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Wealth Alliance’s McDonald's MCD Stock Holding History

Wealth Alliance’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 		$1.97M Sell
6,334
-758
-11% -$241K 0.19% 105
2025
Q4 		$2.17M Buy
7,092
+96
+1% +$29.4K 0.21% 85
2025
Q3 		$2.13M Sell
6,996
-185
-3% -$56.3K 0.22% 82
2025
Q2 		$2.1M Sell
7,181
-242
-3% -$74.6K 0.23% 81
2025
Q1 		$2.32M Buy
7,423
+605
+9% +$181K 0.28% 71
2024
Q4 		$1.98M Buy
6,818
+116
+2% +$34.6K 0.24% 87
2024
Q3 		$2.04M Buy
6,702
+1,092
+19% +$301K 0.24% 77
2024
Q2 		$1.43M Buy
5,610
+95
+2% +$25.2K 0.18% 106
2024
Q1 		$1.55M Buy
5,515
+510
+10% +$148K 0.2% 106
2023
Q4 		$1.48M Buy
5,005
+134
+3% +$36.5K 0.21% 102
2023
Q3 		$1.28M Buy
4,871
+253
+5% +$72.2K 0.2% 106
2023
Q2 		$1.38M Buy
4,618
+105
+2% +$30.5K 0.21% 106
2023
Q1 		$1.26M Buy
4,513
+327
+8% +$87.6K 0.2% 108
2022
Q4 		$1.1M Sell
4,186
-794
-16% -$209K 0.2% 122
2022
Q3 		$1.15M Sell
4,980
-185
-4% -$47.3K 0.23% 98
2022
Q2 		$1.27M Buy
5,165
+760
+17% +$187K 0.24% 91
2022
Q1 		$1.09M Sell
4,405
-150
-3% -$37.4K 0.22% 102
2021
Q4 		$1.22M Buy
4,555
+212
+5% +$53.5K 0.25% 90
2021
Q3 		$1.05M Buy
4,343
+54
+1% +$12.9K 0.24% 98
2021
Q2 		$991K Buy
4,289
+93
+2% +$21.6K 0.23% 103
2021
Q1 		$940K Buy
4,196
+138
+3% +$29.5K 0.26% 89
2020
Q4 		$871K Buy
4,058
+246
+6% +$53.5K 0.26% 95
2020
Q3 		$837K Buy
3,812
+26
+0.7% +$5.34K 0.3% 79
2020
Q2 		$698K Buy
3,786
+1,815
+92% +$333K 0.28% 90
2020
Q1 		$326K Buy
+1,971
New +$388K 0.18% 146

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 Alliance's MCD Position: Q1 2026 in Review

Wealth Alliance reduced its McDonald's (MCD) stake by 11% in Q1 2026, selling an estimated $241K and leaving 6,334 shares worth $1.97M. The position accounts for 0.19% of the portfolio, ranked #105.

Wealth Alliance first reported a position in MCD in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.32M in Q1 2025. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Wealth Alliance held 6,334 shares of McDonald's worth $1.97M as of Q1 2026.
  • Wealth Alliance sold 758 McDonald's shares in Q1 2026, an estimated $241K.
  • McDonald's made up 0.19% of Wealth Alliance's portfolio in Q1 2026, its #105 holding.
  • Wealth Alliance first reported a position in McDonald's in Q1 2020 and has held it in 25 quarters since.
  • Wealth Alliance's McDonald's position peaked at $2.32M in Q1 2025.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.