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PUREfi Wealth’s McDonald's MCD Stock Holding History

PUREfi Wealth’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 		$778K Sell
2,503
-733
-23% -$234K 0.51% 47
2025
Q4 		$989K Buy
3,236
+42
+1% +$12.9K 0.76% 31
2025
Q3 		$971K Buy
3,194
+292
+10% +$88.9K 0.75% 34
2025
Q2 		$848K Buy
2,902
+471
+19% +$145K 0.68% 41
2025
Q1 		$759K Buy
2,431
+1,088
+81% +$325K 0.76% 29
2024
Q4 		$389K Buy
+1,343
New +$400K 0.38% 71

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

PUREfi Wealth's MCD Position: Q1 2026 in Review

PUREfi Wealth reduced its McDonald's (MCD) stake by 23% in Q1 2026, selling an estimated $234K and leaving 2,503 shares worth $778K. The position accounts for 0.51% of the portfolio, ranked #47.

PUREfi Wealth first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. The position peaked at $989K in Q4 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • PUREfi Wealth held 2,503 shares of McDonald's worth $778K as of Q1 2026.
  • PUREfi Wealth sold 733 McDonald's shares in Q1 2026, an estimated $234K.
  • McDonald's made up 0.51% of PUREfi Wealth's portfolio in Q1 2026, its #47 holding.
  • PUREfi Wealth first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
  • PUREfi Wealth's McDonald's position peaked at $989K in Q4 2025.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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