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Powers Advisory Group’s McDonald's MCD Stock Holding History

Powers Advisory Group’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 		$2.01M Buy
6,482
+22
+0.3% +$7.01K 0.71% 27
2025
Q4 		$1.97M Buy
6,460
+101
+2% +$30.9K 0.74% 27
2025
Q3 		$1.93M Sell
6,359
-114
-2% -$34.7K 0.77% 23
2025
Q2 		$1.89M Buy
6,473
+27
+0.4% +$8.32K 0.83% 22
2025
Q1 		$2.01M Buy
6,446
+122
+2% +$36.5K 0.96% 19
2024
Q4 		$1.83M Sell
6,324
-79
-1% -$23.6K 0.92% 20
2024
Q3 		$1.95M Buy
6,403
+27
+0.4% +$7.44K 0.97% 21
2024
Q2 		$1.62M Buy
6,376
+170
+3% +$45.1K 0.89% 22
2024
Q1 		$1.75M Sell
6,206
-266
-4% -$77.4K 1% 20
2023
Q4 		$1.92M Sell
6,472
-151
-2% -$41.1K 1.18% 19
2023
Q3 		$1.74M Buy
6,623
+21
+0.3% +$5.99K 1.19% 21
2023
Q2 		$1.97M Sell
6,602
-128
-2% -$37.2K 1.31% 19
2023
Q1 		$1.88M Sell
6,730
-5
-0.1% -$1.34K 1.32% 18
2022
Q4 		$1.77M Buy
6,735
+64
+1% +$16.9K 1.31% 18
2022
Q3 		$1.54M Hold
6,671
– – 1.23% 21
2022
Q2 		$1.65M Sell
6,671
-288
-4% -$70.9K 1.27% 18
2022
Q1 		$1.72M Buy
6,959
+88
+1% +$21.9K 1.2% 21
2021
Q4 		$1.84M Buy
+6,871
New +$1.73M 1.3% 19

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

Powers Advisory Group's MCD Position: Q1 2026 in Review

Powers Advisory Group increased its McDonald's (MCD) stake by 0.34% in Q1 2026, buying an estimated $7.01K and bringing the position to 6,482 shares worth $2.01M. The position accounts for 0.71% of the portfolio, ranked #27.

Powers Advisory Group first reported a position in MCD in Q4 2021 and has held it in 18 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Powers Advisory Group held 6,482 shares of McDonald's worth $2.01M as of Q1 2026.
  • Powers Advisory Group bought 22 McDonald's shares in Q1 2026, an estimated $7.01K.
  • McDonald's made up 0.71% of Powers Advisory Group's portfolio in Q1 2026, its #27 holding.
  • Powers Advisory Group first reported a position in McDonald's in Q4 2021 and has held it in 18 quarters since.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Powers Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.