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Papamarkou Wellner Asset Management’s McDonald's MCD Stock Holding History

Papamarkou Wellner Asset 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 		$2.82M Buy
9,063
+254
+3% +$80.9K 1.72% 20
2025
Q4 		$2.69M Buy
8,809
+32
+0.4% +$9.8K 1.62% 20
2025
Q3 		$2.67M Hold
8,777
– – 1.65% 19
2025
Q2 		$2.56M Buy
8,777
+661
+8% +$204K 1.7% 15
2025
Q1 		$2.54M Sell
8,116
-89
-1% -$26.6K 1.77% 14
2024
Q4 		$2.38M Buy
+8,205
New +$2.45M 1.64% 14

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

Papamarkou Wellner Asset Management's MCD Position: Q1 2026 in Review

Papamarkou Wellner Asset Management increased its McDonald's (MCD) stake by 2.9% in Q1 2026, buying an estimated $80.9K and bringing the position to 9,063 shares worth $2.82M. The position accounts for 1.72% of the portfolio, ranked #20.

Papamarkou Wellner Asset Management first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Papamarkou Wellner Asset Management held 9,063 shares of McDonald's worth $2.82M as of Q1 2026.
  • Papamarkou Wellner Asset Management bought 254 McDonald's shares in Q1 2026, an estimated $80.9K.
  • McDonald's made up 1.72% of Papamarkou Wellner Asset Management's portfolio in Q1 2026, its #20 holding.
  • Papamarkou Wellner Asset Management first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Papamarkou Wellner Asset Management's 13F filing for Q1 2026, filed 15 May 2026.