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Provident Wealth Management’s McDonald's MCD Stock Holding History

Provident Wealth Management’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 		$302K Hold
972
– – 0.09% 60
2025
Q4 		$297K Hold
972
– – 0.09% 63
2025
Q3 		$295K Sell
972
-13
-1% -$3.96K 0.09% 66
2025
Q2 		$288K Sell
985
-20
-2% -$6.17K 0.09% 64
2025
Q1 		$314K Buy
1,005
+20
+2% +$5.98K 0.11% 57
2024
Q4 		$286K Buy
985
+20
+2% +$5.96K 0.1% 62
2024
Q3 		$294K Hold
965
– – 0.1% 64
2024
Q2 		$246K Sell
965
-32
-3% -$8.49K 0.09% 68
2024
Q1 		$281K Buy
997
+32
+3% +$9.31K 0.11% 56
2023
Q4 		$286K Hold
965
– – 0.13% 52
2023
Q3 		$254K Hold
965
– – 0.12% 53
2023
Q2 		$288K Sell
965
-2
-0.2% -$581 0.14% 50
2023
Q1 		$270K Buy
967
+75
+8% +$20.1K 0.14% 50
2022
Q4 		$235K Sell
892
-2
-0.2% -$528 0.14% 51
2022
Q3 		$206K Hold
894
– – 0.12% 54
2022
Q2 		$221K Sell
894
-12
-1% -$2.96K 0.14% 54
2022
Q1 		$224K Buy
906
+29
+3% +$7.22K 0.14% 60
2021
Q4 		$235K Hold
877
– – 0.15% 49
2021
Q3 		$211K Hold
877
– – 0.16% 50
2021
Q2 		$203K Buy
+877
New +$204K 0.17% 52
2020
Q4 		– Sell
-877
Closed -$192K – 177
2020
Q3 		$192K Sell
877
-346
-28% -$71K 0.22% 44
2020
Q2 		$226K Sell
1,223
-36
-3% -$6.6K 0.25% 37
2020
Q1 		$208K Sell
1,259
-81
-6% -$16K 0.25% 42
2019
Q4 		$265K Buy
+1,340
New +$266K 0.24% 41

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

Provident Wealth Management's MCD Position: Q1 2026 in Review

Provident Wealth Management held its McDonald's (MCD) position steady in Q1 2026 at 972 shares worth $302K. The position accounts for 0.09% of the portfolio, ranked #60.

Provident Wealth Management first reported a position in MCD in Q4 2019 and has held it in 24 quarters since. The position peaked at $314K in Q1 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Provident Wealth Management held 972 shares of McDonald's worth $302K as of Q1 2026.
  • Provident Wealth Management left its McDonald's share count unchanged in Q1 2026.
  • McDonald's made up 0.09% of Provident Wealth Management's portfolio in Q1 2026, its #60 holding.
  • Provident Wealth Management first reported a position in McDonald's in Q4 2019 and has held it in 24 quarters since.
  • Provident Wealth Management's McDonald's position peaked at $314K in Q1 2025.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Provident Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.