UP Strategic Wealth Investment Advisors’s McDonald's MCD Stock Holding History

UP Strategic Wealth Investment 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	$447K	Sell	1,576 -211	-12%	-$67.2K	0.28%	56
2025 Q4	$585K	Buy	1,787 +12	+0.7%	+$3.67K	0.42%	38
2025 Q3	$542K	Buy	1,775 +73	+4%	+$22.2K	0.41%	39
2025 Q2	$497K	Sell	1,702 -161	-9%	-$49.6K	0.39%	42
2025 Q1	$582K	Buy	1,863 +27	+1%	+$8.08K	0.52%	36
2024 Q4	$532K	Buy	1,836 +279	+18%	+$83.2K	0.53%	34
2024 Q3	$474K	Buy	1,557 +170	+12%	+$46.9K	0.53%	36
2024 Q2	$353K	Buy	1,387 +112	+9%	+$29.7K	0.54%	40
2024 Q1	$359K	Hold	1,275	–	–	0.59%	38
2023 Q4	$378K	Buy	+1,275	New	+$347K	0.69%	37

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

UP Strategic Wealth Investment Advisors's MCD Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors reduced its McDonald's (MCD) stake by 12% in Q1 2026, selling an estimated $67.2K and leaving 1,576 shares worth $447K. The position accounts for 0.28% of the portfolio, ranked #56.

UP Strategic Wealth Investment Advisors first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. The position peaked at $585K in Q4 2025. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

UP Strategic Wealth Investment Advisors held 1,576 shares of McDonald's worth $447K as of Q1 2026.
UP Strategic Wealth Investment Advisors sold 211 McDonald's shares in Q1 2026, an estimated $67.2K.
McDonald's made up 0.28% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #56 holding.
UP Strategic Wealth Investment Advisors first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
UP Strategic Wealth Investment Advisors's McDonald's position peaked at $585K in Q4 2025.
3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.