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Wealth Advisory Solutions’s McDonald's MCD Stock Holding History

Wealth Advisory Solutions’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 		$279K Sell
898
-74
-8% -$23.6K 0.06% 110
2025
Q4 		$297K Sell
972
-85
-8% -$26K 0.07% 110
2025
Q3 		$321K Sell
1,057
-390
-27% -$119K 0.08% 111
2025
Q2 		$423K Buy
1,447
+375
+35% +$116K 0.11% 96
2025
Q1 		$335K Sell
1,072
-26
-2% -$7.78K 0.09% 110
2024
Q4 		$318K Buy
1,098
+239
+28% +$71.3K 0.09% 100
2024
Q3 		$262K Buy
+859
New +$237K 0.07% 109
2024
Q2 		– Sell
-1,042
Closed -$294K – 130
2024
Q1 		$294K Buy
+1,042
New +$303K 0.08% 107
2022
Q4 		– Sell
-1,110
Closed -$256K – 135
2022
Q3 		$256K Sell
1,110
-158
-12% -$40.4K 0.07% 119
2022
Q2 		$313K Buy
1,268
+202
+19% +$49.7K 0.08% 114
2022
Q1 		$264K Buy
+1,066
New +$266K 0.05% 133
2021
Q3 		$245K Buy
1,017
+25
+3% +$5.97K 0.05% 152
2021
Q2 		$229K Sell
992
-14,924
-94% -$3.47M 0.05% 154
2021
Q1 		$3.57M Buy
+15,916
New +$3.4M 2.66% 10

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

Wealth Advisory Solutions's MCD Position: Q1 2026 in Review

Wealth Advisory Solutions reduced its McDonald's (MCD) stake by 7.6% in Q1 2026, selling an estimated $23.6K and leaving 898 shares worth $279K. The position accounts for 0.06% of the portfolio, ranked #110.

Wealth Advisory Solutions first reported a position in MCD in Q1 2021 and has held it in 14 quarters since. The position peaked at $3.57M in Q1 2021. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Wealth Advisory Solutions held 898 shares of McDonald's worth $279K as of Q1 2026.
  • Wealth Advisory Solutions sold 74 McDonald's shares in Q1 2026, an estimated $23.6K.
  • McDonald's made up 0.06% of Wealth Advisory Solutions's portfolio in Q1 2026, its #110 holding.
  • Wealth Advisory Solutions first reported a position in McDonald's in Q1 2021 and has held it in 14 quarters since.
  • Wealth Advisory Solutions's McDonald's position peaked at $3.57M in Q1 2021.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.