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NewEdge Wealth’s McDonald's MCD Stock Holding History

NewEdge 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 		$4.6M Sell
14,790
-13,811
-48% -$4.4M 0.05% 231
2025
Q4 		$8.74M Buy
28,601
+3,341
+13% +$1.02M 0.1% 152
2025
Q3 		$7.72M Sell
25,260
-8,636
-25% -$2.63M 0.11% 152
2025
Q2 		$10.4M Buy
33,896
+1,114
+3% +$343K 0.16% 115
2025
Q1 		$10.2M Sell
32,782
-60,393
-65% -$18.1M 0.19% 107
2024
Q4 		$27M Buy
93,175
+5,237
+6% +$1.56M 0.47% 59
2024
Q3 		$26.8M Buy
87,938
+18,716
+27% +$5.16M 0.48% 59
2024
Q2 		$17.6M Buy
69,222
+1,166
+2% +$309K 0.38% 73
2024
Q1 		$18.6M Sell
68,056
-12,888
-16% -$3.75M 0.42% 67
2023
Q4 		$24M Buy
80,944
+5,185
+7% +$1.41M 0.61% 38
2023
Q3 		$20M Buy
75,759
+7,206
+11% +$2.06M 0.63% 40
2023
Q2 		$20.5M Buy
68,553
+6,796
+11% +$1.97M 0.68% 33
2023
Q1 		$17.3M Buy
61,757
+4,710
+8% +$1.26M 0.66% 42
2022
Q4 		$15M Buy
57,047
+3,770
+7% +$995K 0.65% 44
2022
Q3 		$12.3M Buy
53,277
+2,802
+6% +$716K 0.58% 50
2022
Q2 		$12.5M Buy
50,475
+5,333
+12% +$1.31M 0.57% 48
2022
Q1 		$11.2M Buy
45,142
+4,004
+10% +$997K 0.5% 51
2021
Q4 		$11M Buy
41,138
+2,547
+7% +$643K 0.46% 52
2021
Q3 		$9.3M Buy
38,591
+1,064
+3% +$254K 0.55% 44
2021
Q2 		$8.67M Buy
37,527
+3,981
+12% +$926K 0.66% 48
2021
Q1 		$7.52M Buy
33,546
+24,089
+255% +$5.15M 0.75% 36
2020
Q4 		$2.03M Buy
+9,457
New +$2.06M 0.62% 42

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 $147M AUM 25.76% 1-Year Est. Return

NewEdge Wealth's MCD Position: Q1 2026 in Review

NewEdge Wealth reduced its McDonald's (MCD) stake by 48% in Q1 2026, selling an estimated $4.4M and leaving 14,790 shares worth $4.6M. The position accounts for 0.05% of the portfolio, ranked #231.

NewEdge Wealth first reported a position in MCD in Q4 2020 and has held it in 22 quarters since. The position peaked at $27M in Q4 2024. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • NewEdge Wealth held 14,790 shares of McDonald's worth $4.6M as of Q1 2026.
  • NewEdge Wealth sold 13,811 McDonald's shares in Q1 2026, an estimated $4.4M.
  • McDonald's made up 0.05% of NewEdge Wealth's portfolio in Q1 2026, its #231 holding.
  • NewEdge Wealth first reported a position in McDonald's in Q4 2020 and has held it in 22 quarters since.
  • NewEdge Wealth's McDonald's position peaked at $27M in Q4 2024.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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