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Savvy Advisors Inc’s McDonald's MCD Stock Holding History

Savvy Advisors Inc’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 		$7.03M Buy
22,606
+4,028
+22% +$1.28M 0.19% 92
2025
Q4 		$5.68M Buy
18,578
+3,253
+21% +$996K 0.18% 92
2025
Q3 		$4.66M Buy
15,325
+1,580
+11% +$481K 0.21% 81
2025
Q2 		$4.02M Buy
13,745
+1,607
+13% +$495K 0.27% 62
2025
Q1 		$3.79M Buy
12,138
+1,078
+10% +$322K 0.38% 50
2024
Q4 		$3.21M Buy
11,060
+7,858
+245% +$2.34M 0.39% 44
2024
Q3 		$975K Buy
3,202
+1,583
+98% +$436K 0.2% 106
2024
Q2 		$413K Buy
1,619
+468
+41% +$124K 0.13% 167
2024
Q1 		$325K Buy
+1,151
New +$335K 0.19% 152

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

Savvy Advisors Inc's MCD Position: Q1 2026 in Review

Savvy Advisors Inc increased its McDonald's (MCD) stake by 22% in Q1 2026, buying an estimated $1.28M and bringing the position to 22,606 shares worth $7.03M. The position accounts for 0.19% of the portfolio, ranked #92.

Savvy Advisors Inc first reported a position in MCD in Q1 2024 and has held it in 9 quarters since. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Savvy Advisors Inc held 22,606 shares of McDonald's worth $7.03M as of Q1 2026.
  • Savvy Advisors Inc bought 4,028 McDonald's shares in Q1 2026, an estimated $1.28M.
  • McDonald's made up 0.19% of Savvy Advisors Inc's portfolio in Q1 2026, its #92 holding.
  • Savvy Advisors Inc first reported a position in McDonald's in Q1 2024 and has held it in 9 quarters since.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.