Rede Wealth’s McDonald's MCD Stock Holding History

Rede 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	$1.11M	Hold	3,558	–	–	0.4%	28
2025 Q4	$1.09M	Buy	3,558 +2,291	+181%	+$702K	0.38%	27
2025 Q3	$385K	Sell	1,267 -2,367	-65%	-$720K	0.3%	65
2025 Q2	$1.06M	Hold	3,634	–	–	0.38%	28
2025 Q1	$1.14M	Hold	3,634	–	–	0.4%	25
2024 Q4	$1.05M	Sell	3,634 -4	-0.1%	-$1.19K	0.4%	27
2024 Q3	$1.11M	Hold	3,638	–	–	0.42%	26
2024 Q2	$927K	Sell	3,638 -6	-0.2%	-$1.59K	0.85%	27
2024 Q1	$1.03M	Buy	3,644 +1	+0%	+$291	0.43%	27
2023 Q4	$1.08M	Hold	3,643	–	–	0.51%	25
2023 Q3	$960K	Sell	3,643 -200	-5%	-$57K	0.48%	22
2023 Q2	$1.15M	Buy	3,843 +1	+0%	+$291	0.54%	22
2023 Q1	$1.07M	Buy	3,842 +2	+0.1%	+$536	0.56%	22
2022 Q4	$1.01M	Hold	3,840	–	–	0.54%	24
2022 Q3	$886K	Buy	3,840 +1	+0%	+$256	0.53%	21
2022 Q2	$948K	Hold	3,839	–	–	0.55%	23
2022 Q1	$949K	Hold	3,839	–	–	0.45%	31
2021 Q4	$1.03M	Buy	3,839 +1	+0%	+$252	0.52%	26
2021 Q3	$925K	Hold	3,838	–	–	0.49%	31
2021 Q2	$887K	Hold	3,838	–	–	0.47%	29
2021 Q1	$860K	Sell	3,838 -6	-0.2%	-$1.28K	0.5%	30
2020 Q4	$824K	Buy	+3,844	New	+$836K	0.56%	27

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

Rede Wealth's MCD Position: Q1 2026 in Review

Rede Wealth held its McDonald's (MCD) position steady in Q1 2026 at 3,558 shares worth $1.11M. The position accounts for 0.4% of the portfolio, ranked #28.

Rede Wealth first reported a position in MCD in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.15M in Q2 2023. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Rede Wealth held 3,558 shares of McDonald's worth $1.11M as of Q1 2026.
Rede Wealth left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.4% of Rede Wealth's portfolio in Q1 2026, its #28 holding.
Rede Wealth first reported a position in McDonald's in Q4 2020 and has held it in 22 quarters since.
Rede Wealth's McDonald's position peaked at $1.15M in Q2 2023.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Rede Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.