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

Oxler 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 		$1.97M Buy
6,341
+35
+0.6% +$11.2K 0.62% 28
2025
Q4 		$1.93M Buy
6,306
+37
+0.6% +$11.3K 0.56% 29
2025
Q3 		$1.9M Buy
6,269
+36
+0.6% +$11K 0.55% 30
2025
Q2 		$1.82M Buy
6,233
+20
+0.3% +$6.17K 0.57% 33
2025
Q1 		$1.94M Sell
6,213
-28
-0.4% -$8.38K 0.68% 29
2024
Q4 		$1.81M Buy
6,241
+37
+0.6% +$11K 0.59% 33
2024
Q3 		$1.89M Buy
6,204
+31
+0.5% +$8.54K 0.66% 30
2024
Q2 		$1.57M Buy
6,173
+40
+0.7% +$10.6K 0.58% 34
2024
Q1 		$1.73M Buy
6,133
+4,240
+224% +$1.23M 0.68% 32
2023
Q4 		$561K Sell
1,893
-4,164
-69% -$1.13M 0.47% 38
2023
Q3 		$1.6M Buy
6,057
+28
+0.5% +$7.99K 0.8% 34
2023
Q2 		$1.8M Buy
6,029
+82
+1% +$23.8K 0.86% 34
2023
Q1 		$1.66M Buy
5,947
+33
+0.6% +$8.84K 0.82% 36
2022
Q4 		$1.56M Sell
5,914
-64
-1% -$16.9K 0.84% 37
2022
Q3 		$1.38M Buy
5,978
+27
+0.5% +$6.9K 0.77% 36
2022
Q2 		$1.47M Buy
5,951
+35
+0.6% +$8.62K 0.71% 40
2022
Q1 		$1.46M Buy
5,916
+36
+0.6% +$8.97K 0.66% 45
2021
Q4 		$1.58M Sell
5,880
-90
-2% -$22.7K 0.65% 46
2021
Q3 		$1.44M Hold
5,970
– – 0.63% 46
2021
Q2 		$1.38M Hold
5,970
– – 0.6% 49
2021
Q1 		$1.34M Hold
5,970
– – 0.68% 41
2020
Q4 		$1.28M Buy
+5,970
New +$1.3M 0.72% 35

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

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

Oxler Private Wealth increased its McDonald's (MCD) stake by 0.56% in Q1 2026, buying an estimated $11.2K and bringing the position to 6,341 shares worth $1.97M. The position accounts for 0.62% of the portfolio, ranked #28.

Oxler Private Wealth first reported a position in MCD in Q4 2020 and has held it in 22 quarters since. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Oxler Private Wealth held 6,341 shares of McDonald's worth $1.97M as of Q1 2026.
  • Oxler Private Wealth bought 35 McDonald's shares in Q1 2026, an estimated $11.2K.
  • McDonald's made up 0.62% of Oxler Private Wealth's portfolio in Q1 2026, its #28 holding.
  • Oxler Private Wealth first reported a position in McDonald's in Q4 2020 and has held it in 22 quarters since.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Oxler Private Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.