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Royal Capital Wealth Management’s McDonald's MCD Stock Holding History

Royal Capital 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 		$1.96M Sell
6,294
-22
-0.3% -$7.01K 1.22% 21
2025
Q4 		$1.93M Sell
6,316
-1
-0% -$306 1.14% 22
2025
Q3 		$1.92M Sell
6,317
-117
-2% -$35.6K 1.18% 22
2025
Q2 		$1.88M Sell
6,434
-27
-0.4% -$8.32K 1.25% 21
2025
Q1 		$2.02M Sell
6,461
-1,330
-17% -$398K 1.41% 20
2024
Q4 		$2.26M Sell
7,791
-121
-2% -$36.1K 1.58% 18
2024
Q3 		$2.41M Sell
7,912
-144
-2% -$39.7K 1.7% 17
2024
Q2 		$2.05M Sell
8,056
-1,532
-16% -$406K 1.55% 18
2024
Q1 		$2.7M Buy
9,588
+23
+0.2% +$6.69K 2.12% 16
2023
Q4 		$2.84M Buy
9,565
+16
+0.2% +$4.36K 2.46% 10
2023
Q3 		$2.52M Buy
9,549
+629
+7% +$179K 2.41% 12
2023
Q2 		$2.66M Sell
8,920
-3
-0% -$872 2.51% 13
2023
Q1 		$2.5M Sell
8,923
-186
-2% -$49.8K 2.51% 13
2022
Q4 		$2.4M Buy
9,109
+13
+0.1% +$3.43K 2.55% 13
2022
Q3 		$2.1M Buy
9,096
+12
+0.1% +$3.07K 2.45% 13
2022
Q2 		$2.24M Sell
9,084
-37
-0.4% -$9.11K 2.43% 11
2022
Q1 		$2.25M Buy
9,121
+533
+6% +$133K 2.21% 14
2021
Q4 		$2.3M Buy
+8,588
New +$2.17M 2.23% 12

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 $147M AUM 25.76% 1-Year Est. Return

Royal Capital Wealth Management's MCD Position: Q1 2026 in Review

Royal Capital Wealth Management reduced its McDonald's (MCD) stake by 0.35% in Q1 2026, selling an estimated $7.01K and leaving 6,294 shares worth $1.96M. The position accounts for 1.22% of the portfolio, ranked #21.

Royal Capital Wealth Management first reported a position in MCD in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.84M in Q4 2023. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Royal Capital Wealth Management held 6,294 shares of McDonald's worth $1.96M as of Q1 2026.
  • Royal Capital Wealth Management sold 22 McDonald's shares in Q1 2026, an estimated $7.01K.
  • McDonald's made up 1.22% of Royal Capital Wealth Management's portfolio in Q1 2026, its #21 holding.
  • Royal Capital Wealth Management first reported a position in McDonald's in Q4 2021 and has held it in 18 quarters since.
  • Royal Capital Wealth Management's McDonald's position peaked at $2.84M in Q4 2023.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Royal Capital Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.