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

Rialto 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	$219K	Buy	706 +28	+4%	+$8.92K	0.05%	150
2025 Q4	$207K	Buy	678 +2	+0.3%	+$613	0.05%	156
2025 Q3	$205K	Buy	676 +1	+0.1%	+$304	0.05%	150
2025 Q2	$197K	Buy	675 +3	+0.4%	+$925	0.06%	152
2025 Q1	$210K	Sell	672 -492	-42%	-$147K	0.07%	147
2024 Q4	$337K	Buy	+1,164	New	+$347K	0.11%	110

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

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

Rialto Wealth Management increased its McDonald's (MCD) stake by 4.1% in Q1 2026, buying an estimated $8.92K and bringing the position to 706 shares worth $219K. The position accounts for 0.05% of the portfolio, ranked #150.

Rialto Wealth Management first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. The position peaked at $337K in Q4 2024. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Rialto Wealth Management held 706 shares of McDonald's worth $219K as of Q1 2026.
Rialto Wealth Management bought 28 McDonald's shares in Q1 2026, an estimated $8.92K.
McDonald's made up 0.05% of Rialto Wealth Management's portfolio in Q1 2026, its #150 holding.
Rialto Wealth Management first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
Rialto Wealth Management's McDonald's position peaked at $337K in Q4 2024.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.