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River Wealth Advisors’s McDonald's MCD Stock Holding History

River Wealth Advisors’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 		$351K Sell
1,128
-45
-4% -$14.3K 0.04% 169
2025
Q4 		$359K Sell
1,173
-846
-42% -$259K 0.04% 168
2025
Q3 		$614K Sell
2,019
-12
-0.6% -$3.65K 0.07% 142
2025
Q2 		$593K Sell
2,031
-100
-5% -$30.8K 0.07% 147
2025
Q1 		$666K Sell
2,131
-134
-6% -$40.1K 0.09% 130
2024
Q4 		$657K Sell
2,265
-657
-22% -$196K 0.09% 136
2024
Q3 		$890K Sell
2,922
-1,381
-32% -$381K 0.12% 116
2024
Q2 		$1.1M Buy
4,303
+138
+3% +$36.6K 0.16% 105
2024
Q1 		$1.17M Sell
4,165
-102
-2% -$29.7K 0.17% 106
2023
Q4 		$1.27M Sell
4,267
-81
-2% -$22K 0.2% 101
2023
Q3 		$1.15M Sell
4,348
-18
-0.4% -$5.13K 0.2% 104
2023
Q2 		$1.3M Sell
4,366
-27
-0.6% -$7.84K 0.22% 103
2023
Q1 		$1.23M Sell
4,393
-344
-7% -$92.2K 0.22% 105
2022
Q4 		$1.25M Buy
4,737
+19
+0.4% +$5.01K 0.24% 98
2022
Q3 		$1.09M Buy
4,718
+284
+6% +$72.6K 0.23% 99
2022
Q2 		$1.09M Sell
4,434
-31
-0.7% -$7.63K 0.2% 108
2022
Q1 		$1.1M Sell
4,465
-145
-3% -$36.1K 0.18% 113
2021
Q4 		$1.24M Buy
4,610
+262
+6% +$66.2K 0.19% 108
2021
Q3 		$1.05M Buy
4,348
+23
+0.5% +$5.49K 0.18% 109
2021
Q2 		$999K Sell
4,325
-145
-3% -$33.7K 0.17% 112
2021
Q1 		$1M Buy
4,470
+465
+12% +$99.4K 0.19% 107
2020
Q4 		$859K Buy
4,005
+279
+7% +$60.7K 0.19% 108
2020
Q3 		$818K Buy
3,726
+1,266
+51% +$260K 0.21% 102
2020
Q2 		$454K Buy
+2,460
New +$451K 0.14% 125
2019
Q1 		– Sell
-456
Closed -$81K – 350
2018
Q4 		$81K Sell
456
-72
-14% -$12.8K 0.04% 201
2018
Q3 		$88K Sell
528
-99
-16% -$15.9K 0.03% 215
2018
Q2 		$98K Buy
+627
New +$102K 0.04% 202

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

River Wealth Advisors's MCD Position: Q1 2026 in Review

River Wealth Advisors reduced its McDonald's (MCD) stake by 3.8% in Q1 2026, selling an estimated $14.3K and leaving 1,128 shares worth $351K. The position accounts for 0.04% of the portfolio, ranked #169.

River Wealth Advisors first reported a position in MCD in Q2 2018 and has held it in 27 quarters since. The position peaked at $1.3M in Q2 2023. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • River Wealth Advisors held 1,128 shares of McDonald's worth $351K as of Q1 2026.
  • River Wealth Advisors sold 45 McDonald's shares in Q1 2026, an estimated $14.3K.
  • McDonald's made up 0.04% of River Wealth Advisors's portfolio in Q1 2026, its #169 holding.
  • River Wealth Advisors first reported a position in McDonald's in Q2 2018 and has held it in 27 quarters since.
  • River Wealth Advisors's McDonald's position peaked at $1.3M in Q2 2023.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.