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Pines Wealth Management’s McDonald's MCD Stock Holding History

Pines 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 		$1.32M Sell
4,237
-27
-0.6% -$8.6K 0.43% 64
2025
Q4 		$1.3M Buy
4,264
+158
+4% +$48.4K 0.42% 60
2025
Q3 		$1.25M Buy
4,106
+105
+3% +$32K 0.42% 57
2025
Q2 		$1.18M Buy
4,001
+240
+6% +$74K 0.42% 58
2025
Q1 		$1.13M Sell
3,761
-673
-15% -$201K 0.52% 47
2024
Q4 		$1.25M Buy
+4,434
New +$1.32M 0.54% 45

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

Pines Wealth Management's MCD Position: Q1 2026 in Review

Pines Wealth Management reduced its McDonald's (MCD) stake by 0.63% in Q1 2026, selling an estimated $8.6K and leaving 4,237 shares worth $1.32M. The position accounts for 0.43% of the portfolio, ranked #64.

Pines Wealth Management first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Pines Wealth Management held 4,237 shares of McDonald's worth $1.32M as of Q1 2026.
  • Pines Wealth Management sold 27 McDonald's shares in Q1 2026, an estimated $8.6K.
  • McDonald's made up 0.43% of Pines Wealth Management's portfolio in Q1 2026, its #64 holding.
  • Pines Wealth Management first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.