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

Seed 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	$438K	Hold	1,408	–	–	0.3%	53
2025 Q4	$430K	Sell	1,408 -125	-8%	-$38.3K	0.3%	54
2025 Q3	$466K	Sell	1,533 -799	-34%	-$243K	0.32%	56
2025 Q2	$681K	Hold	2,332	–	–	0.51%	51
2025 Q1	$728K	Hold	2,332	–	–	0.59%	45
2024 Q4	$676K	Hold	2,332	–	–	0.55%	47
2024 Q3	$710K	Hold	2,332	–	–	0.57%	46
2024 Q2	$594K	Hold	2,332	–	–	0.52%	47
2024 Q1	$653K	Hold	2,332	–	–	0.62%	38
2023 Q4	$693K	Hold	2,332	–	–	0.7%	35
2023 Q3	$614K	Hold	2,332	–	–	0.69%	39
2023 Q2	$696K	Hold	2,332	–	–	0.74%	35
2023 Q1	$652K	Hold	2,332	–	–	0.74%	32
2022 Q4	$615K	Buy	+2,332	New	+$615K	0.7%	35

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

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

Seed Wealth Management held its McDonald's (MCD) position steady in Q1 2026 at 1,408 shares worth $438K. The position accounts for 0.3% of the portfolio, ranked #53.

Seed Wealth Management first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $728K in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Seed Wealth Management held 1,408 shares of McDonald's worth $438K as of Q1 2026.
Seed Wealth Management left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.3% of Seed Wealth Management's portfolio in Q1 2026, its #53 holding.
Seed Wealth Management first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
Seed Wealth Management's McDonald's position peaked at $728K in Q1 2025.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Seed Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.