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WealthBridge Capital Management’s McDonald's MCD Stock Holding History

WealthBridge Capital Management’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 		$963K Buy
3,100
+28
+0.9% +$8.92K 0.22% 83
2025
Q4 		$939K Hold
3,072
– – 0.21% 77
2025
Q3 		$934K Hold
3,072
– – 0.22% 81
2025
Q2 		$898K Buy
3,072
+74
+2% +$22.8K 0.23% 79
2025
Q1 		$936K Buy
2,998
+2
+0.1% +$598 0.26% 74
2024
Q4 		$869K Hold
2,996
– – 0.24% 75
2024
Q3 		$912K Buy
2,996
+13
+0.4% +$3.58K 0.26% 69
2024
Q2 		$760K Sell
2,983
-27
-0.9% -$7.16K 0.25% 75
2024
Q1 		$849K Hold
3,010
– – 0.29% 64
2023
Q4 		$892K Buy
3,010
+23
+0.8% +$6.26K 0.33% 60
2023
Q3 		$787K Sell
2,987
-203
-6% -$57.9K 0.32% 63
2023
Q2 		$952K Buy
3,190
+3
+0.1% +$872 0.38% 57
2023
Q1 		$891K Hold
3,187
– – 0.36% 60
2022
Q4 		$840K Sell
3,187
-17
-0.5% -$4.49K 0.35% 62
2022
Q3 		$791K Hold
3,204
– – 0.34% 64
2022
Q2 		$791K Hold
3,204
– – 0.34% 64
2022
Q1 		$792K Hold
3,204
– – 0.3% 76
2021
Q4 		$859K Hold
3,204
– – 0.32% 66
2021
Q3 		$773K Hold
3,204
– – 0.29% 72
2021
Q2 		$740K Hold
3,204
– – 0.27% 83
2021
Q1 		$718K Hold
3,204
– – 0.29% 76
2020
Q4 		$688K Sell
3,204
-25
-0.8% -$5.44K 0.3% 71
2020
Q3 		$709K Hold
3,229
– – 0.36% 60
2020
Q2 		$596K Sell
3,229
-19
-0.6% -$3.48K 0.34% 60
2020
Q1 		$537K Buy
3,248
+85
+3% +$16.7K 0.37% 59
2019
Q4 		$625K Sell
3,163
-31
-1% -$6.15K 0.4% 59
2019
Q3 		$686K Buy
3,194
+389
+14% +$83.4K 0.49% 53
2019
Q2 		$498K Sell
2,805
-391
-12% -$77.4K 0.45% 54
2019
Q1 		$632K Buy
3,196
+391
+14% +$71K 0.4% 52
2018
Q4 		$498K Buy
+2,805
New +$497K 0.38% 54

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

WealthBridge Capital Management's MCD Position: Q1 2026 in Review

WealthBridge Capital Management increased its McDonald's (MCD) stake by 0.91% in Q1 2026, buying an estimated $8.92K and bringing the position to 3,100 shares worth $963K. The position accounts for 0.22% of the portfolio, ranked #83.

WealthBridge Capital Management first reported a position in MCD in Q4 2018 and has held it in 30 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • WealthBridge Capital Management held 3,100 shares of McDonald's worth $963K as of Q1 2026.
  • WealthBridge Capital Management bought 28 McDonald's shares in Q1 2026, an estimated $8.92K.
  • McDonald's made up 0.22% of WealthBridge Capital Management's portfolio in Q1 2026, its #83 holding.
  • WealthBridge Capital Management first reported a position in McDonald's in Q4 2018 and has held it in 30 quarters since.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.