WBH Advisory’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.2M | Sell |
13,664
-129
| -0.9% | -$41.1K | 0.31% | 68 |
|
|
2025
Q4 | $4.22M | Sell |
13,793
-175
| -1% | -$53.6K | 0.31% | 64 |
|
|
2025
Q3 | $4.24M | Sell |
13,968
-174
| -1% | -$53K | 0.32% | 61 |
|
|
2025
Q2 | $4.13M | Sell |
14,142
-822
| -5% | -$253K | 0.35% | 60 |
|
|
2025
Q1 | $4.67M | Sell |
14,964
-165
| -1% | -$49.4K | 0.44% | 52 |
|
|
2024
Q4 | $4.39M | Sell |
15,129
-27
| -0.2% | -$8.05K | 0.41% | 54 |
|
|
2024
Q3 | $4.62M | Sell |
15,156
-365
| -2% | -$101K | 0.44% | 53 |
|
|
2024
Q2 | $3.96M | Sell |
15,521
-584
| -4% | -$155K | 0.4% | 60 |
|
|
2024
Q1 | $4.54M | Sell |
16,105
-649
| -4% | -$189K | 0.47% | 51 |
|
|
2023
Q4 | $4.97M | Sell |
16,754
-144
| -0.9% | -$39.2K | 0.55% | 47 |
|
|
2023
Q3 | $4.45M | Sell |
16,898
-36
| -0.2% | -$10.3K | 0.55% | 49 |
|
|
2023
Q2 | $5.05M | Sell |
16,934
-349
| -2% | -$101K | 0.6% | 48 |
|
|
2023
Q1 | $4.83M | Buy |
+17,283
| New | +$4.63M | 0.6% | 46 |
|
|
2022
Q3 | $4.17M | Sell |
18,064
-277
| -2% | -$70.8K | 0.6% | 46 |
|
|
2022
Q2 | $4.64M | Sell |
18,341
-646
| -3% | -$159K | 0.62% | 44 |
|
|
2022
Q1 | $4.83M | Sell |
18,987
-1,471
| -7% | -$366K | 0.59% | 46 |
|
|
2021
Q4 | $5.48M | Buy |
20,458
+319
| +2% | +$80.5K | 0.63% | 40 |
|
|
2021
Q3 | $4.86M | Buy |
20,139
+486
| +2% | +$116K | 0.65% | 39 |
|
|
2021
Q2 | $4.79M | Sell |
19,653
-591
| -3% | -$138K | 0.7% | 39 |
|
|
2021
Q1 | $4.54M | Sell |
20,244
-1,103
| -5% | -$236K | 0.73% | 35 |
|
|
2020
Q4 | $4.56M | Buy |
21,347
+35
| +0.2% | +$7.61K | 0.78% | 34 |
|
|
2020
Q3 | $4.68M | Sell |
21,312
-362
| -2% | -$74.3K | 0.94% | 24 |
|
|
2020
Q2 | $4M | Sell |
21,674
-443
| -2% | -$81.2K | 0.97% | 26 |
|
|
2020
Q1 | $3.66K | Sell |
22,117
-490
| -2% | -$96.5K | 0.86% | 26 |
|
|
2019
Q4 | $4.47M | Sell |
22,607
-74
| -0.3% | -$14.7K | 0.91% | 27 |
|
|
2019
Q3 | $4.87M | Sell |
22,681
-96
| -0.4% | -$20.6K | 1.09% | 24 |
|
|
2019
Q2 | $4.73M | Sell |
22,777
-92
| -0.4% | -$18.2K | 1.1% | 23 |
|
|
2019
Q1 | $4.34M | Sell |
22,869
-86
| -0.4% | -$15.6K | 1.03% | 24 |
|
|
2018
Q4 | $4.08K | Sell |
22,955
-829
| -3% | -$147K | 0.99% | 22 |
|
|
2018
Q3 | $3.98M | Sell |
23,784
-618
| -3% | -$99K | 0.96% | 21 |
|
|
2018
Q2 | $3.82M | Sell |
24,402
-228
| -0.9% | -$37K | 0.99% | 23 |
|
|
2018
Q1 | $3.85M | Buy |
24,630
+333
