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Purpose Unlimited Inc’s McDonald's MCD Stock Holding History

Purpose Unlimited Inc’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 		$799K Buy
2,571
+2,471
+2,471% +$787K 0.03% 135
2025
Q4 		$30.6K Buy
+100
New +$30.6K ﹤0.01% 254

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $147M AUM 25.76% 1-Year Est. Return

Purpose Unlimited Inc's MCD Position: Q1 2026 in Review

Purpose Unlimited Inc increased its McDonald's (MCD) stake by 2,471% in Q1 2026, buying an estimated $787K and bringing the position to 2,571 shares worth $799K. The position accounts for 0.03% of the portfolio, ranked #135.

Purpose Unlimited Inc first reported a position in MCD in Q4 2025 and has held it in 2 quarters since. 3,575 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Purpose Unlimited Inc held 2,571 shares of McDonald's worth $799K as of Q1 2026.
  • Purpose Unlimited Inc bought 2,471 McDonald's shares in Q1 2026, an estimated $787K.
  • McDonald's made up 0.03% of Purpose Unlimited Inc's portfolio in Q1 2026, its #135 holding.
  • Purpose Unlimited Inc first reported a position in McDonald's in Q4 2025 and has held it in 2 quarters since.
  • 3,575 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.