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OneAscent Family Office’s McDonald's MCD Stock Holding History

OneAscent Family Office’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 		$578K Buy
1,861
+347
+23% +$111K 0.4% 60
2025
Q4 		$463K Buy
1,514
+282
+23% +$86.4K 0.31% 79
2025
Q3 		$374K Sell
1,232
-77
-6% -$23.4K 0.3% 85
2025
Q2 		$382K Sell
1,309
-785
-37% -$242K 0.36% 68
2025
Q1 		$654K Buy
2,094
+1,073
+105% +$321K 0.61% 55
2024
Q4 		$296K Buy
+1,021
New +$304K 0.54% 46

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

OneAscent Family Office's MCD Position: Q1 2026 in Review

OneAscent Family Office increased its McDonald's (MCD) stake by 23% in Q1 2026, buying an estimated $111K and bringing the position to 1,861 shares worth $578K. The position accounts for 0.4% of the portfolio, ranked #60.

OneAscent Family Office first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. The position peaked at $654K in Q1 2025. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • OneAscent Family Office held 1,861 shares of McDonald's worth $578K as of Q1 2026.
  • OneAscent Family Office bought 347 McDonald's shares in Q1 2026, an estimated $111K.
  • McDonald's made up 0.4% of OneAscent Family Office's portfolio in Q1 2026, its #60 holding.
  • OneAscent Family Office first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
  • OneAscent Family Office's McDonald's position peaked at $654K in Q1 2025.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.