Oak Harbor Wealth Partners’s McDonald's MCD Stock Holding History

Oak Harbor Wealth Partners’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	$4.19M	Buy	13,474 +112	+0.8%	+$35.7K	0.98%	27
2025 Q4	$4.08M	Buy	13,362 +200	+2%	+$61.3K	0.98%	27
2025 Q3	$4M	Buy	13,162 +207	+2%	+$63K	0.99%	30
2025 Q2	$3.79M	Buy	12,955 +570	+5%	+$176K	1.02%	26
2025 Q1	$3.87M	Buy	12,385 +1,462	+13%	+$437K	1.11%	23
2024 Q4	$3.17M	Sell	10,923 -156	-1%	-$46.5K	0.92%	29
2024 Q3	$3.37M	Buy	11,079 +156	+1%	+$43K	0.96%	28
2024 Q2	$2.78M	Hold	10,923	–	–	0.88%	32
2024 Q1	$3.08M	Sell	10,923 -71	-0.6%	-$20.6K	0.96%	30
2023 Q4	$3.26M	Hold	10,994	–	–	1.09%	24
2023 Q3	$2.9M	Sell	10,994 -71	-0.6%	-$20.3K	1.03%	22
2023 Q2	$3.3M	Hold	11,065	–	–	1.13%	21
2023 Q1	$3.09M	Sell	11,065 -1,455	-12%	-$390K	1.13%	22
2022 Q4	$3.3M	Hold	12,520	–	–	1.26%	23
2022 Q3	$2.89M	Hold	12,520	–	–	1.13%	24
2022 Q2	$3.09M	Hold	12,520	–	–	1.23%	25
2022 Q1	$3.1M	Hold	12,520	–	–	1.02%	29
2021 Q4	$3.36M	Buy	+12,520	New	+$3.16M	1.15%	25

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

Oak Harbor Wealth Partners's MCD Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its McDonald's (MCD) stake by 0.84% in Q1 2026, buying an estimated $35.7K and bringing the position to 13,474 shares worth $4.19M. The position accounts for 0.98% of the portfolio, ranked #27.

Oak Harbor Wealth Partners first reported a position in MCD in Q4 2021 and has held it in 18 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Oak Harbor Wealth Partners held 13,474 shares of McDonald's worth $4.19M as of Q1 2026.
Oak Harbor Wealth Partners bought 112 McDonald's shares in Q1 2026, an estimated $35.7K.
McDonald's made up 0.98% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #27 holding.
Oak Harbor Wealth Partners first reported a position in McDonald's in Q4 2021 and has held it in 18 quarters since.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.