Premier Path Wealth Partners’s McDonald's MCD Stock Holding History

Premier Path Wealth Partners’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	$1.66M	Buy	5,331 +493	+10%	+$157K	0.22%	102
2025 Q4	$1.48M	Sell	4,838 -34	-0.7%	-$10.4K	0.19%	111
2025 Q3	$1.48M	Sell	4,872 -157	-3%	-$47.8K	0.19%	116
2025 Q2	$1.47M	Buy	5,029 +23	+0.5%	+$7.09K	0.2%	114
2025 Q1	$1.56M	Sell	5,006 -136	-3%	-$40.7K	0.24%	98
2024 Q4	$1.49M	Buy	5,142 +300	+6%	+$89.5K	0.23%	100
2024 Q3	$1.47M	Sell	4,842 -97	-2%	-$26.7K	0.23%	105
2024 Q2	$1.26M	Sell	4,939 -79	-2%	-$21K	0.21%	115
2024 Q1	$1.41M	Buy	5,018 +45	+0.9%	+$13.1K	0.27%	94
2023 Q4	$1.47M	Buy	+4,973	New	+$1.35M	0.33%	72

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $137B AUM 18.02% 1-Year Est. Return

Premier Path Wealth Partners's MCD Position: Q1 2026 in Review

Premier Path Wealth Partners increased its McDonald's (MCD) stake by 10% in Q1 2026, buying an estimated $157K and bringing the position to 5,331 shares worth $1.66M. The position accounts for 0.22% of the portfolio, ranked #102.

Premier Path Wealth Partners 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.

Premier Path Wealth Partners held 5,331 shares of McDonald's worth $1.66M as of Q1 2026.
Premier Path Wealth Partners bought 493 McDonald's shares in Q1 2026, an estimated $157K.
McDonald's made up 0.22% of Premier Path Wealth Partners's portfolio in Q1 2026, its #102 holding.
Premier Path Wealth Partners 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 Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.