Wealth Effects’s McDonald's MCD Stock Holding History

Wealth Effects’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	$232K	Hold	748	–	–	0.08%	193
2025 Q4	$229K	Buy	+748	New	+$229K	0.07%	185
2025 Q3	–	Sell	-815	Closed	-$238K	–	224
2025 Q2	$238K	Sell	815 -70	-8%	-$21.6K	0.09%	180
2025 Q1	$276K	Hold	885	–	–	0.12%	148
2024 Q4	$257K	Sell	885 -443	-33%	-$132K	0.09%	178
2024 Q3	$404K	Hold	1,328	–	–	0.14%	129
2024 Q2	$338K	Sell	1,328 -15	-1%	-$3.98K	0.12%	136
2024 Q1	$379K	Sell	1,343 -25	-2%	-$7.27K	0.14%	130
2023 Q4	$406K	Buy	1,368 +22	+2%	+$5.99K	0.15%	128
2023 Q3	$355K	Buy	1,346 +13	+1%	+$3.71K	0.18%	117
2023 Q2	$398K	Hold	1,333	–	–	0.18%	118
2023 Q1	$373K	Hold	1,333	–	–	0.19%	120
2022 Q4	$351K	Buy	+1,333	New	+$352K	0.2%	118

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Effects's MCD Position: Q1 2026 in Review

Wealth Effects held its McDonald's (MCD) position steady in Q1 2026 at 748 shares worth $232K. The position accounts for 0.08% of the portfolio, ranked #193.

Wealth Effects first reported a position in MCD in Q4 2022 and has held it in 13 quarters since. The position peaked at $406K in Q4 2023. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Wealth Effects held 748 shares of McDonald's worth $232K as of Q1 2026.
Wealth Effects left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.08% of Wealth Effects's portfolio in Q1 2026, its #193 holding.
Wealth Effects first reported a position in McDonald's in Q4 2022 and has held it in 13 quarters since.
Wealth Effects's McDonald's position peaked at $406K in Q4 2023.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.