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Osprey Private Wealth’s McDonald's MCD Stock Holding History

Osprey Private 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 		$6.89M Buy
22,165
+2,842
+15% +$905K 1.99% 21
2025
Q4 		$5.91M Buy
19,323
+5,338
+38% +$1.63M 1.7% 22
2025
Q3 		$4.25M Buy
13,985
+4,045
+41% +$1.23M 1.54% 24
2025
Q2 		$2.92M Buy
9,940
+330
+3% +$102K 1.59% 24
2025
Q1 		$3M Buy
9,610
+825
+9% +$247K 1.78% 24
2024
Q4 		$2.55M Buy
8,785
+300
+4% +$89.5K 1.78% 25
2024
Q3 		$2.58M Buy
+8,485
New +$2.34M 1.81% 24

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

Osprey Private Wealth's MCD Position: Q1 2026 in Review

Osprey Private Wealth increased its McDonald's (MCD) stake by 15% in Q1 2026, buying an estimated $905K and bringing the position to 22,165 shares worth $6.89M. The position accounts for 1.99% of the portfolio, ranked #21.

Osprey Private Wealth first reported a position in MCD in Q3 2024 and has held it in 7 quarters since. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Osprey Private Wealth held 22,165 shares of McDonald's worth $6.89M as of Q1 2026.
  • Osprey Private Wealth bought 2,842 McDonald's shares in Q1 2026, an estimated $905K.
  • McDonald's made up 1.99% of Osprey Private Wealth's portfolio in Q1 2026, its #21 holding.
  • Osprey Private Wealth first reported a position in McDonald's in Q3 2024 and has held it in 7 quarters since.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Osprey Private Wealth's 13F filing for Q1 2026, filed 1 May 2026.