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Strategic Wealth Partners’s McDonald's MCD Stock Holding History

Strategic Wealth Partners’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 		$581K Buy
1,870
+98
+6% +$31.2K 0.04% 187
2025
Q4 		$542K Sell
1,772
-682
-28% -$209K 0.04% 192
2025
Q3 		$746K Buy
2,454
+457
+23% +$139K 0.06% 185
2025
Q2 		$583K Buy
+1,997
New +$616K 0.05% 191
2024
Q4 		$593K Sell
1,914
-8
-0.4% -$2.39K 0.05% 190
2024
Q3 		$585K Buy
1,922
+9
+0.5% +$2.48K 0.06% 188
2024
Q2 		$488K Sell
1,913
-90
-4% -$23.9K 0.05% 197
2024
Q1 		$565K Buy
2,003
+102
+5% +$29.7K 0.06% 185
2023
Q4 		$564K Sell
1,901
-233
-11% -$63.4K 0.07% 171
2023
Q3 		$562K Sell
2,134
-173
-7% -$49.3K 0.07% 194
2023
Q2 		$689K Sell
2,307
-108
-4% -$31.4K 0.09% 182
2023
Q1 		$675K Sell
2,415
-114
-5% -$30.5K 0.1% 150
2022
Q4 		$667K Sell
2,529
-651
-20% -$172K 0.12% 151
2022
Q3 		$734K Sell
3,180
-6,699
-68% -$1.71M 0.16% 146
2022
Q2 		$2.44M Buy
9,879
+8,169
+478% +$2.01M 0.53% 64
2022
Q1 		$423K Sell
1,710
-218
-11% -$54.3K 0.08% 190
2021
Q4 		$517K Buy
1,928
+167
+9% +$42.2K 0.1% 188
2021
Q3 		$425K Sell
1,761
-1,244
-41% -$297K 0.12% 181
2021
Q2 		$694K Buy
+3,005
New +$699K 0.23% 115
2019
Q4 		– Sell
-380
Closed -$21.5K – 347
2019
Q3 		$21.5K Buy
380
+73
+24% +$15.7K 0.11% 113
2019
Q2 		$64K Buy
307
+100
+48% +$19.8K 0.03% 210
2019
Q1 		$39K Hold
207
– – 0.02% 261
2018
Q4 		$38K Buy
207
+67
+48% +$11.9K 0.02% 256
2018
Q3 		$23K Sell
140
-18
-11% -$2.88K 0.01% 312
2018
Q2 		$25K Hold
158
– – 0.01% 349
2018
Q1 		$25K Sell
158
-142
-47% -$23.4K 0.01% 321
2017
Q4 		$51K Buy
+300
New +$50.4K 0.03% 223

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

Strategic Wealth Partners's MCD Position: Q1 2026 in Review

Strategic Wealth Partners increased its McDonald's (MCD) stake by 5.5% in Q1 2026, buying an estimated $31.2K and bringing the position to 1,870 shares worth $581K. The position accounts for 0.04% of the portfolio, ranked #187.

Strategic Wealth Partners first reported a position in MCD in Q4 2017 and has held it in 27 quarters since. The position peaked at $2.44M in Q2 2022. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Strategic Wealth Partners held 1,870 shares of McDonald's worth $581K as of Q1 2026.
  • Strategic Wealth Partners bought 98 McDonald's shares in Q1 2026, an estimated $31.2K.
  • McDonald's made up 0.04% of Strategic Wealth Partners's portfolio in Q1 2026, its #187 holding.
  • Strategic Wealth Partners first reported a position in McDonald's in Q4 2017 and has held it in 27 quarters since.
  • Strategic Wealth Partners's McDonald's position peaked at $2.44M in Q2 2022.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.