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Pine Harbor Wealth Management’s McDonald's MCD Stock Holding History

Pine Harbor Wealth Management’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 		$375K Buy
1,208
+1
+0.1% +$319 0.11% 66
2025
Q4 		$369K Buy
1,207
+28
+2% +$8.58K 0.11% 69
2025
Q3 		$359K Buy
1,179
+31
+3% +$9.44K 0.12% 71
2025
Q2 		$336K Buy
1,148
+160
+16% +$49.3K 0.12% 72
2025
Q1 		$309K Sell
988
-93
-9% -$27.8K 0.12% 66
2024
Q4 		$314K Sell
1,081
-150
-12% -$44.7K 0.13% 69
2024
Q3 		$375K Buy
1,231
+5
+0.4% +$1.38K 0.19% 64
2024
Q2 		$313K Sell
1,226
-8
-0.6% -$2.12K 0.18% 69
2024
Q1 		$348K Sell
1,234
-15
-1% -$4.36K 0.22% 65
2023
Q4 		$370K Buy
+1,249
New +$340K 0.28% 61

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

Pine Harbor Wealth Management's MCD Position: Q1 2026 in Review

Pine Harbor Wealth Management increased its McDonald's (MCD) stake by 0.08% in Q1 2026, buying an estimated $319 and bringing the position to 1,208 shares worth $375K. The position accounts for 0.11% of the portfolio, ranked #66.

Pine Harbor Wealth Management first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Pine Harbor Wealth Management held 1,208 shares of McDonald's worth $375K as of Q1 2026.
  • Pine Harbor Wealth Management bought 1 McDonald's share in Q1 2026, an estimated $319.
  • McDonald's made up 0.11% of Pine Harbor Wealth Management's portfolio in Q1 2026, its #66 holding.
  • Pine Harbor Wealth Management first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.