SW
MCD icon

Simplicity Wealth’s McDonald's MCD Stock Holding History

Simplicity Wealth’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 		$3.91M Buy
12,594
+1,179
+10% +$376K 0.22% 104
2025
Q4 		$3.49M Buy
11,415
+1,275
+13% +$391K 0.21% 111
2025
Q3 		$3.08M Sell
10,140
-6,395
-39% -$1.95M 0.18% 124
2025
Q2 		$4.83M Buy
16,535
+9,842
+147% +$3.03M 0.2% 114
2025
Q1 		$2.09M Buy
6,693
+4,677
+232% +$1.4M 0.16% 146
2024
Q4 		$584K Sell
2,016
-4,258
-68% -$1.27M 0.12% 143
2024
Q3 		$1.91M Sell
6,274
-20,290
-76% -$5.59M 0.18% 114
2024
Q2 		$6.77M Sell
26,564
-570
-2% -$151K 0.15% 138
2024
Q1 		$7.65M Buy
+27,134
New +$7.89M 0.18% 113

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

Simplicity Wealth's MCD Position: Q1 2026 in Review

Simplicity Wealth increased its McDonald's (MCD) stake by 10% in Q1 2026, buying an estimated $376K and bringing the position to 12,594 shares worth $3.91M. The position accounts for 0.22% of the portfolio, ranked #104.

Simplicity Wealth first reported a position in MCD in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.65M in Q1 2024. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Simplicity Wealth held 12,594 shares of McDonald's worth $3.91M as of Q1 2026.
  • Simplicity Wealth bought 1,179 McDonald's shares in Q1 2026, an estimated $376K.
  • McDonald's made up 0.22% of Simplicity Wealth's portfolio in Q1 2026, its #104 holding.
  • Simplicity Wealth first reported a position in McDonald's in Q1 2024 and has held it in 9 quarters since.
  • Simplicity Wealth's McDonald's position peaked at $7.65M in Q1 2024.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.