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

RKL 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 		$2.66M Sell
8,571
-221
-3% -$70.4K 0.24% 57
2025
Q4 		$2.69M Sell
8,792
-170
-2% -$52.1K 0.22% 56
2025
Q3 		$2.72M Sell
8,962
-1,184
-12% -$360K 0.23% 57
2025
Q2 		$2.96M Buy
10,146
+562
+6% +$173K 0.26% 55
2025
Q1 		$2.99M Sell
9,584
-257
-3% -$76.9K 0.28% 53
2024
Q4 		$2.85M Sell
9,841
-264
-3% -$78.7K 0.25% 55
2024
Q3 		$3.08M Sell
10,105
-137
-1% -$37.8K 0.28% 49
2024
Q2 		$2.61M Sell
10,242
-271
-3% -$71.9K 0.25% 54
2024
Q1 		$2.96M Buy
10,513
+184
+2% +$53.5K 0.29% 48
2023
Q4 		$3.06M Sell
10,329
-779
-7% -$212K 0.33% 46
2023
Q3 		$2.93M Buy
11,108
+1,693
+18% +$483K 0.36% 44
2023
Q2 		$2.81M Sell
9,415
-310
-3% -$90.1K 0.33% 45
2023
Q1 		$2.72M Sell
9,725
-114
-1% -$30.5K 0.34% 44
2022
Q4 		$2.59M Buy
9,839
+48
+0.5% +$12.7K 0.35% 44
2022
Q3 		$2.26M Sell
9,791
-127
-1% -$32.5K 0.33% 46
2022
Q2 		$2.45M Buy
9,918
+138
+1% +$34K 0.34% 45
2022
Q1 		$2.42M Sell
9,780
-45
-0.5% -$11.2K 0.29% 51
2021
Q4 		$2.63M Sell
9,825
-712
-7% -$180K 0.31% 47
2021
Q3 		$2.54M Sell
10,537
-263
-2% -$62.8K 0.32% 46
2021
Q2 		$2.5M Buy
10,800
+116
+1% +$27K 0.31% 44
2021
Q1 		$2.4M Sell
10,684
-1,115
-9% -$238K 0.32% 45
2020
Q4 		$2.53M Sell
11,799
-233
-2% -$50.7K 0.35% 43
2020
Q3 		$2.64M Sell
12,032
-1,332
-10% -$273K 0.42% 40
2020
Q2 		$2.46M Sell
13,364
-302
-2% -$55.4K 0.42% 40
2020
Q1 		$2.26M Sell
13,666
-1,091
-7% -$215K 0.47% 40
2019
Q4 		$2.92M Sell
14,757
-709
-5% -$141K 0.52% 40
2019
Q3 		$3.32M Sell
15,466
-776
-5% -$166K 0.63% 36
2019
Q2 		$3.37M Sell
16,242
-498
-3% -$98.6K 0.62% 38
2019
Q1 		$3.18M Sell
16,740
-293
-2% -$53.2K 0.62% 38
2018
Q4 		$3.03M Sell
17,033
-959
-5% -$170K 0.7% 37
2018
Q3 		$3.01M Sell
17,992
-351
-2% -$56.3K 0.64% 35
2018
Q2 		$2.87M Sell
18,343
-1,168
-6% -$189K 0.65% 35
2018
Q1 		$3.05M Sell
19,511
-1,791
-8% -$295K 0.72% 35
2017
Q4 		$3.66M Sell
21,302
-5,040
-19% -$846K 0.91% 30
2017
Q3 		$4.13M Sell
26,342
-5,844
-18% -$916K 1.16% 26
2017
Q2 		$4.93M Sell
32,186
-5,681
-15% -$821K 1.56% 23
2017
Q1 		$4.91M Sell
37,867
-7,257
-16% -$911K 1.97% 24
2016
Q4 		$5.49M Sell
45,124
-2,850
-6% -$334K 2.65% 18
2016
Q3 		$5.53M Buy
47,974
+910
+2% +$108K 2.79% 20
2016
Q2 		$5.71M Buy
47,064
+1,707
+4% +$214K 2.97% 16
2016
Q1 		$5.7M Buy
45,357
+5,943
+15% +$710K 3.27% 14
2015
Q4 		$4.66K Buy
39,414
+3,176
+9% +$355K 2.16% 19
2015
Q3 		$3.57M Buy
36,238
+2,584
+8% +$252K 2.25% 21
2015
Q2 		$3.2M Buy
33,654
+3,375
+11% +$326K 1.92% 25
2015
Q1 		$2.95M Sell
30,279
-4,400
-13% -$417K 1.79% 24
2014
Q4 		$3.25M Sell
34,679
-1,892
-5% -$177K 2.12% 21
2014
Q3 		$3.47M Sell
36,571
-1,515
-4% -$144K 2.42% 19
2014
Q2 		$3.84M Sell
38,086
-30
-0.1% -$3.03K 2.81% 15
2014
Q1 		$3.74M Buy
+38,116
New +$3.64M 2.83% 14

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

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

RKL Wealth Management reduced its McDonald's (MCD) stake by 2.5% in Q1 2026, selling an estimated $70.4K and leaving 8,571 shares worth $2.66M. The position accounts for 0.24% of the portfolio, ranked #57.

RKL Wealth Management first reported a position in MCD in Q1 2014 and has held it in 49 quarters since. The position peaked at $5.71M in Q2 2016. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • RKL Wealth Management held 8,571 shares of McDonald's worth $2.66M as of Q1 2026.
  • RKL Wealth Management sold 221 McDonald's shares in Q1 2026, an estimated $70.4K.
  • McDonald's made up 0.24% of RKL Wealth Management's portfolio in Q1 2026, its #57 holding.
  • RKL Wealth Management first reported a position in McDonald's in Q1 2014 and has held it in 49 quarters since.
  • RKL Wealth Management's McDonald's position peaked at $5.71M in Q2 2016.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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