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Wealth Advisors of Tampa Bay’s McDonald's MCD Stock Holding History

Wealth Advisors of Tampa Bay’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 		$5.92M Sell
19,043
-426
-2% -$136K 1.96% 18
2025
Q4 		$5.95M Buy
19,469
+1,685
+9% +$516K 2.05% 16
2025
Q3 		$5.4M Buy
17,784
+87
+0.5% +$26.5K 1.8% 16
2025
Q2 		$5.17M Buy
17,697
+140
+0.8% +$43.2K 1.95% 16
2025
Q1 		$5.48M Sell
17,557
-177
-1% -$52.9K 2.23% 13
2024
Q4 		$5.14M Sell
17,734
-34
-0.2% -$10.1K 2.2% 14
2024
Q3 		$5.41M Buy
17,768
+322
+2% +$88.8K 2.26% 11
2024
Q2 		$4.45M Buy
17,446
+1,880
+12% +$499K 2.07% 13
2024
Q1 		$4.39M Buy
15,566
+40
+0.3% +$11.6K 2.09% 15
2023
Q4 		$4.6M Sell
15,526
-15,976
-51% -$4.35M 2.31% 13
2023
Q3 		$8.3M Buy
31,502
+15,718
+100% +$4.48M 2.28% 13
2023
Q2 		$4.71M Sell
15,784
-210
-1% -$61K 2.58% 9
2023
Q1 		$4.47M Hold
15,994
– – 2.56% 9
2022
Q4 		$4.21M Buy
15,994
+107
+0.7% +$28.2K 2.61% 11
2022
Q3 		$3.67M Sell
15,887
-13,487
-46% -$3.45M 2.51% 11
2022
Q2 		$7.25M Buy
29,374
+1,050
+4% +$259K 2.24% 14
2022
Q1 		$7.01M Buy
28,324
+3,632
+15% +$905K 1.9% 20
2021
Q4 		$6.62M Buy
24,692
+12,299
+99% +$3.11M 1.62% 23
2021
Q3 		$2.99M Buy
12,393
+17
+0.1% +$4.06K 1.65% 25
2021
Q2 		$2.86M Sell
12,376
-5
-0% -$1.16K 1.59% 27
2021
Q1 		$2.77M Buy
12,381
+1,064
+9% +$228K 1.64% 26
2020
Q4 		$2.43M Buy
+11,317
New +$2.46M 1.69% 28

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

Wealth Advisors of Tampa Bay's MCD Position: Q1 2026 in Review

Wealth Advisors of Tampa Bay reduced its McDonald's (MCD) stake by 2.2% in Q1 2026, selling an estimated $136K and leaving 19,043 shares worth $5.92M. The position accounts for 1.96% of the portfolio, ranked #18.

Wealth Advisors of Tampa Bay first reported a position in MCD in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.3M in Q3 2023. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Wealth Advisors of Tampa Bay held 19,043 shares of McDonald's worth $5.92M as of Q1 2026.
  • Wealth Advisors of Tampa Bay sold 426 McDonald's shares in Q1 2026, an estimated $136K.
  • McDonald's made up 1.96% of Wealth Advisors of Tampa Bay's portfolio in Q1 2026, its #18 holding.
  • Wealth Advisors of Tampa Bay first reported a position in McDonald's in Q4 2020 and has held it in 22 quarters since.
  • Wealth Advisors of Tampa Bay's McDonald's position peaked at $8.3M in Q3 2023.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.