Ridgecrest Wealth Partners’s McDonald's MCD Stock Holding History

Ridgecrest Wealth Partners’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	$500K	Buy	1,609 +35	+2%	+$11.2K	0.28%	59
2025 Q4	$481K	Sell	1,574 -772	-33%	-$236K	0.26%	58
2025 Q3	$713K	Sell	2,346 -3	-0.1%	-$913	0.32%	55
2025 Q2	$686K	Buy	2,349 +14	+0.6%	+$4.32K	0.36%	52
2025 Q1	$729K	Sell	2,335 -200	-8%	-$59.8K	0.38%	51
2024 Q4	$735K	Hold	2,535	–	–	0.4%	46
2024 Q3	$772K	Buy	2,535 +100	+4%	+$27.6K	0.4%	46
2024 Q2	$621K	Hold	2,435	–	–	0.37%	50
2024 Q1	$687K	Hold	2,435	–	–	0.41%	49
2023 Q4	$722K	Hold	2,435	–	–	0.48%	44
2023 Q3	$641K	Buy	2,435 +1	+0%	+$285	0.45%	46
2023 Q2	$726K	Hold	2,434	–	–	0.48%	39
2023 Q1	$681K	Hold	2,434	–	–	0.48%	40
2022 Q4	$641K	Hold	2,434	–	–	0.49%	40
2022 Q3	$562K	Hold	2,434	–	–	0.46%	46
2022 Q2	$601K	Buy	2,434 +111	+5%	+$27.3K	0.44%	46
2022 Q1	$574K	Hold	2,323	–	–	0.36%	55
2021 Q4	$623K	Hold	2,323	–	–	0.3%	63
2021 Q3	$560K	Buy	2,323 +764	+49%	+$182K	0.31%	62
2021 Q2	$360K	Buy	1,559 +68	+5%	+$15.8K	0.22%	77
2021 Q1	$334K	Buy	+1,491	New	+$319K	0.32%	63

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

Ridgecrest Wealth Partners's MCD Position: Q1 2026 in Review

Ridgecrest Wealth Partners increased its McDonald's (MCD) stake by 2.2% in Q1 2026, buying an estimated $11.2K and bringing the position to 1,609 shares worth $500K. The position accounts for 0.28% of the portfolio, ranked #59.

Ridgecrest Wealth Partners first reported a position in MCD in Q1 2021 and has held it in 21 quarters since. The position peaked at $772K in Q3 2024. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Ridgecrest Wealth Partners held 1,609 shares of McDonald's worth $500K as of Q1 2026.
Ridgecrest Wealth Partners bought 35 McDonald's shares in Q1 2026, an estimated $11.2K.
McDonald's made up 0.28% of Ridgecrest Wealth Partners's portfolio in Q1 2026, its #59 holding.
Ridgecrest Wealth Partners first reported a position in McDonald's in Q1 2021 and has held it in 21 quarters since.
Ridgecrest Wealth Partners's McDonald's position peaked at $772K in Q3 2024.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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