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

RBA 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 		$256K Hold
824
– – 0.09% 87
2025
Q4 		$252K Sell
824
-7
-0.8% -$2.14K 0.09% 86
2025
Q3 		$253K Sell
831
-4
-0.5% -$1.22K 0.09% 85
2025
Q2 		$244K Sell
835
-6
-0.7% -$1.85K 0.09% 89
2025
Q1 		$263K Sell
841
-326
-28% -$97.5K 0.1% 82
2024
Q4 		$338K Sell
1,167
-147
-11% -$43.8K 0.13% 73
2024
Q3 		$400K Sell
1,314
-71
-5% -$19.6K 0.15% 67
2024
Q2 		$353K Sell
1,385
-14,268
-91% -$3.79M 0.14% 71
2024
Q1 		$4.41M Buy
15,653
+164
+1% +$47.7K 1.79% 25
2023
Q4 		$4.59M Buy
15,489
+392
+3% +$107K 2% 19
2023
Q3 		$3.98M Buy
15,097
+13,670
+958% +$3.9M 1.91% 23
2023
Q2 		$426K Sell
1,427
-99
-6% -$28.8K 0.2% 65
2023
Q1 		$427K Sell
1,526
-169
-10% -$45.3K 0.21% 65
2022
Q4 		$447K Buy
1,695
+60
+4% +$15.8K 0.23% 64
2022
Q3 		$377K Sell
1,635
-1
-0.1% -$256 0.22% 64
2022
Q2 		$404K Buy
1,636
+119
+8% +$29.3K 0.22% 64
2022
Q1 		$375K Sell
1,517
-10
-0.7% -$2.49K 0.18% 74
2021
Q4 		$409K Buy
+1,527
New +$386K 0.19% 77
2021
Q2 		– Sell
-2,095
Closed -$470K – 186
2021
Q1 		$470K Sell
2,095
-14
-0.7% -$2.99K 0.4% 49
2020
Q4 		$453K Buy
2,109
+72
+4% +$15.7K 0.27% 77
2020
Q3 		$447K Sell
2,037
-9
-0.4% -$1.85K 0.3% 78
2020
Q2 		$377K Sell
2,046
-160
-7% -$29.3K 0.27% 82
2020
Q1 		$365K Sell
2,206
-89
-4% -$17.5K 0.32% 75
2019
Q4 		$453K Sell
2,295
-75
-3% -$14.9K 0.31% 71
2019
Q3 		$509K Sell
2,370
-30
-1% -$6.43K 0.39% 55
2019
Q2 		$498K Sell
2,400
-47
-2% -$9.31K 0.38% 55
2019
Q1 		$463K Buy
+2,447
New +$444K 0.36% 56

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

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

RBA Wealth Management held its McDonald's (MCD) position steady in Q1 2026 at 824 shares worth $256K. The position accounts for 0.09% of the portfolio, ranked #87.

RBA Wealth Management first reported a position in MCD in Q1 2019 and has held it in 27 quarters since. The position peaked at $4.59M in Q4 2023. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • RBA Wealth Management held 824 shares of McDonald's worth $256K as of Q1 2026.
  • RBA Wealth Management left its McDonald's share count unchanged in Q1 2026.
  • McDonald's made up 0.09% of RBA Wealth Management's portfolio in Q1 2026, its #87 holding.
  • RBA Wealth Management first reported a position in McDonald's in Q1 2019 and has held it in 27 quarters since.
  • RBA Wealth Management's McDonald's position peaked at $4.59M in Q4 2023.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on RBA Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.