StrongBox Wealth’s McDonald's MCD Stock Holding History

StrongBox Wealth’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	$219K	Hold	704	–	–	0.07%	92
2025 Q4	$215K	Hold	704	–	–	0.07%	91
2025 Q3	$214K	Buy	+704	New	+$214K	0.07%	88
2022 Q4	–	Sell	-1,159	Closed	-$267K	–	83
2022 Q3	$267K	Hold	1,159	–	–	0.19%	67
2022 Q2	$286K	Buy	1,159 +25	+2%	+$6.16K	0.18%	70
2022 Q1	$280K	Hold	1,134	–	–	0.16%	80
2021 Q4	$304K	Sell	1,134 -7	-0.6%	-$1.77K	0.15%	88
2021 Q3	$275K	Sell	1,141 -105	-8%	-$25.1K	0.15%	88
2021 Q2	$288K	Hold	1,246	–	–	0.17%	88
2021 Q1	$279K	Sell	1,246 -522	-30%	-$112K	0.17%	80
2020 Q4	$379K	Sell	1,768 -51	-3%	-$11.1K	0.25%	68
2020 Q3	$399K	Buy	1,819 +25	+1%	+$5.13K	0.29%	59
2020 Q2	$331K	Buy	1,794 +8	+0.4%	+$1.47K	0.3%	66
2020 Q1	$295K	Buy	+1,786	New	+$352K	0.33%	63

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 $137B AUM 18.02% 1-Year Est. Return

StrongBox Wealth's MCD Position: Q1 2026 in Review

StrongBox Wealth held its McDonald's (MCD) position steady in Q1 2026 at 704 shares worth $219K. The position accounts for 0.07% of the portfolio, ranked #92.

StrongBox Wealth first reported a position in MCD in Q1 2020 and has held it in 14 quarters since. The position peaked at $399K in Q3 2020. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

StrongBox Wealth held 704 shares of McDonald's worth $219K as of Q1 2026.
StrongBox Wealth left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.07% of StrongBox Wealth's portfolio in Q1 2026, its #92 holding.
StrongBox Wealth first reported a position in McDonald's in Q1 2020 and has held it in 14 quarters since.
StrongBox Wealth's McDonald's position peaked at $399K in Q3 2020.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on StrongBox Wealth's 13F filing for Q1 2026, filed 8 May 2026.