| +1% | +$54.8K | 1.05% | 20 |
|
|
2017
Q4 | $4.18M | Sell |
24,297
-565
| -2% | -$94.9K | 1.12% | 19 |
|
|
2017
Q3 | $3.9M | Sell |
24,862
-497
| -2% | -$77.9K | 1.09% | 20 |
|
|
2017
Q2 | $3.88M | Sell |
25,359
-72
| -0.3% | -$10.4K | 1.09% | 18 |
|
|
2017
Q1 | $3.3M | Sell |
25,431
-285
| -1% | -$35.8K | 0.99% | 22 |
|
|
2016
Q4 | $3.13M | Sell |
25,716
-323
| -1% | -$37.9K | 1.04% | 18 |
|
|
2016
Q3 | $3M | Sell |
26,039
-11
| -0% | -$1.3K | 1.03% | 18 |
|
|
2016
Q2 | $3.13M | Sell |
26,050
-130
| -0.5% | -$16.3K | 1.22% | 16 |
|
|
2016
Q1 | $3.29M | Sell |
26,180
-25
| -0.1% | -$2.99K | 1.1% | 16 |
|
|
2015
Q4 | $3.1K | Sell |
26,205
-501
| -2% | -$56K | 1.08% | 17 |
|
|
2015
Q3 | $2.63M | Sell |
26,706
-399
| -1% | -$38.9K | 1.09% | 17 |
|
|
2015
Q2 | $2.58M | Sell |
27,105
-1,536
| -5% | -$149K | 1.01% | 16 |
|
|
2015
Q1 | $2.79K | Sell |
28,641
-8,496
| -23% | -$806K | 0.78% | 17 |
|
|
2014
Q4 | $3.48M | Sell |
37,137
-1,094
| -3% | -$102K | 1.31% | 14 |
|
|
2014
Q3 | $3.62M | Sell |
38,231
-2,703
| -7% | -$258K | 1.27% | 15 |
|
|
2014
Q2 | $4.12M | Sell |
40,934
-754
| -2% | -$76.1K | 1.56% | 13 |
|
|
2014
Q1 | $4.09M | Sell |
41,688
-882
| -2% | -$84.3K | 1.63% | 12 |
|
|
2013
Q4 | $4.13M | Buy |
42,570
+149
| +0.4% | +$14.3K | 1.66% | 11 |
|
|
2013
Q3 | $4.08M | Sell |
42,421
-1,283
| -3% | -$125K | 1.83% | 11 |
|
|
2013
Q2 | $4.33M | Buy |
+43,704
| New | +$4.38M | 2% | 11 |
|
Other funds holding MCD
VCM
VPM
DAM
WBH Advisory's MCD Position: Q1 2026 in Review
WBH Advisory reduced its McDonald's (MCD) stake by 0.94% in Q1 2026, selling an estimated $41.1K and leaving 13,664 shares worth $4.2M. The position accounts for 0.31% of the portfolio, ranked #68.
WBH Advisory first reported a position in MCD in Q2 2013 and has held it in 51 quarters since. The position peaked at $5.48M in Q4 2021. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- WBH Advisory held 13,664 shares of McDonald's worth $4.2M as of Q1 2026.
- WBH Advisory sold 129 McDonald's shares in Q1 2026, an estimated $41.1K.
- McDonald's made up 0.31% of WBH Advisory's portfolio in Q1 2026, its #68 holding.
- WBH Advisory first reported a position in McDonald's in Q2 2013 and has held it in 51 quarters since.
- WBH Advisory's McDonald's position peaked at $5.48M in Q4 2021.
- 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.