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

Stratos 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 		$2.19M Sell
7,043
-218
-3% -$69.5K 0.13% 155
2025
Q4 		$2.22M Sell
7,261
-567
-7% -$174K 0.11% 202
2025
Q3 		$2.38M Sell
7,828
-426
-5% -$130K 0.11% 190
2025
Q2 		$2.41M Sell
8,254
-462
-5% -$142K 0.13% 168
2025
Q1 		$2.72M Sell
8,716
-793
-8% -$237K 0.15% 133
2024
Q4 		$2.76M Sell
9,509
-320
-3% -$95.4K 0.13% 159
2024
Q3 		$2.99M Sell
9,829
-114
-1% -$31.4K 0.14% 163
2024
Q2 		$2.53M Sell
9,943
-2,235
-18% -$593K 0.13% 166
2024
Q1 		$3.43M Sell
12,178
-10,018
-45% -$2.91M 0.2% 119
2023
Q4 		$6.58M Buy
22,196
+348
+2% +$94.7K 0.38% 63
2023
Q3 		$5.76M Sell
21,848
-882
-4% -$252K 0.38% 69
2023
Q2 		$6.78M Sell
22,730
-348
-2% -$101K 0.48% 42
2023
Q1 		$6.45M Buy
23,078
+103
+0.4% +$27.6K 0.5% 40
2022
Q4 		$6.05M Sell
22,975
-126
-0.5% -$33.2K 0.5% 41
2022
Q3 		$5.33M Buy
23,101
+1,409
+6% +$360K 0.56% 32
2022
Q2 		$5.36M Buy
21,692
+398
+2% +$98K 0.49% 44
2022
Q1 		$5.27M Sell
21,294
-715
-3% -$178K 0.43% 54
2021
Q4 		$5.9M Buy
22,009
+593
+3% +$150K 0.42% 55
2021
Q3 		$5.16M Buy
21,416
+2,674
+14% +$638K 0.44% 53
2021
Q2 		$4.33M Buy
18,742
+1,927
+11% +$448K 0.38% 70
2021
Q1 		$3.77M Buy
16,815
+2,225
+15% +$476K 0.4% 68
2020
Q4 		$3.13M Buy
14,590
+967
+7% +$210K 0.43% 62
2020
Q3 		$2.99M Buy
13,623
+877
+7% +$180K 0.73% 38
2020
Q2 		$2.35M Buy
12,746
+10,764
+543% +$1.97M 0.72% 41
2020
Q1 		$328K Buy
1,982
+197
+11% +$38.8K 0.23% 99
2019
Q4 		$353K Sell
1,785
-4,356
-71% -$864K 0.2% 116
2019
Q3 		$1.32M Sell
6,141
-177
-3% -$37.9K 0.5% 50
2019
Q2 		$1.31M Buy
6,318
+336
+6% +$66.6K 0.52% 42
2019
Q1 		$1.14M Buy
5,982
+413
+7% +$75K 0.61% 44
2018
Q4 		$989K Buy
+5,569
New +$988K 0.66% 39

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 $147M AUM 25.76% 1-Year Est. Return

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

Stratos Wealth Advisors reduced its McDonald's (MCD) stake by 3% in Q1 2026, selling an estimated $69.5K and leaving 7,043 shares worth $2.19M. The position accounts for 0.13% of the portfolio, ranked #155.

Stratos Wealth Advisors first reported a position in MCD in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.78M in Q2 2023. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Stratos Wealth Advisors held 7,043 shares of McDonald's worth $2.19M as of Q1 2026.
  • Stratos Wealth Advisors sold 218 McDonald's shares in Q1 2026, an estimated $69.5K.
  • McDonald's made up 0.13% of Stratos Wealth Advisors's portfolio in Q1 2026, its #155 holding.
  • Stratos Wealth Advisors first reported a position in McDonald's in Q4 2018 and has held it in 30 quarters since.
  • Stratos Wealth Advisors's McDonald's position peaked at $6.78M in Q2 2023.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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