WealthShield Partners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.22M | Buy |
16,811
+1,248
| +8% | +$398K | 0.58% | 48 |
|
|
2025
Q4 | $4.76M | Sell |
15,563
-466
| -3% | -$143K | 0.52% | 54 |
|
|
2025
Q3 | $4.87M | Buy |
16,029
+6,413
| +67% | +$1.95M | 0.55% | 50 |
|
|
2025
Q2 | $2.81M | Buy |
9,616
+3,614
| +60% | +$1.11M | 0.34% | 85 |
|
|
2025
Q1 | $1.87M | Buy |
6,002
+1,461
| +32% | +$437K | 0.24% | 113 |
|
|
2024
Q4 | $1.32M | Sell |
4,541
-785
| -15% | -$234K | 0.19% | 126 |
|
|
2024
Q3 | $1.62M | Buy |
5,326
+361
| +7% | +$99.5K | 0.22% | 114 |
|
|
2024
Q2 | $1.27M | Sell |
4,965
-1,482
| -23% | -$393K | 0.19% | 123 |
|
|
2024
Q1 | $1.82M | Sell |
6,447
-229
| -3% | -$66.6K | 0.29% | 96 |
|
|
2023
Q4 | $1.98M | Sell |
6,676
-94
| -1% | -$25.6K | 0.33% | 89 |
|
|
2023
Q3 | $1.78M | Buy |
6,770
+4,011
| +145% | +$1.14M | 0.27% | 102 |
|
|
2023
Q2 | $823K | Buy |
2,759
+90
| +3% | +$26.1K | 0.12% | 164 |
|
|
2023
Q1 | $746K | Sell |
2,669
-508
| -16% | -$136K | 0.12% | 176 |
|
|
2022
Q4 | $837K | Buy |
3,177
+33
| +1% | +$8.71K | 0.16% | 153 |
|
|
2022
Q3 | $725K | Sell |
3,144
-362
| -10% | -$92.5K | 0.14% | 165 |
|
|
2022
Q2 | $866K | Buy |
3,506
+51
| +1% | +$12.6K | 0.17% | 143 |
|
|
2022
Q1 | $854K | Sell |
3,455
-25
| -0.7% | -$6.23K | 0.14% | 167 |
|
|
2021
Q4 | $933K | Buy |
3,480
+653
| +23% | +$165K | 0.16% | 141 |
|
|
2021
Q3 | $682K | Sell |
2,827
-539
| -16% | -$129K | 0.18% | 111 |
|
|
2021
Q2 | $778K | Buy |
3,366
+332
| +11% | +$77.3K | 0.12% | 125 |
|
|
2021
Q1 | $680K | Sell |
3,034
-577
| -16% | -$123K | 0.12% | 123 |
|
|
2020
Q4 | $775K | Buy |
3,611
+277
| +8% | +$60.2K | 0.14% | 122 |
|
|
2020
Q3 | $732K | Sell |
3,334
-110
| -3% | -$22.6K | 0.26% | 87 |
|
|
2020
Q2 | $635K | Sell |
3,444
-811
| -19% | -$149K | 0.29% | 81 |
|
|
2020
Q1 | $704K | Sell |
4,255
-900
| -17% | -$177K | 0.43% | 56 |
|
|
2019
Q4 | $1.02M | Buy |
5,155
+584
| +13% | +$116K | 0.5% | 40 |
|
|
2019
Q3 | $981K | Buy |
4,571
+321
| +8% | +$68.8K | 0.52% | 41 |
|
|
2019
Q2 | $883K | Buy |
4,250
+246
| +6% | +$48.7K | 0.51% | 42 |
|
|
2019
Q1 | $760K | Buy |
4,004
+821
| +26% | +$149K | 0.42% | 51 |
|
|
2018
Q4 | $565K | Buy |
3,183
+152
| +5% | +$27K | 0.39% | 50 |
|
|
2018
Q3 | $507K | Sell |
3,031
-288
| -9% | -$46.2K | 0.29% | 64 |
|
|
2018
Q2 | $520K | Buy |
3,319
+100
| +3% | +$16.2K | 0.32% | 56 |
|
|
2018
Q1 | $503K | Buy |
3,219
+451
| +16% | +$74.2K | 0.32% | 60 |
|
|
2017
Q4 | $479K | Buy |
+2,768
| New | +$465K | 0.29% | 71 |
|
Other funds holding MCD
VCM
VPM
DAM
WealthShield Partners's MCD Position: Q1 2026 in Review
WealthShield Partners increased its McDonald's (MCD) stake by 8% in Q1 2026, buying an estimated $398K and bringing the position to 16,811 shares worth $5.22M. The position accounts for 0.58% of the portfolio, ranked #48.
WealthShield Partners first reported a position in MCD in Q4 2017 and has held it in 34 quarters since. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- WealthShield Partners held 16,811 shares of McDonald's worth $5.22M as of Q1 2026.
- WealthShield Partners bought 1,248 McDonald's shares in Q1 2026, an estimated $398K.
- McDonald's made up 0.58% of WealthShield Partners's portfolio in Q1 2026, its #48 holding.
- WealthShield Partners first reported a position in McDonald's in Q4 2017 and has held it in 34 quarters since.
- 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.