U.S. Capital Wealth Advisors’s McDonald's MCD Stock Holding History

U.S. Capital 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	$19.5M	Buy	62,824 +1,865	+3%	+$594K	0.49%	39
2025 Q4	$18.6M	Buy	60,959 +1,629	+3%	+$499K	0.49%	40
2025 Q3	$18M	Buy	59,330 +1,589	+3%	+$484K	0.49%	41
2025 Q2	$16.9M	Buy	57,741 +1,533	+3%	+$473K	0.49%	44
2025 Q1	$17.6M	Buy	56,208 +2,989	+6%	+$894K	0.54%	40
2024 Q4	$15.4M	Buy	53,219 +4,033	+8%	+$1.2M	0.48%	46
2024 Q3	$15M	Buy	49,186 +2,997	+6%	+$826K	0.53%	44
2024 Q2	$11.8M	Buy	46,189 +3,831	+9%	+$1.02M	0.45%	53
2024 Q1	$11.9M	Buy	42,358 +356	+0.8%	+$104K	0.46%	49
2023 Q4	$12.5M	Buy	42,002 +745	+2%	+$203K	0.49%	42
2023 Q3	$10.9M	Buy	41,257 +267	+0.7%	+$76.2K	0.49%	42
2023 Q2	$12.2M	Buy	40,990 +166	+0.4%	+$48.2K	0.58%	37
2023 Q1	$11.4M	Buy	40,824 +2,709	+7%	+$726K	0.53%	33
2022 Q4	$10M	Buy	38,115 +1,490	+4%	+$393K	0.47%	35
2022 Q3	$8.45M	Buy	36,625 +524	+1%	+$134K	0.43%	41
2022 Q2	$8.91M	Sell	36,101 -24,417	-40%	-$6.01M	0.39%	53
2022 Q1	$15M	Buy	60,518 +7,121	+13%	+$1.77M	0.55%	33
2021 Q4	$14.3M	Buy	53,397 +685	+1%	+$173K	0.57%	32
2021 Q3	$12.7M	Buy	+52,712	New	+$12.6M	0.55%	38

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

U.S. Capital Wealth Advisors's MCD Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its McDonald's (MCD) stake by 3.1% in Q1 2026, buying an estimated $594K and bringing the position to 62,824 shares worth $19.5M. The position accounts for 0.49% of the portfolio, ranked #39.

U.S. Capital Wealth Advisors first reported a position in MCD in Q3 2021 and has held it in 19 quarters since. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

U.S. Capital Wealth Advisors held 62,824 shares of McDonald's worth $19.5M as of Q1 2026.
U.S. Capital Wealth Advisors bought 1,865 McDonald's shares in Q1 2026, an estimated $594K.
McDonald's made up 0.49% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #39 holding.
U.S. Capital Wealth Advisors first reported a position in McDonald's in Q3 2021 and has held it in 19 quarters since.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.