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Physician Wealth Advisors’s McDonald's MCD Stock Holding History

Physician Wealth Advisors’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 		$652K Sell
2,099
-3
-0.1% -$956 0.09% 89
2025
Q4 		$642K Buy
2,102
+33
+2% +$10.1K 0.09% 90
2025
Q3 		$629K Buy
2,069
+146
+8% +$44.4K 0.09% 90
2025
Q2 		$562K Buy
1,923
+24
+1% +$7.4K 0.09% 90
2025
Q1 		$593K Buy
1,899
+6
+0.3% +$1.79K 0.1% 87
2024
Q4 		$549K Buy
1,893
+28
+2% +$8.35K 0.09% 89
2024
Q3 		$584K Buy
1,865
+98
+6% +$27K 0.11% 83
2024
Q2 		$454K Buy
1,767
+17
+1% +$4.51K 0.08% 99
2024
Q1 		$465K Buy
1,750
+141
+9% +$41K 0.1% 93
2023
Q4 		$480K Sell
1,609
-12
-0.7% -$3.27K 0.11% 90
2023
Q3 		$405K Buy
1,621
+4
+0.2% +$1.14K 0.1% 91
2023
Q2 		$477K Buy
1,617
+5
+0.3% +$1.45K 0.12% 81
2023
Q1 		$469K Buy
1,612
+5
+0.3% +$1.34K 0.12% 82
2022
Q4 		$433K Buy
1,607
+5
+0.3% +$1.32K 0.12% 85
2022
Q3 		$383K Sell
1,602
-9
-0.6% -$2.3K 0.12% 88
2022
Q2 		$426K Buy
1,611
+26
+2% +$6.4K 0.12% 86
2022
Q1 		$403K Buy
1,585
+162
+11% +$40.4K 0.11% 95
2021
Q4 		$380K Sell
1,423
-102
-7% -$25.8K 0.1% 103
2021
Q3 		$369K Buy
1,525
+2
+0.1% +$477 0.1% 102
2021
Q2 		$364K Sell
1,523
-10
-0.7% -$2.33K 0.1% 103
2021
Q1 		$351K Buy
1,533
+1
+0.1% +$214 0.11% 99
2020
Q4 		$330K Sell
1,532
-74
-5% -$16.1K 0.11% 97
2020
Q3 		$341K Buy
1,606
+2
+0.1% +$411 0.14% 87
2020
Q2 		$327K Buy
1,604
+12
+0.8% +$2.2K 0.13% 96
2020
Q1 		$297K Buy
1,592
+500
+46% +$98.5K 0.15% 80
2019
Q4 		$226K Buy
+1,092
New +$217K 0.1% 104

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

Physician Wealth Advisors's MCD Position: Q1 2026 in Review

Physician Wealth Advisors reduced its McDonald's (MCD) stake by 0.14% in Q1 2026, selling an estimated $956 and leaving 2,099 shares worth $652K. The position accounts for 0.09% of the portfolio, ranked #89.

Physician Wealth Advisors first reported a position in MCD in Q4 2019 and has held it in 26 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Physician Wealth Advisors held 2,099 shares of McDonald's worth $652K as of Q1 2026.
  • Physician Wealth Advisors sold 3 McDonald's shares in Q1 2026, an estimated $956.
  • McDonald's made up 0.09% of Physician Wealth Advisors's portfolio in Q1 2026, its #89 holding.
  • Physician Wealth Advisors first reported a position in McDonald's in Q4 2019 and has held it in 26 quarters since.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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