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Semus Wealth Partners’s McDonald's MCD Stock Holding History

Semus Wealth Partners’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 		$886K Buy
2,849
+9
+0.3% +$2.87K 0.49% 43
2025
Q4 		$868K Sell
2,840
-33
-1% -$10.1K 0.47% 45
2025
Q3 		$873K Sell
2,873
-16
-0.6% -$4.87K 0.49% 45
2025
Q2 		$844K Sell
2,889
-16
-0.6% -$4.93K 0.55% 42
2025
Q1 		$908K Buy
2,905
+65
+2% +$19.4K 0.63% 36
2024
Q4 		$823K Buy
2,840
+107
+4% +$31.9K 0.55% 41
2024
Q3 		$832K Sell
2,733
-72
-3% -$19.8K 0.58% 36
2024
Q2 		$715K Buy
2,805
+129
+5% +$34.2K 0.55% 38
2024
Q1 		$755K Sell
2,676
-123
-4% -$35.8K 0.64% 36
2023
Q4 		$830K Buy
2,799
+13
+0.5% +$3.54K 0.68% 31
2023
Q3 		$734K Buy
2,786
+48
+2% +$13.7K 0.68% 33
2023
Q2 		$817K Buy
2,738
+136
+5% +$39.5K 0.75% 29
2023
Q1 		$728K Sell
2,602
-31
-1% -$8.3K 0.78% 27
2022
Q4 		$694K Buy
+2,633
New +$695K 0.84% 28

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

Semus Wealth Partners's MCD Position: Q1 2026 in Review

Semus Wealth Partners increased its McDonald's (MCD) stake by 0.32% in Q1 2026, buying an estimated $2.87K and bringing the position to 2,849 shares worth $886K. The position accounts for 0.49% of the portfolio, ranked #43.

Semus Wealth Partners first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $908K in Q1 2025. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Semus Wealth Partners held 2,849 shares of McDonald's worth $886K as of Q1 2026.
  • Semus Wealth Partners bought 9 McDonald's shares in Q1 2026, an estimated $2.87K.
  • McDonald's made up 0.49% of Semus Wealth Partners's portfolio in Q1 2026, its #43 holding.
  • Semus Wealth Partners first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
  • Semus Wealth Partners's McDonald's position peaked at $908K in Q1 2025.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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