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

Private 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	$3.29M	Buy	10,601 +340	+3%	+$108K	0.25%	52
2025 Q4	$3.14M	Sell	10,261 -792	-7%	-$243K	0.22%	59
2025 Q3	$3.36M	Sell	11,053 -110	-1%	-$33.5K	0.24%	58
2025 Q2	$3.26M	Sell	11,163 -956	-8%	-$295K	0.25%	56
2025 Q1	$3.79M	Sell	12,119 -729	-6%	-$218K	0.31%	51
2024 Q4	$3.72M	Sell	12,848 -270	-2%	-$80.5K	0.29%	53
2024 Q3	$3.99M	Sell	13,118 -68	-0.5%	-$18.7K	0.32%	50
2024 Q2	$3.36M	Buy	13,186 +3	+0%	+$796	0.25%	50
2024 Q1	$3.72M	Sell	13,183 -1,551	-11%	-$451K	0.3%	46
2023 Q4	$4.37M	Sell	14,734 -710	-5%	-$193K	0.37%	38
2023 Q3	$4.07M	Sell	15,444 -820	-5%	-$234K	0.39%	38
2023 Q2	$4.85M	Sell	16,264 -275	-2%	-$79.9K	0.45%	37
2023 Q1	$4.62M	Sell	16,539 -82	-0.5%	-$22K	0.46%	38
2022 Q4	$4.38M	Buy	16,621 +3,746	+29%	+$988K	0.5%	39
2022 Q3	$2.97M	Buy	12,875 +1,273	+11%	+$325K	0.38%	42
2022 Q2	$2.86M	Sell	11,602 -370	-3%	-$91.1K	0.33%	46
2022 Q1	$2.96M	Sell	11,972 -183	-2%	-$45.6K	0.27%	54
2021 Q4	$3.26M	Sell	12,155 -1,069	-8%	-$270K	0.28%	52
2021 Q3	$3.19M	Buy	13,224 +105	+0.8%	+$25.1K	0.3%	49
2021 Q2	$3.03M	Buy	13,119 +50	+0.4%	+$11.6K	0.28%	50
2021 Q1	$2.93M	Sell	13,069 -842	-6%	-$180K	0.31%	49
2020 Q4	$2.98M	Sell	13,911 -193	-1%	-$42K	0.32%	48
2020 Q3	$3.1M	Sell	14,104 -133	-0.9%	-$27.3K	0.36%	44
2020 Q2	$2.63M	Sell	14,237 -3,686	-21%	-$676K	0.36%	48
2020 Q1	$2.96M	Sell	17,923 -1,930	-10%	-$380K	0.5%	39
2019 Q4	$3.92M	Buy	19,853 +1,379	+7%	+$274K	0.53%	41
2019 Q3	$3.97M	Sell	18,474 -2,846	-13%	-$610K	0.62%	42
2019 Q2	$4.43M	Buy	21,320 +402	+2%	+$79.6K	0.68%	38
2019 Q1	$3.97M	Sell	20,918 -154	-0.7%	-$27.9K	0.65%	40
2018 Q4	$3.74M	Sell	21,072 -1,607	-7%	-$285K	0.72%	36
2018 Q3	$3.79M	Sell	22,679 -279	-1%	-$44.7K	0.58%	51
2018 Q2	$3.6M	Buy	22,958 +553	+2%	+$89.7K	0.6%	48
2018 Q1	$3.5M	Buy	22,405 +1,278	+6%	+$210K	0.61%	48
2017 Q4	$3.64M	Buy	21,127 +900	+4%	+$151K	0.67%	45
2017 Q3	$3.17M	Buy	20,227 +660	+3%	+$103K	0.64%	47
2017 Q2	$3M	Buy	19,567 +15,042	+332%	+$2.17M	0.65%	44
2017 Q1	$586K	Sell	4,525 -510	-10%	-$64K	0.13%	77
2016 Q4	$613K	Buy	5,035 +1,100	+28%	+$129K	0.15%	72
2016 Q3	$454K	Hold	3,935	–	–	0.11%	85
2016 Q2	$474K	Hold	3,935	–	–	0.11%	90
2016 Q1	$495K	Buy	3,935 +1,360	+53%	+$163K	0.12%	92
2015 Q4	$304K	Buy	+2,575	New	+$288K	0.07%	108
2014 Q3	–	Sell	-17,842	Closed	-$1.8M	–	178
2014 Q2	$1.8M	Buy	17,842 +100	+0.6%	+$10.1K	0.39%	67
2014 Q1	$1.74M	Sell	17,742 -914	-5%	-$87.4K	0.41%	62
2013 Q4	$1.81M	Sell	18,656 -200	-1%	-$19.2K	0.4%	66
2013 Q3	$1.81M	Sell	18,856 -950	-5%	-$92.7K	0.43%	62
2013 Q2	$1.96M	Buy	+19,806	New	+$1.98M	0.49%	59

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 Wealth Partners's MCD Position: Q1 2026 in Review

Private Wealth Partners increased its McDonald's (MCD) stake by 3.3% in Q1 2026, buying an estimated $108K and bringing the position to 10,601 shares worth $3.29M. The position accounts for 0.25% of the portfolio, ranked #52.

Private Wealth Partners first reported a position in MCD in Q2 2013 and has held it in 47 quarters since. The position peaked at $4.85M in Q2 2023. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Private Wealth Partners held 10,601 shares of McDonald's worth $3.29M as of Q1 2026.
Private Wealth Partners bought 340 McDonald's shares in Q1 2026, an estimated $108K.
McDonald's made up 0.25% of Private Wealth Partners's portfolio in Q1 2026, its #52 holding.
Private Wealth Partners first reported a position in McDonald's in Q2 2013 and has held it in 47 quarters since.
Private Wealth Partners's McDonald's position peaked at $4.85M in Q2 2023.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.