Stillwater Private Wealth’s McDonald's MCD Stock Holding History

Stillwater Private 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	$668K	Buy	+2,151	New	+$685K	0.57%	39

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

Stillwater Private Wealth's MCD Position: Q1 2026 in Review

Stillwater Private Wealth opened a new position in McDonald's (MCD) in Q1 2026: 2,151 shares worth $668K. The stake represents 0.57% of the portfolio and ranks #39 among its holdings.

3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Stillwater Private Wealth held 2,151 shares of McDonald's worth $668K as of Q1 2026.
McDonald's was a new Stillwater Private Wealth position in Q1 2026.
McDonald's made up 0.57% of Stillwater Private Wealth's portfolio in Q1 2026, its #39 holding.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Stillwater Private Wealth's 13F filing for Q1 2026, filed 3 Jun 2026.