PPW
MCD icon

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

Parcion 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 		$6.82M Sell
21,937
-394
-2% -$126K 0.42% 46
2025
Q4 		$6.83M Sell
22,331
-64
-0.3% -$19.6K 0.42% 50
2025
Q3 		$6.81M Sell
22,395
-238
-1% -$72.4K 0.42% 49
2025
Q2 		$6.61M Buy
22,633
+278
+1% +$85.7K 0.47% 45
2025
Q1 		$6.98M Buy
22,355
+1,085
+5% +$325K 0.57% 42
2024
Q4 		$6.17M Buy
21,270
+450
+2% +$134K 0.47% 51
2024
Q3 		$6.34M Buy
20,820
+1,959
+10% +$540K 0.53% 42
2024
Q2 		$4.81M Buy
18,861
+715
+4% +$190K 0.44% 47
2024
Q1 		$5.12M Buy
18,146
+52
+0.3% +$15.1K 0.45% 48
2023
Q4 		$5.36M Buy
18,094
+559
+3% +$152K 0.49% 45
2023
Q3 		$4.62M Buy
17,535
+78
+0.4% +$22.2K 0.48% 50
2023
Q2 		$5.21M Sell
17,457
-28
-0.2% -$8.13K 0.53% 48
2023
Q1 		$4.89M Buy
17,485
+864
+5% +$231K 0.51% 47
2022
Q4 		$4.38M Sell
16,621
-2,759
-14% -$728K 0.48% 48
2022
Q3 		$4.47M Sell
19,380
-990
-5% -$253K 0.5% 50
2022
Q2 		$5.17M Sell
20,370
-1,305
-6% -$321K 0.51% 47
2022
Q1 		$5.36M Sell
21,675
-3,734
-15% -$930K 0.5% 49
2021
Q4 		$6.55M Buy
25,409
+680
+3% +$172K 0.59% 43
2021
Q3 		$5.99M Buy
24,729
+23
+0.1% +$5.49K 0.53% 50
2021
Q2 		$5.71M Sell
24,706
-130
-0.5% -$30.3K 0.57% 48
2021
Q1 		$5.57M Buy
24,836
+3,750
+18% +$802K 0.63% 40
2020
Q4 		$4.53M Buy
21,086
+1,370
+7% +$298K 0.6% 42
2020
Q3 		$4.39M Buy
19,716
+3,603
+22% +$740K 0.67% 26
2020
Q2 		$3.04M Buy
16,113
+88
+0.5% +$16.1K 0.51% 34
2020
Q1 		$2.65M Buy
16,025
+1,153
+8% +$227K 0.73% 26
2019
Q4 		$2.94M Buy
+14,872
New +$2.95M 0.64% 36

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

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

Parcion Private Wealth reduced its McDonald's (MCD) stake by 1.8% in Q1 2026, selling an estimated $126K and leaving 21,937 shares worth $6.82M. The position accounts for 0.42% of the portfolio, ranked #46.

Parcion Private Wealth first reported a position in MCD in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.98M in Q1 2025. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Parcion Private Wealth held 21,937 shares of McDonald's worth $6.82M as of Q1 2026.
  • Parcion Private Wealth sold 394 McDonald's shares in Q1 2026, an estimated $126K.
  • McDonald's made up 0.42% of Parcion Private Wealth's portfolio in Q1 2026, its #46 holding.
  • Parcion Private Wealth first reported a position in McDonald's in Q4 2019 and has held it in 26 quarters since.
  • Parcion Private Wealth's McDonald's position peaked at $6.98M in Q1 2025.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.