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Redwood Wealth Management Group’s McDonald's MCD Stock Holding History

Redwood Wealth Management Group’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 		$710K Sell
2,285
-10
-0.4% -$3.19K 0.31% 68
2025
Q4 		$701K Sell
2,295
-43
-2% -$13.2K 0.29% 72
2025
Q3 		$710K Sell
2,338
-504
-18% -$153K 0.3% 68
2025
Q2 		$830K Sell
2,842
-64
-2% -$19.7K 0.37% 56
2025
Q1 		$908K Sell
2,906
-31
-1% -$9.27K 0.46% 51
2024
Q4 		$850K Sell
2,937
-16
-0.5% -$4.77K 0.41% 53
2024
Q3 		$899K Sell
2,953
-323
-10% -$89K 0.45% 54
2024
Q2 		$835K Sell
3,276
-24
-0.7% -$6.37K 0.63% 30
2024
Q1 		$930K Sell
3,300
-233
-7% -$67.8K 0.99% 28
2023
Q4 		$1.05M Sell
3,533
-16
-0.5% -$4.36K 1.16% 23
2023
Q3 		$935K Buy
3,549
+61
+2% +$17.4K 1.09% 22
2023
Q2 		$1.04M Sell
3,488
-6
-0.2% -$1.74K 1.15% 21
2023
Q1 		$977K Buy
3,494
+63
+2% +$16.9K 1.11% 22
2022
Q4 		$904K Buy
+3,431
New +$905K 1.13% 21

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

Redwood Wealth Management Group's MCD Position: Q1 2026 in Review

Redwood Wealth Management Group reduced its McDonald's (MCD) stake by 0.44% in Q1 2026, selling an estimated $3.19K and leaving 2,285 shares worth $710K. The position accounts for 0.31% of the portfolio, ranked #68.

Redwood Wealth Management Group first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.05M in Q4 2023. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Redwood Wealth Management Group held 2,285 shares of McDonald's worth $710K as of Q1 2026.
  • Redwood Wealth Management Group sold 10 McDonald's shares in Q1 2026, an estimated $3.19K.
  • McDonald's made up 0.31% of Redwood Wealth Management Group's portfolio in Q1 2026, its #68 holding.
  • Redwood Wealth Management Group first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
  • Redwood Wealth Management Group's McDonald's position peaked at $1.05M in Q4 2023.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.