140
New +$41.7K 0.03% 167

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

MPWM Advisory Solutions's MCD Position: Q1 2026 in Review

MPWM Advisory Solutions held its McDonald's (MCD) position steady in Q1 2026 at 55 shares worth $17.1K. The position accounts for 0.01% of the portfolio, ranked #286.

MPWM Advisory Solutions first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. The position peaked at $44K in Q1 2025. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • MPWM Advisory Solutions held 55 shares of McDonald's worth $17.1K as of Q1 2026.
  • MPWM Advisory Solutions left its McDonald's share count unchanged in Q1 2026.
  • McDonald's made up 0.01% of MPWM Advisory Solutions's portfolio in Q1 2026, its #286 holding.
  • MPWM Advisory Solutions first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
  • MPWM Advisory Solutions's McDonald's position peaked at $44K in Q1 2025.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.