WealthCare Investment Partners’s McDonald's MCD Stock Holding History

WealthCare Investment Partners’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	$325K	Sell	1,043 -5	-0.5%	-$1.59K	0.09%	150
2025 Q4	$318K	Buy	1,048 +66	+7%	+$20.2K	0.09%	147
2025 Q3	$295K	Buy	+982	New	+$299K	0.1%	139

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 $147M AUM 25.76% 1-Year Est. Return

WealthCare Investment Partners's MCD Position: Q1 2026 in Review

WealthCare Investment Partners reduced its McDonald's (MCD) stake by 0.48% in Q1 2026, selling an estimated $1.59K and leaving 1,043 shares worth $325K. The position accounts for 0.09% of the portfolio, ranked #150.

WealthCare Investment Partners first reported a position in MCD in Q3 2025 and has held it in 3 quarters since. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

WealthCare Investment Partners held 1,043 shares of McDonald's worth $325K as of Q1 2026.
WealthCare Investment Partners sold 5 McDonald's shares in Q1 2026, an estimated $1.59K.
McDonald's made up 0.09% of WealthCare Investment Partners's portfolio in Q1 2026, its #150 holding.
WealthCare Investment Partners first reported a position in McDonald's in Q3 2025 and has held it in 3 quarters since.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.