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OneAscent Wealth Management’s McDonald's MCD Stock Holding History

OneAscent Wealth Management’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 		– Sell
-708
Closed -$216K – 169
2025
Q4 		$216K Sell
708
-1
-0.1% -$306 0.07% 155
2025
Q3 		$215K Hold
709
– – 0.07% 168
2025
Q2 		$207K Buy
709
+54
+8% +$16.6K 0.08% 163
2025
Q1 		$205K Sell
655
-82
-11% -$24.5K 0.09% 148
2024
Q4 		$214K Sell
737
-477
-39% -$142K 0.09% 147
2024
Q3 		$370K Buy
+1,214
New +$335K 0.14% 102
2024
Q2 		– Sell
-1,324
Closed -$373K – 145
2024
Q1 		$373K Sell
1,324
-7
-0.5% -$2.04K 0.14% 100
2023
Q4 		$395K Buy
1,331
+24
+2% +$6.53K 0.16% 83
2023
Q3 		$344K Buy
+1,307
New +$373K 0.15% 91
2023
Q2 		– Sell
-2,090
Closed -$584K – 156
2023
Q1 		$584K Sell
2,090
-112
-5% -$30K 0.23% 51
2022
Q4 		$580K Buy
2,202
+412
+23% +$109K 0.27% 38
2022
Q3 		$413K Buy
1,790
+76
+4% +$19.4K 0.22% 53
2022
Q2 		$423K Sell
1,714
-8
-0.5% -$1.97K 0.22% 69
2022
Q1 		$426K Buy
+1,722
New +$429K 0.21% 98

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

OneAscent Wealth Management's MCD Position: Q1 2026 in Review

OneAscent Wealth Management sold out of McDonald's (MCD) in Q1 2026, closing a stake of 708 shares — an estimated $216K sold.

OneAscent Wealth Management first reported a position in MCD in Q1 2022 and held it in 14 quarters. The position peaked at $584K in Q1 2023. 3,587 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • OneAscent Wealth Management reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
  • OneAscent Wealth Management sold 708 McDonald's shares in Q1 2026, an estimated $216K.
  • OneAscent Wealth Management first reported a position in McDonald's in Q1 2022 and held it in 14 quarters.
  • OneAscent Wealth Management's McDonald's position peaked at $584K in Q1 2023.
  • 3,587 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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