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

Sterling 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 		$3.79M Buy
12,188
+1
+0% +$319 1.04% 20
2025
Q4 		$3.72M Sell
12,187
-40
-0.3% -$12.3K 1.06% 20
2025
Q3 		$3.72M Sell
12,227
-41
-0.3% -$12.5K 1.13% 19
2025
Q2 		$3.58M Buy
+12,268
New +$3.78M 1.22% 20
2024
Q4 		$3.59M Hold
12,381
– – 1.33% 19
2024
Q3 		$3.77M Buy
12,381
+200
+2% +$55.1K 1.41% 19
2024
Q2 		$3.1M Hold
12,181
– – 1.47% 14
2024
Q1 		$3.43M Buy
12,181
+10,120
+491% +$2.94M 1.71% 14
2023
Q4 		$611K Buy
+2,061
New +$561K 0.34% 42

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

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

Sterling Wealth Management increased its McDonald's (MCD) stake by 0.01% in Q1 2026, buying an estimated $319 and bringing the position to 12,188 shares worth $3.79M. The position accounts for 1.04% of the portfolio, ranked #20.

Sterling Wealth Management first reported a position in MCD in Q4 2023 and has held it in 9 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Sterling Wealth Management held 12,188 shares of McDonald's worth $3.79M as of Q1 2026.
  • Sterling Wealth Management bought 1 McDonald's share in Q1 2026, an estimated $319.
  • McDonald's made up 1.04% of Sterling Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Sterling Wealth Management first reported a position in McDonald's in Q4 2023 and has held it in 9 quarters since.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.