ViaWealth’s McDonald's MCD Stock Holding History

ViaWealth’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	$572K	Hold	1,839	–	–	0.32%	91
2025 Q4	$562K	Sell	1,839 -175	-9%	-$53.6K	0.32%	89
2025 Q3	$612K	Sell	2,014 -196	-9%	-$59.7K	0.33%	88
2025 Q2	$646K	Sell	2,210 -89	-4%	-$27.4K	0.38%	84
2025 Q1	$718K	Sell	2,299 -258	-10%	-$77.2K	0.44%	70
2024 Q4	$741K	Sell	2,557 -298	-10%	-$88.9K	0.45%	69
2024 Q3	$869K	Buy	2,855 +24	+0.8%	+$6.62K	0.51%	62
2024 Q2	$721K	Buy	2,831 +159	+6%	+$42.2K	0.45%	70
2024 Q1	$753K	Buy	2,672 +4	+0.1%	+$1.16K	0.47%	71
2023 Q4	$791K	Hold	2,668	–	–	0.54%	64
2023 Q3	$703K	Sell	2,668 -15	-0.6%	-$4.28K	0.52%	61
2023 Q2	$801K	Hold	2,683	–	–	0.6%	51
2023 Q1	$750K	Hold	2,683	–	–	0.59%	56
2022 Q4	$717K	Buy	+2,683	New	+$708K	0.59%	55

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

ViaWealth's MCD Position: Q1 2026 in Review

ViaWealth held its McDonald's (MCD) position steady in Q1 2026 at 1,839 shares worth $572K. The position accounts for 0.32% of the portfolio, ranked #91.

ViaWealth first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $869K in Q3 2024. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

ViaWealth held 1,839 shares of McDonald's worth $572K as of Q1 2026.
ViaWealth left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.32% of ViaWealth's portfolio in Q1 2026, its #91 holding.
ViaWealth first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
ViaWealth's McDonald's position peaked at $869K in Q3 2024.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.