Parkwoods Wealth Partners’s McDonald's MCD Stock Holding History

Parkwoods Wealth Partners’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	$265K	Hold	853	–	–	0.07%	89
2025 Q4	$261K	Buy	853 +137	+19%	+$42K	0.08%	92
2025 Q3	$218K	Buy	716 +6	+0.8%	+$1.83K	0.07%	88
2025 Q2	$207K	Hold	710	–	–	0.12%	71
2025 Q1	$222K	Sell	710 -5	-0.7%	-$1.5K	0.15%	50
2024 Q4	$207K	Buy	715 +5	+0.7%	+$1.49K	0.16%	30
2024 Q3	$216K	Buy	+710	New	+$196K	0.18%	26

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Parkwoods Wealth Partners's MCD Position: Q1 2026 in Review

Parkwoods Wealth Partners held its McDonald's (MCD) position steady in Q1 2026 at 853 shares worth $265K. The position accounts for 0.07% of the portfolio, ranked #89.

Parkwoods Wealth Partners first reported a position in MCD in Q3 2024 and has held it in 7 quarters since. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Parkwoods Wealth Partners held 853 shares of McDonald's worth $265K as of Q1 2026.
Parkwoods Wealth Partners left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.07% of Parkwoods Wealth Partners's portfolio in Q1 2026, its #89 holding.
Parkwoods Wealth Partners first reported a position in McDonald's in Q3 2024 and has held it in 7 quarters since.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.