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

Strategies 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 		$392K Sell
1,262
-29
-2% -$9.24K 0.04% 118
2025
Q4 		$394K Buy
1,291
+42
+3% +$12.9K 0.04% 120
2025
Q3 		$379K Sell
1,249
-5
-0.4% -$1.52K 0.04% 129
2025
Q2 		$366K Buy
1,254
+49
+4% +$15.1K 0.04% 124
2025
Q1 		$376K Buy
+1,205
New +$360K 0.05% 123

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

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

Strategies Wealth Advisors reduced its McDonald's (MCD) stake by 2.2% in Q1 2026, selling an estimated $9.24K and leaving 1,262 shares worth $392K. The position accounts for 0.04% of the portfolio, ranked #118.

Strategies Wealth Advisors first reported a position in MCD in Q1 2025 and has held it in 5 quarters since. The position peaked at $394K in Q4 2025. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Strategies Wealth Advisors held 1,262 shares of McDonald's worth $392K as of Q1 2026.
  • Strategies Wealth Advisors sold 29 McDonald's shares in Q1 2026, an estimated $9.24K.
  • McDonald's made up 0.04% of Strategies Wealth Advisors's portfolio in Q1 2026, its #118 holding.
  • Strategies Wealth Advisors first reported a position in McDonald's in Q1 2025 and has held it in 5 quarters since.
  • Strategies Wealth Advisors's McDonald's position peaked at $394K in Q4 2025.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.