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Valley Wealth Managers’s McDonald's MCD Stock Holding History

Valley Wealth Managers’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 		$4.12M Buy
13,259
+84
+0.6% +$26.8K 0.27% 89
2025
Q4 		$4.03M Buy
13,175
+273
+2% +$83.6K 0.26% 89
2025
Q3 		$3.92M Buy
12,902
+358
+3% +$109K 0.26% 92
2025
Q2 		$3.66M Buy
12,544
+227
+2% +$70K 0.26% 91
2025
Q1 		$3.85M Buy
12,317
+183
+2% +$54.7K 0.29% 79
2024
Q4 		$3.52M Sell
12,134
-1,185
-9% -$353K 0.26% 82
2024
Q3 		$4.06M Sell
13,319
-204
-2% -$56.2K 0.3% 80
2024
Q2 		$3.45M Sell
13,523
-576
-4% -$153K 0.27% 90
2024
Q1 		$3.98M Sell
14,099
-1,017
-7% -$296K 0.3% 81
2023
Q4 		$4.48M Sell
15,116
-638
-4% -$174K 0.35% 68
2023
Q3 		$4.15M Sell
15,754
-463
-3% -$132K 0.35% 73
2023
Q2 		$4.84M Sell
16,217
-1,052
-6% -$306K 0.43% 50
2023
Q1 		$4.83M Sell
17,269
-303
-2% -$81.2K 0.44% 54
2022
Q4 		$4.63M Sell
17,572
-49
-0.3% -$12.9K 0.43% 62
2022
Q3 		$4.07M Sell
17,621
-147
-0.8% -$37.6K 0.41% 62
2022
Q2 		$4.39M Buy
17,768
+95
+0.5% +$23.4K 0.41% 58
2022
Q1 		$4.37M Buy
17,673
+1,284
+8% +$320K 0.37% 70
2021
Q4 		$4.39M Sell
16,389
-105
-0.6% -$26.5K 0.35% 63
2021
Q3 		$3.98M Buy
16,494
+219
+1% +$52.3K 0.35% 62
2021
Q2 		$3.76M Buy
16,275
+984
+6% +$229K 0.32% 72
2021
Q1 		$3.43M Buy
15,291
+1,655
+12% +$354K 0.31% 72
2020
Q4 		$2.93M Buy
13,636
+667
+5% +$145K 0.29% 69
2020
Q3 		$2.85M Sell
12,969
-1,433
-10% -$294K 0.31% 59
2020
Q2 		$2.66M Sell
14,402
-124
-0.9% -$22.7K 0.3% 66
2020
Q1 		$2.4M Buy
14,526
+55
+0.4% +$10.8K 0.31% 66
2019
Q4 		$2.86M Buy
14,471
+3,025
+26% +$600K 0.29% 63
2019
Q3 		$2.46M Buy
11,446
+670
+6% +$144K 0.26% 67
2019
Q2 		$2.24M Buy
10,776
+9,090
+539% +$1.8M 0.24% 74
2019
Q1 		$320K Hold
1,686
– – 0.03% 175
2018
Q4 		$299K Buy
+1,686
New +$299K 0.04% 139
2017
Q1 		– Sell
-11
Closed -$1K – 229
2016
Q4 		$1K Buy
+11
New +$1.29K ﹤0.01% 244
2015
Q4 		– Sell
-11,601
Closed -$1.14M – 101
2015
Q3 		$1.14M Sell
11,601
-355
-3% -$34.6K 0.21% 55
2015
Q2 		$1.14M Sell
11,956
-435
-4% -$42.1K 0.2% 66
2015
Q1 		$1.21M Sell
12,391
-63
-0.5% -$5.98K 0.21% 68
2014
Q4 		$1.17M Buy
12,454
+1,098
+10% +$103K 0.21% 69
2014
Q3 		$1.08M Buy
11,356
+2,695
+31% +$257K 0.21% 60
2014
Q2 		$873K Sell
8,661
-40
-0.5% -$4.04K 0.17% 77
2014
Q1 		$853K Buy
8,701
+1,135
+15% +$109K 0.17% 68
2013
Q4 		$734K Buy
7,566
+1,325
+21% +$127K 0.15% 70
2013
Q3 		$601K Buy
6,241
+244
+4% +$23.8K 0.13% 78
2013
Q2 		$593K Buy
+5,997
New +$601K 0.13% 73

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

Valley Wealth Managers's MCD Position: Q1 2026 in Review

Valley Wealth Managers increased its McDonald's (MCD) stake by 0.64% in Q1 2026, buying an estimated $26.8K and bringing the position to 13,259 shares worth $4.12M. The position accounts for 0.27% of the portfolio, ranked #89.

Valley Wealth Managers first reported a position in MCD in Q2 2013 and has held it in 41 quarters since. The position peaked at $4.84M in Q2 2023. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Valley Wealth Managers held 13,259 shares of McDonald's worth $4.12M as of Q1 2026.
  • Valley Wealth Managers bought 84 McDonald's shares in Q1 2026, an estimated $26.8K.
  • McDonald's made up 0.27% of Valley Wealth Managers's portfolio in Q1 2026, its #89 holding.
  • Valley Wealth Managers first reported a position in McDonald's in Q2 2013 and has held it in 41 quarters since.
  • Valley Wealth Managers's McDonald's position peaked at $4.84M in Q2 2023.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.