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Principle Wealth Partners’s McDonald's MCD Stock Holding History

Principle 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 		$21.4M Sell
68,838
-63
-0.1% -$20.1K 1.22% 17
2025
Q4 		$21.1M Buy
68,901
+726
+1% +$222K 1.18% 17
2025
Q3 		$20.7M Sell
68,175
-33
-0% -$10K 1.2% 15
2025
Q2 		$19.9M Buy
68,208
+563
+0.8% +$174K 1.24% 14
2025
Q1 		$21.1M Sell
67,645
-134
-0.2% -$40.1K 1.51% 15
2024
Q4 		$19.6M Sell
67,779
-173
-0.3% -$51.6K 1.38% 14
2024
Q3 		$20.7M Buy
67,952
+209
+0.3% +$57.6K 1.47% 14
2024
Q2 		$17.3M Sell
67,743
-275
-0.4% -$73K 1.31% 14
2024
Q1 		$19.2M Buy
68,018
+55
+0.1% +$16K 1.5% 12
2023
Q4 		$20.2M Buy
67,963
+380
+0.6% +$103K 1.73% 10
2023
Q3 		$17.8M Buy
67,583
+5,294
+8% +$1.51M 1.79% 8
2023
Q2 		$18.6M Buy
62,289
+67
+0.1% +$19.5K 1.87% 10
2023
Q1 		$17.4M Buy
62,222
+179
+0.3% +$48K 1.86% 9
2022
Q4 		$16.4M Sell
62,043
-380
-0.6% -$100K 1.85% 12
2022
Q3 		$14.4K Buy
62,423
+33,863
+119% +$8.66M 1.36% 14
2022
Q2 		$7.05M Sell
28,560
-877
-3% -$216K 0.85% 24
2022
Q1 		$7.28M Buy
29,437
+1,518
+5% +$378K 0.77% 25
2021
Q4 		$7.48M Buy
27,919
+79
+0.3% +$19.9K 0.79% 23
2021
Q3 		$6.71M Buy
27,840
+133
+0.5% +$31.7K 0.78% 23
2021
Q2 		$6.4M Buy
27,707
+133
+0.5% +$30.9K 0.73% 27
2021
Q1 		$6.18M Buy
27,574
+1,497
+6% +$320K 0.72% 28
2020
Q4 		$5.6M Buy
26,077
+20,059
+333% +$4.36M 0.74% 28
2020
Q3 		$1.32M Hold
6,018
– – 0.37% 44
2020
Q2 		$1.11M Hold
6,018
– – 0.33% 49
2020
Q1 		$995K Sell
6,018
-74
-1% -$14.6K 0.37% 47
2019
Q4 		$1.2M Hold
6,092
– – 0.38% 51
2019
Q3 		$1.31M Buy
6,092
+500
+9% +$107K 0.45% 49
2019
Q2 		$1.16M Buy
5,592
+2,946
+111% +$584K 0.6% 41
2019
Q1 		$502K Buy
2,646
+1,162
+78% +$211K 0.29% 59
2018
Q4 		$264K Buy
+1,484
New +$263K 0.22% 88

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

Principle Wealth Partners's MCD Position: Q1 2026 in Review

Principle Wealth Partners reduced its McDonald's (MCD) stake by 0.09% in Q1 2026, selling an estimated $20.1K and leaving 68,838 shares worth $21.4M. The position accounts for 1.22% of the portfolio, ranked #17.

Principle Wealth Partners first reported a position in MCD in Q4 2018 and has held it in 30 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Principle Wealth Partners held 68,838 shares of McDonald's worth $21.4M as of Q1 2026.
  • Principle Wealth Partners sold 63 McDonald's shares in Q1 2026, an estimated $20.1K.
  • McDonald's made up 1.22% of Principle Wealth Partners's portfolio in Q1 2026, its #17 holding.
  • Principle Wealth Partners first reported a position in McDonald's in Q4 2018 and has held it in 30 quarters since.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.