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Wealthspire Advisors (New York)’s McDonald's MCD Stock Holding History

Wealthspire Advisors (New York)’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 		$6.24M Sell
20,084
-2,167
-10% -$690K 0.05% 146
2025
Q4 		$6.8M Buy
22,251
+861
+4% +$264K 0.05% 137
2025
Q3 		$6.5M Sell
21,390
-12,312
-37% -$3.75M 0.03% 141
2025
Q2 		$9.85M Buy
33,702
+552
+2% +$170K 0.06% 114
2025
Q1 		$10.4M Buy
33,150
+15,579
+89% +$4.66M 0.06% 108
2024
Q4 		$5.09M Buy
17,571
+106
+0.6% +$31.6K 0.05% 146
2024
Q3 		$5.32M Buy
17,465
+2,147
+14% +$592K 0.05% 148
2024
Q2 		$3.9M Buy
15,318
+219
+1% +$58.1K 0.05% 133
2024
Q1 		$4.26M Sell
15,099
-355
-2% -$103K 0.06% 124
2023
Q4 		$4.58M Buy
15,454
+2,258
+17% +$615K 0.07% 117
2023
Q3 		$3.48M Buy
13,196
+1,998
+18% +$570K 0.06% 124
2023
Q2 		$3.34M Sell
11,198
-615
-5% -$179K 0.05% 114
2023
Q1 		$3.3M Sell
11,813
-1,620
-12% -$434K 0.06% 115
2022
Q4 		$3.54M Buy
13,433
+1,813
+16% +$478K 0.06% 115
2022
Q3 		$2.68M Buy
11,620
+265
+2% +$67.7K 0.06% 119
2022
Q2 		$2.8M Buy
11,355
+661
+6% +$163K 0.06% 119
2022
Q1 		$2.64M Sell
10,694
-2,266
-17% -$564K 0.06% 108
2021
Q4 		$3.47M Buy
12,960
+1,037
+9% +$262K 0.08% 97
2021
Q3 		$2.88M Buy
11,923
+6,489
+119% +$1.55M 0.06% 130
2021
Q2 		$1.25M Sell
5,434
-14,324
-72% -$3.33M 0.03% 138
2021
Q1 		$4.43M Buy
19,758
+7,650
+63% +$1.64M 0.11% 94
2020
Q4 		$2.6M Buy
12,108
+6,846
+130% +$1.49M 0.08% 111
2020
Q3 		$1.16M Buy
5,262
+555
+12% +$114K 0.07% 117
2020
Q2 		$868K Sell
4,707
-9,830
-68% -$1.8M 0.06% 113
2020
Q1 		$2.4M Buy
14,537
+12,463
+601% +$2.46M 0.1% 113
2019
Q4 		$410K Buy
2,074
+137
+7% +$27.2K 0.03% 116
2019
Q3 		$416K Buy
+1,937
New +$415K 0.03% 95
2019
Q1 		– Sell
-590
Closed -$105K – 491
2018
Q4 		$105K Buy
+590
New +$105K 0.01% 107

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

Wealthspire Advisors (New York)'s MCD Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its McDonald's (MCD) stake by 9.7% in Q1 2026, selling an estimated $690K and leaving 20,084 shares worth $6.24M. The position accounts for 0.05% of the portfolio, ranked #146.

Wealthspire Advisors (New York) first reported a position in MCD in Q4 2018 and has held it in 28 quarters since. The position peaked at $10.4M in Q1 2025. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Wealthspire Advisors (New York) held 20,084 shares of McDonald's worth $6.24M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 2,167 McDonald's shares in Q1 2026, an estimated $690K.
  • McDonald's made up 0.05% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #146 holding.
  • Wealthspire Advisors (New York) first reported a position in McDonald's in Q4 2018 and has held it in 28 quarters since.
  • Wealthspire Advisors (New York)'s McDonald's position peaked at $10.4M in Q1 2025.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.