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Strata Wealth Advisors’s McDonald's MCD Stock Holding History

Strata Wealth Advisors’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 		$484K Buy
1,556
+106
+7% +$33.8K 0.13% 52
2025
Q4 		$443K Sell
1,450
-556
-28% -$170K 0.12% 55
2025
Q3 		$610K Buy
+2,006
New +$611K 0.16% 52
2023
Q1 		$739K Sell
2,643
-123
-4% -$33K 0.38% 23
2022
Q4 		$729K Buy
+2,766
New +$730K 0.4% 23

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

Strata Wealth Advisors's MCD Position: Q1 2026 in Review

Strata Wealth Advisors increased its McDonald's (MCD) stake by 7.3% in Q1 2026, buying an estimated $33.8K and bringing the position to 1,556 shares worth $484K. The position accounts for 0.13% of the portfolio, ranked #52.

Strata Wealth Advisors first reported a position in MCD in Q4 2022 and has held it in 5 quarters since. The position peaked at $739K in Q1 2023. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Strata Wealth Advisors held 1,556 shares of McDonald's worth $484K as of Q1 2026.
  • Strata Wealth Advisors bought 106 McDonald's shares in Q1 2026, an estimated $33.8K.
  • McDonald's made up 0.13% of Strata Wealth Advisors's portfolio in Q1 2026, its #52 holding.
  • Strata Wealth Advisors first reported a position in McDonald's in Q4 2022 and has held it in 5 quarters since.
  • Strata Wealth Advisors's McDonald's position peaked at $739K in Q1 2023.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.