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

QP 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	–	Sell	-968	Closed	-$296K	–	93
2025 Q4	$296K	Buy	+968	New	+$296K	0.26%	79
2023 Q3	$252K	Hold	955	–	–	0.44%	59
2023 Q2	$285K	Hold	955	–	–	0.45%	51
2023 Q1	$267K	Hold	955	–	–	0.44%	54
2022 Q4	$252K	Sell	955 -100	-9%	-$26.4K	0.39%	57
2022 Q3	$247K	Buy	+1,055	New	+$270K	0.36%	52
2022 Q2	–	Sell	-1,055	Closed	-$261K	–	74
2022 Q1	$261K	Hold	1,055	–	–	0.29%	60
2021 Q4	$283K	Hold	1,055	–	–	0.3%	60
2021 Q3	$254K	Hold	1,055	–	–	0.27%	61
2021 Q2	$244K	Hold	1,055	–	–	0.25%	64
2021 Q1	$236K	Hold	1,055	–	–	0.26%	56
2020 Q4	$226K	Hold	1,055	–	–	0.25%	59
2020 Q3	$232K	Buy	+1,055	New	+$217K	0.3%	56
2020 Q1	–	Sell	-1,055	Closed	-$228K	–	80
2019 Q4	$228K	Buy	+1,055	New	+$209K	0.28%	77

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 $137B AUM 18.02% 1-Year Est. Return

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

QP Wealth Management sold out of McDonald's (MCD) in Q1 2026, closing a stake of 968 shares — an estimated $296K sold.

QP Wealth Management first reported a position in MCD in Q4 2019 and held it in 14 quarters. The position peaked at $296K in Q4 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

QP Wealth Management reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
QP Wealth Management sold 968 McDonald's shares in Q1 2026, an estimated $296K.
QP Wealth Management first reported a position in McDonald's in Q4 2019 and held it in 14 quarters.
QP Wealth Management's McDonald's position peaked at $296K in Q4 2025.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on QP Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.