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

Stratos 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	$29M	Sell	93,308 -5,474	-6%	-$1.74M	0.33%	57
2025 Q4	$30.2M	Sell	98,782 -3,640	-4%	-$1.11M	0.34%	53
2025 Q3	$31.1M	Buy	102,422 +1,365	+1%	+$415K	0.37%	51
2025 Q2	$29.5M	Buy	101,057 +1,155	+1%	+$356K	0.4%	47
2025 Q1	$31.2M	Sell	99,902 -1,089	-1%	-$326K	0.47%	38
2024 Q4	$29.3M	Buy	100,991 +787	+0.8%	+$235K	0.41%	44
2024 Q3	$30.5M	Buy	100,204 +963	+1%	+$265K	0.44%	41
2024 Q2	$25.3M	Buy	99,241 +2,427	+3%	+$644K	0.4%	44
2024 Q1	$27.3M	Buy	96,814 +2,253	+2%	+$655K	0.45%	38
2023 Q4	$28M	Sell	94,561 -141	-0.1%	-$38.4K	0.52%	29
2023 Q3	$24.9M	Buy	94,702 +12,223	+15%	+$3.49M	0.54%	30
2023 Q2	$24.6M	Buy	82,479 +8,497	+11%	+$2.47M	0.56%	29
2023 Q1	$20.7M	Sell	73,982 -7,728	-9%	-$2.07M	0.55%	32
2022 Q4	$21.5M	Buy	81,710 +503	+0.6%	+$133K	0.54%	35
2022 Q3	$18.7M	Sell	81,207 -3,376	-4%	-$863K	0.52%	35
2022 Q2	$20.9M	Buy	84,583 +5,115	+6%	+$1.26M	0.53%	35
2022 Q1	$19.7M	Buy	79,468 +7,191	+10%	+$1.79M	0.44%	44
2021 Q4	$19.4M	Sell	72,277 -1,108	-2%	-$280K	0.43%	44
2021 Q3	$17.7M	Buy	73,385 +4,640	+7%	+$1.11M	0.45%	37
2021 Q2	$15.9M	Buy	68,745 +641	+0.9%	+$149K	0.4%	41
2021 Q1	$15.3M	Sell	68,104 -1,439	-2%	-$308K	0.42%	41
2020 Q4	$14.9M	Sell	69,543 -457	-0.7%	-$99.4K	0.44%	41
2020 Q3	$15.4M	Buy	70,000 +1,415	+2%	+$291K	0.5%	34
2020 Q2	$12.7M	Buy	68,585 +5,657	+9%	+$1.04M	0.45%	40
2020 Q1	$10.4M	Buy	62,928 +2,086	+3%	+$411K	0.48%	45
2019 Q4	$12M	Buy	60,842 +775	+1%	+$154K	0.47%	36
2019 Q3	$12.9M	Buy	60,067 +1,980	+3%	+$425K	0.56%	31
2019 Q2	$12.1M	Buy	58,087 +374	+0.6%	+$74.1K	0.52%	35
2019 Q1	$11M	Buy	57,713 +538	+0.9%	+$97.6K	0.49%	35
2018 Q4	$10.2M	Buy	57,175 +120	+0.2%	+$21.3K	0.52%	29
2018 Q3	$9.54M	Sell	57,055 -2,606	-4%	-$418K	0.43%	42
2018 Q2	$9.35M	Sell	59,661 -1,567	-3%	-$254K	0.42%	47
2018 Q1	$9.58M	Buy	61,228 +4,596	+8%	+$756K	0.4%	47
2017 Q4	$9.75M	Sell	56,632 -1,764	-3%	-$296K	0.44%	37
2017 Q3	$9.15M	Buy	58,396 +542	+0.9%	+$84.9K	0.43%	46
2017 Q2	$8.86M	Buy	57,854 +1,430	+3%	+$207K	0.46%	50
2017 Q1	$7.31M	Buy	56,424 +9,127	+19%	+$1.15M	0.41%	56
2016 Q4	$5.76M	Buy	47,297 +8,978	+23%	+$1.05M	0.36%	62
2016 Q3	$4.42M	Buy	38,319 +1,177	+3%	+$139K	0.3%	69
2016 Q2	$4.47M	Buy	37,142 +13,323	+56%	+$1.67M	0.33%	64
2016 Q1	$2.99M	Buy	23,819 +6,956	+41%	+$831K	0.26%	75
2015 Q4	$1.99M	Buy	+16,863	New	+$1.89M	0.17%	109
2015 Q3	–	Sell	-18,826	Closed	-$1.79M	–	581
2015 Q2	$1.79M	Sell	18,826 -12,973	-41%	-$1.25M	0.23%	89
2015 Q1	$3.1M	Buy	31,799 +3,759	+13%	+$357K	0.37%	55
2014 Q4	$2.63M	Sell	28,040 -6,311	-18%	-$591K	0.47%	54
2014 Q3	$3.26M	Buy	34,351 +3,153	+10%	+$301K	0.76%	28
2014 Q2	$3.14M	Buy	+31,198	New	+$3.15M	1.05%	18

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Partners's MCD Position: Q1 2026 in Review

Stratos Wealth Partners reduced its McDonald's (MCD) stake by 5.5% in Q1 2026, selling an estimated $1.74M and leaving 93,308 shares worth $29M. The position accounts for 0.33% of the portfolio, ranked #57.

Stratos Wealth Partners first reported a position in MCD in Q2 2014 and has held it in 47 quarters since. The position peaked at $31.2M in Q1 2025. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Stratos Wealth Partners held 93,308 shares of McDonald's worth $29M as of Q1 2026.
Stratos Wealth Partners sold 5,474 McDonald's shares in Q1 2026, an estimated $1.74M.
McDonald's made up 0.33% of Stratos Wealth Partners's portfolio in Q1 2026, its #57 holding.
Stratos Wealth Partners first reported a position in McDonald's in Q2 2014 and has held it in 47 quarters since.
Stratos Wealth Partners's McDonald's position peaked at $31.2M in Q1 2025.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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