Stone Summit Wealth’s McDonald's MCD Stock Holding History

Stone Summit 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	$373K	Sell	1,200 -40	-3%	-$12.7K	0.1%	110
2025 Q4	$379K	Hold	1,240	–	–	0.1%	110
2025 Q3	$377K	Sell	1,240 -80	-6%	-$24.3K	0.11%	112
2025 Q2	$386K	Hold	1,320	–	–	0.12%	112
2025 Q1	$412K	Sell	1,320 -39	-3%	-$11.7K	0.14%	108
2024 Q4	$394K	Hold	1,359	–	–	0.13%	110
2024 Q3	$414K	Sell	1,359 -27	-2%	-$7.44K	0.13%	111
2024 Q2	$353K	Hold	1,386	–	–	0.13%	113
2024 Q1	$391K	Buy	1,386 +18	+1%	+$5.24K	0.14%	115
2023 Q4	$406K	Hold	1,368	–	–	0.16%	111
2023 Q3	$360K	Hold	1,368	–	–	0.15%	113
2023 Q2	$408K	Hold	1,368	–	–	0.17%	103
2023 Q1	$383K	Sell	1,368 -47	-3%	-$12.6K	0.17%	99
2022 Q4	$373K	Hold	1,415	–	–	0.18%	101
2022 Q3	$327K	Hold	1,415	–	–	0.2%	98
2022 Q2	$349K	Hold	1,415	–	–	0.21%	98
2022 Q1	$352K	Buy	+1,415	New	+$352K	0.2%	106

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

Stone Summit Wealth's MCD Position: Q1 2026 in Review

Stone Summit Wealth reduced its McDonald's (MCD) stake by 3.2% in Q1 2026, selling an estimated $12.7K and leaving 1,200 shares worth $373K. The position accounts for 0.1% of the portfolio, ranked #110.

Stone Summit Wealth first reported a position in MCD in Q1 2022 and has held it in 17 quarters since. The position peaked at $414K in Q3 2024. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Stone Summit Wealth held 1,200 shares of McDonald's worth $373K as of Q1 2026.
Stone Summit Wealth sold 40 McDonald's shares in Q1 2026, an estimated $12.7K.
McDonald's made up 0.1% of Stone Summit Wealth's portfolio in Q1 2026, its #110 holding.
Stone Summit Wealth first reported a position in McDonald's in Q1 2022 and has held it in 17 quarters since.
Stone Summit Wealth's McDonald's position peaked at $414K in Q3 2024.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.