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

Perfromance 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 		$2.6M Buy
8,356
+5,157
+161% +$1.64M 0.08% 51
2025
Q4 		$978K Buy
3,199
+357
+13% +$109K 0.03% 80
2025
Q3 		$864K Buy
2,842
+1,196
+73% +$364K 0.02% 85
2025
Q2 		$481K Buy
1,646
+623
+61% +$192K 0.02% 109
2025
Q1 		$320K Buy
+1,023
New +$306K 0.01% 129
2024
Q2 		– Sell
-35,199
Closed -$9.92M – 177
2024
Q1 		$9.92M Sell
35,199
-1,177
-3% -$342K 0.42% 20
2023
Q4 		$10.8M Sell
36,376
-403
-1% -$110K 0.47% 19
2023
Q3 		$9.69M Buy
36,779
+2,048
+6% +$584K 0.47% 21
2023
Q2 		$10.3M Buy
34,731
+1,687
+5% +$490K 0.47% 19
2023
Q1 		$9.24M Buy
33,044
+3,048
+10% +$817K 0.47% 21
2022
Q4 		$7.9M Buy
29,996
+5,336
+22% +$1.41M 0.48% 24
2022
Q3 		$5.69M Buy
24,660
+2,971
+14% +$759K 0.33% 29
2022
Q2 		$5.36M Buy
21,689
+1,023
+5% +$252K 0.3% 32
2022
Q1 		$5.11M Sell
20,666
-687
-3% -$171K 0.22% 38
2021
Q4 		$5.72M Buy
+21,353
New +$5.39M 0.23% 39

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

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

Perfromance Wealth Partners increased its McDonald's (MCD) stake by 161% in Q1 2026, buying an estimated $1.64M and bringing the position to 8,356 shares worth $2.6M. The position accounts for 0.08% of the portfolio, ranked #51.

Perfromance Wealth Partners first reported a position in MCD in Q4 2021 and has held it in 15 quarters since. The position peaked at $10.8M in Q4 2023. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Perfromance Wealth Partners held 8,356 shares of McDonald's worth $2.6M as of Q1 2026.
  • Perfromance Wealth Partners bought 5,157 McDonald's shares in Q1 2026, an estimated $1.64M.
  • McDonald's made up 0.08% of Perfromance Wealth Partners's portfolio in Q1 2026, its #51 holding.
  • Perfromance Wealth Partners first reported a position in McDonald's in Q4 2021 and has held it in 15 quarters since.
  • Perfromance Wealth Partners's McDonald's position peaked at $10.8M in Q4 2023.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.