Seven Springs Wealth Group’s McDonald's MCD Stock Holding History

Seven Springs Wealth Group’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	$228K	Hold	735	–	–	0.05%	76
2025 Q4	$225K	Hold	735	–	–	0.06%	78
2025 Q3	$223K	Hold	735	–	–	0.05%	78
2025 Q2	$215K	Hold	735	–	–	0.05%	80
2025 Q1	$230K	Hold	735	–	–	0.08%	72
2024 Q4	$213K	Hold	735	–	–	0.08%	73
2024 Q3	$224K	Buy	+735	New	+$203K	0.08%	66
2024 Q2	–	Sell	-735	Closed	-$207K	–	64
2024 Q1	$207K	Hold	735	–	–	0.08%	62
2023 Q4	$218K	Buy	+735	New	+$200K	0.1%	58
2023 Q3	–	Sell	-735	Closed	-$219K	–	59
2023 Q2	$219K	Hold	735	–	–	0.1%	58
2023 Q1	$206K	Buy	+735	New	+$197K	0.1%	60
2022 Q4	–	Sell	-903	Closed	-$208K	–	62
2022 Q3	$208K	Buy	+903	New	+$231K	0.11%	57
2021 Q2	–	Sell	-735	Closed	-$165K	–	118
2021 Q1	$165K	Hold	735	–	–	0.08%	60
2020 Q4	$158K	Hold	735	–	–	0.08%	56
2020 Q3	$161K	Hold	735	–	–	0.1%	53
2020 Q2	$136K	Hold	735	–	–	0.09%	54
2020 Q1	$122K	Hold	735	–	–	0.09%	60
2019 Q4	$145K	Buy	+735	New	+$146K	0.1%	62

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

Seven Springs Wealth Group's MCD Position: Q1 2026 in Review

Seven Springs Wealth Group held its McDonald's (MCD) position steady in Q1 2026 at 735 shares worth $228K. The position accounts for 0.05% of the portfolio, ranked #76.

Seven Springs Wealth Group first reported a position in MCD in Q4 2019 and has held it in 18 quarters since. The position peaked at $230K in Q1 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Seven Springs Wealth Group held 735 shares of McDonald's worth $228K as of Q1 2026.
Seven Springs Wealth Group left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.05% of Seven Springs Wealth Group's portfolio in Q1 2026, its #76 holding.
Seven Springs Wealth Group first reported a position in McDonald's in Q4 2019 and has held it in 18 quarters since.
Seven Springs Wealth Group's McDonald's position peaked at $230K in Q1 2025.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Seven Springs Wealth Group's 13F filing for Q1 2026, filed 14 May 2026.