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WealthTrust Asset Management’s McDonald's MCD Stock Holding History

WealthTrust Asset 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 		$203K Buy
+652
New +$208K 0.12% 92
2024
Q2 		– Sell
-792
Closed -$223K – 97
2024
Q1 		$223K Buy
792
+23
+3% +$6.69K 0.17% 76
2023
Q4 		$228K Buy
+769
New +$209K 0.19% 73

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

WealthTrust Asset Management's MCD Position: Q1 2026 in Review

WealthTrust Asset Management opened a new position in McDonald's (MCD) in Q1 2026: 652 shares worth $203K. The stake represents 0.12% of the portfolio and ranks #92 among its holdings. This is a return to the name: WealthTrust Asset Management previously reported a position in MCD as recently as Q1 2024.

WealthTrust Asset Management first reported a position in MCD in Q4 2023 and has held it in 3 quarters since. The position peaked at $228K in Q4 2023. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • WealthTrust Asset Management held 652 shares of McDonald's worth $203K as of Q1 2026.
  • McDonald's was a new WealthTrust Asset Management position in Q1 2026.
  • McDonald's made up 0.12% of WealthTrust Asset Management's portfolio in Q1 2026, its #92 holding.
  • WealthTrust Asset Management first reported a position in McDonald's in Q4 2023 and has held it in 3 quarters since.
  • WealthTrust Asset Management's McDonald's position peaked at $228K in Q4 2023.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on WealthTrust Asset Management's 13F filing for Q1 2026, filed 6 May 2026.