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W Advisors LLC’s McDonald's MCD Stock Holding History

W Advisors LLC’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 		$1.05M Sell
3,387
-1
-0% -$319 0.54% 44
2025
Q4 		$1.04M Sell
3,388
-4
-0.1% -$1.23K 0.52% 42
2025
Q3 		$1.03M Buy
3,392
+1
+0% +$304 0.54% 41
2025
Q2 		$991K Buy
3,391
+9
+0.3% +$2.77K 0.57% 40
2025
Q1 		$1.06M Buy
3,382
+17
+0.5% +$5.08K 0.66% 37
2024
Q4 		$976K Buy
3,365
+11
+0.3% +$3.28K 0.6% 40
2024
Q3 		$1.02M Buy
3,354
+16
+0.5% +$4.41K 0.63% 38
2024
Q2 		$851K Buy
3,338
+13
+0.4% +$3.45K 0.56% 42
2024
Q1 		$938K Buy
3,325
+11
+0.3% +$3.2K 0.64% 37
2023
Q4 		$983K Buy
3,314
+62
+2% +$16.9K 0.73% 33
2023
Q3 		$857K Sell
3,252
-35
-1% -$9.98K 0.7% 38
2023
Q2 		$981K Sell
3,287
-1
-0% -$291 0.77% 33
2023
Q1 		$919K Sell
3,288
-22
-0.7% -$5.89K 0.76% 32
2022
Q4 		$872K Sell
3,310
-21
-0.6% -$5.54K 0.73% 37
2022
Q3 		$768K Sell
3,331
-1
-0% -$256 0.71% 38
2022
Q2 		$823K Buy
3,332
+8
+0.2% +$1.97K 0.71% 35
2022
Q1 		$822K Buy
3,324
+93
+3% +$23.2K 0.62% 39
2021
Q4 		$867K Buy
+3,231
New +$816K 0.65% 34

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 $147M AUM 25.76% 1-Year Est. Return

W Advisors LLC's MCD Position: Q1 2026 in Review

W Advisors LLC reduced its McDonald's (MCD) stake by 0.03% in Q1 2026, selling an estimated $319 and leaving 3,387 shares worth $1.05M. The position accounts for 0.54% of the portfolio, ranked #44.

W Advisors LLC first reported a position in MCD in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.06M in Q1 2025. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • W Advisors LLC held 3,387 shares of McDonald's worth $1.05M as of Q1 2026.
  • W Advisors LLC sold 1 McDonald's share in Q1 2026, an estimated $319.
  • McDonald's made up 0.54% of W Advisors LLC's portfolio in Q1 2026, its #44 holding.
  • W Advisors LLC first reported a position in McDonald's in Q4 2021 and has held it in 18 quarters since.
  • W Advisors LLC's McDonald's position peaked at $1.06M in Q1 2025.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on W Advisors LLC's 13F filing for Q1 2026, filed 29 Apr 2026.