Noble Family Wealth’s McDonald's MCD Stock Holding History

Noble Family 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	$552K	Sell	1,775 -170	-9%	-$54.2K	0.11%	52
2025 Q4	$594K	Hold	1,945	–	–	0.13%	52
2025 Q3	$591K	Buy	1,945 +325	+20%	+$98.9K	0.13%	52
2025 Q2	$473K	Hold	1,620	–	–	0.12%	58
2025 Q1	$506K	Hold	1,620	–	–	0.14%	49
2024 Q4	$469K	Hold	1,620	–	–	0.13%	52
2024 Q3	$493K	Hold	1,620	–	–	0.13%	51
2024 Q2	$413K	Buy	1,620 +150	+10%	+$39.8K	0.12%	53
2024 Q1	$414K	Hold	1,470	–	–	0.12%	53
2023 Q4	$436K	Hold	1,470	–	–	0.13%	52
2023 Q3	$387K	Buy	1,470 +20	+1%	+$5.7K	0.13%	51
2023 Q2	$433K	Hold	1,450	–	–	0.14%	50
2023 Q1	$405K	Buy	+1,450	New	+$388K	0.14%	50

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

Noble Family Wealth's MCD Position: Q1 2026 in Review

Noble Family Wealth reduced its McDonald's (MCD) stake by 8.7% in Q1 2026, selling an estimated $54.2K and leaving 1,775 shares worth $552K. The position accounts for 0.11% of the portfolio, ranked #52.

Noble Family Wealth first reported a position in MCD in Q1 2023 and has held it in 13 quarters since. The position peaked at $594K in Q4 2025. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Noble Family Wealth held 1,775 shares of McDonald's worth $552K as of Q1 2026.
Noble Family Wealth sold 170 McDonald's shares in Q1 2026, an estimated $54.2K.
McDonald's made up 0.11% of Noble Family Wealth's portfolio in Q1 2026, its #52 holding.
Noble Family Wealth first reported a position in McDonald's in Q1 2023 and has held it in 13 quarters since.
Noble Family Wealth's McDonald's position peaked at $594K in Q4 2025.
3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Noble Family Wealth's 13F filing for Q1 2026, filed 9 Apr 2026.