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Strategic Family Wealth Counselors’s McDonald's MCD Stock Holding History

Strategic Family Wealth Counselors’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 		– Sell
-1,174
Closed -$356K – 198
2025
Q4 		$356K Buy
+1,174
New +$360K 0.08% 158

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Strategic Family Wealth Counselors's MCD Position: Q1 2026 in Review

Strategic Family Wealth Counselors sold out of McDonald's (MCD) in Q1 2026, closing a stake of 1,174 shares — an estimated $356K sold.

Strategic Family Wealth Counselors first reported a position in MCD in Q4 2025 and held it in 1 quarter. The position peaked at $356K in Q4 2025. 3,587 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Strategic Family Wealth Counselors reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 1,174 McDonald's shares in Q1 2026, an estimated $356K.
  • Strategic Family Wealth Counselors first reported a position in McDonald's in Q4 2025 and held it in 1 quarter.
  • Strategic Family Wealth Counselors's McDonald's position peaked at $356K in Q4 2025.
  • 3,587 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.