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

Private 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	$566K	Buy	+1,822	New	+$580K	0.04%	195
2024 Q1	–	Sell	-675	Closed	-$200K	–	202
2023 Q4	$200K	Sell	675 -196	-23%	-$53.3K	0.03%	186
2023 Q3	$229K	Buy	+871	New	+$248K	0.05%	184

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 $147M AUM 25.76% 1-Year Est. Return

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

Private Advisory Group opened a new position in McDonald's (MCD) in Q1 2026: 1,822 shares worth $566K. The stake represents 0.04% of the portfolio and ranks #195 among its holdings. This is a return to the name: Private Advisory Group previously reported a position in MCD as recently as Q4 2023.

Private Advisory Group first reported a position in MCD in Q3 2023 and has held it in 3 quarters since. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Private Advisory Group held 1,822 shares of McDonald's worth $566K as of Q1 2026.
McDonald's was a new Private Advisory Group position in Q1 2026.
McDonald's made up 0.04% of Private Advisory Group's portfolio in Q1 2026, its #195 holding.
Private Advisory Group first reported a position in McDonald's in Q3 2023 and has held it in 3 quarters since.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.