Petros Family Wealth’s McDonald's MCD Stock Holding History

Petros Family 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	–	Sell	-847	Closed	-$259K	–	143
2025 Q4	$259K	Buy	+847	New	+$259K	0.17%	120

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $147M AUM 25.76% 1-Year Est. Return

Petros Family Wealth's MCD Position: Q1 2026 in Review

Petros Family Wealth sold out of McDonald's (MCD) in Q1 2026, closing a stake of 847 shares — an estimated $259K sold.

Petros Family Wealth first reported a position in MCD in Q4 2025 and held it in 1 quarter. The position peaked at $259K in Q4 2025. 3,579 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Petros Family Wealth reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
Petros Family Wealth sold 847 McDonald's shares in Q1 2026, an estimated $259K.
Petros Family Wealth first reported a position in McDonald's in Q4 2025 and held it in 1 quarter.
Petros Family Wealth's McDonald's position peaked at $259K in Q4 2025.
3,579 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Petros Family Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.