SWM
MCD icon

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

Stockman 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 		$656K Buy
2,112
+187
+10% +$59.6K 0.07% 93
2025
Q4 		$588K Buy
1,925
+3
+0.2% +$919 0.07% 98
2025
Q3 		$584K Sell
1,922
-105
-5% -$32K 0.07% 96
2025
Q2 		$592K Buy
2,027
+63
+3% +$19.4K 0.08% 94
2025
Q1 		$613K Buy
1,964
+34
+2% +$10.2K 0.09% 88
2024
Q4 		$559K Sell
1,930
-5
-0.3% -$1.49K 0.09% 91
2024
Q3 		$589K Sell
1,935
-348
-15% -$95.9K 0.09% 92
2024
Q2 		$582K Buy
2,283
+109
+5% +$28.9K 0.1% 91
2024
Q1 		$613K Sell
2,174
-93
-4% -$27K 0.11% 90
2023
Q4 		$672K Buy
2,267
+118
+5% +$32.1K 0.13% 79
2023
Q3 		$566K Buy
2,149
+10
+0.5% +$2.85K 0.12% 89
2023
Q2 		$638K Sell
2,139
-205
-9% -$59.6K 0.14% 90
2023
Q1 		$655K Sell
2,344
-388
-14% -$104K 0.15% 88
2022
Q4 		$720K Sell
2,732
-15
-0.5% -$3.96K 0.17% 87
2022
Q3 		$634K Sell
2,747
-222
-7% -$56.7K 0.17% 80
2022
Q2 		$733K Buy
2,969
+25
+0.8% +$6.16K 0.19% 74
2022
Q1 		$728K Buy
2,944
+90
+3% +$22.4K 0.15% 82
2021
Q4 		$765K Buy
2,854
+3
+0.1% +$757 0.16% 82
2021
Q3 		$688K Buy
2,851
+62
+2% +$14.8K 0.15% 86
2021
Q2 		$644K Sell
2,789
-76
-3% -$17.7K 0.15% 93
2021
Q1 		$642K Sell
2,865
-117
-4% -$25K 0.18% 88
2020
Q4 		$640K Buy
2,982
+239
+9% +$52K 0.2% 81
2020
Q3 		$602K Buy
2,743
+46
+2% +$9.44K 0.22% 77
2020
Q2 		$498K Sell
2,697
-42
-2% -$7.7K 0.19% 91
2020
Q1 		$453K Sell
2,739
-1,021
-27% -$201K 0.2% 82
2019
Q4 		$743K Buy
3,760
+656
+21% +$130K 0.26% 71
2019
Q3 		$666K Buy
3,104
+3
+0.1% +$643 0.26% 73
2019
Q2 		$644K Sell
3,101
-98
-3% -$19.4K 0.26% 72
2019
Q1 		$608K Sell
3,199
-148
-4% -$26.9K 0.27% 69
2018
Q4 		$594K Sell
3,347
-307
-8% -$54.4K 0.28% 70
2018
Q3 		$611K Buy
3,654
+77
+2% +$12.3K 0.26% 72
2018
Q2 		$560K Sell
3,577
-4
-0.1% -$649 0.26% 75
2018
Q1 		$560K Sell
3,581
-83
-2% -$13.7K 0.26% 75
2017
Q4 		$631K Sell
3,664
-734
-17% -$123K 0.28% 71
2017
Q3 		$689K Buy
4,398
+1,588
+57% +$249K 0.33% 69
2017
Q2 		$430K Sell
2,810
-1,094
-28% -$158K 0.43% 71
2017
Q1 		$506K Sell
3,904
-427
-10% -$53.6K 0.29% 75
2016
Q4 		$527K Sell
4,331
-245
-5% -$28.7K 0.32% 69
2016
Q3 		$528K Buy
4,576
+1,576
+53% +$187K 0.33% 67
2016
Q2 		$361K Sell
3,000
-198
-6% -$24.8K 0.28% 58
2016
Q1 		$402K Sell
3,198
-1,747
-35% -$209K 0.32% 58
2015
Q4 		$584K Sell
4,945
-41
-0.8% -$4.58K 0.47% 54
2015
Q3 		$491K Sell
4,986
-2,739
-35% -$267K 0.42% 58
2015
Q2 		$734K Sell
7,725
-2,235
-22% -$216K 0.62% 52
2015
Q1 		$971K Sell
9,960
-250
-2% -$23.7K 0.83% 48
2014
Q4 		$957K Buy
+10,210
New +$956K 0.82% 51

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 $147M AUM 25.76% 1-Year Est. Return

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

Stockman Wealth Management increased its McDonald's (MCD) stake by 9.7% in Q1 2026, buying an estimated $59.6K and bringing the position to 2,112 shares worth $656K. The position accounts for 0.07% of the portfolio, ranked #93.

Stockman Wealth Management first reported a position in MCD in Q4 2014 and has held it in 46 quarters since. The position peaked at $971K in Q1 2015. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Stockman Wealth Management held 2,112 shares of McDonald's worth $656K as of Q1 2026.
  • Stockman Wealth Management bought 187 McDonald's shares in Q1 2026, an estimated $59.6K.
  • McDonald's made up 0.07% of Stockman Wealth Management's portfolio in Q1 2026, its #93 holding.
  • Stockman Wealth Management first reported a position in McDonald's in Q4 2014 and has held it in 46 quarters since.
  • Stockman Wealth Management's McDonald's position peaked at $971K in Q1 2015.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Stockman Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.