Naviter Wealth’s McDonald's MCD Stock Holding History

Naviter Wealth’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	$2.54M	Buy	8,184 +355	+5%	+$113K	0.32%	74
2025 Q4	$2.39M	Sell	7,829 -1,721	-18%	-$527K	0.31%	78
2025 Q3	$2.9M	Buy	9,550 +50	+0.5%	+$15.2K	0.34%	73
2025 Q2	$2.78M	Buy	9,500 +74	+0.8%	+$22.8K	0.34%	76
2025 Q1	$2.89M	Buy	9,426 +16	+0.2%	+$4.79K	0.35%	73
2024 Q4	$2.73M	Buy	9,410 +4,330	+85%	+$1.29M	0.33%	76
2024 Q3	$1.55M	Sell	5,080 -213	-4%	-$58.7K	0.22%	131
2024 Q2	$1.35M	Buy	5,293 +454	+9%	+$120K	0.2%	137
2024 Q1	$1.36M	Buy	+4,839	New	+$1.41M	0.22%	128
2023 Q1	–	Sell	-5,068	Closed	-$1.37M	–	208
2022 Q4	$1.37M	Buy	5,068 +538	+12%	+$142K	0.38%	61
2022 Q3	$1.04M	Buy	4,530 +438	+11%	+$112K	0.43%	50
2022 Q2	$1.01M	Buy	+4,092	New	+$1.01M	0.41%	53

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

Naviter Wealth's MCD Position: Q1 2026 in Review

Naviter Wealth increased its McDonald's (MCD) stake by 4.5% in Q1 2026, buying an estimated $113K and bringing the position to 8,184 shares worth $2.54M. The position accounts for 0.32% of the portfolio, ranked #74.

Naviter Wealth first reported a position in MCD in Q2 2022 and has held it in 12 quarters since. The position peaked at $2.9M in Q3 2025. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Naviter Wealth held 8,184 shares of McDonald's worth $2.54M as of Q1 2026.
Naviter Wealth bought 355 McDonald's shares in Q1 2026, an estimated $113K.
McDonald's made up 0.32% of Naviter Wealth's portfolio in Q1 2026, its #74 holding.
Naviter Wealth first reported a position in McDonald's in Q2 2022 and has held it in 12 quarters since.
Naviter Wealth's McDonald's position peaked at $2.9M in Q3 2025.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.