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Wescott Financial Advisory Group’s McDonald's MCD Stock Holding History

Wescott Financial Advisory Group’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 		$446K Buy
1,436
+66
+5% +$21K 0.04% 134
2025
Q4 		$419K Buy
1,370
+61
+5% +$18.7K 0.04% 137
2025
Q3 		$398K Buy
1,309
+35
+3% +$10.7K 0.04% 134
2025
Q2 		$372K Buy
1,274
+8
+0.6% +$2.47K 0.04% 133
2025
Q1 		$396K Buy
1,266
+17
+1% +$5.08K 0.04% 124
2024
Q4 		$362K Sell
1,249
-16
-1% -$4.77K 0.04% 130
2024
Q3 		$385K Buy
1,265
+37
+3% +$10.2K 0.04% 136
2024
Q2 		$313K Buy
+1,228
New +$326K 0.04% 140

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

Wescott Financial Advisory Group's MCD Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its McDonald's (MCD) stake by 4.8% in Q1 2026, buying an estimated $21K and bringing the position to 1,436 shares worth $446K. The position accounts for 0.04% of the portfolio, ranked #134.

Wescott Financial Advisory Group first reported a position in MCD in Q2 2024 and has held it in 8 quarters since. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Wescott Financial Advisory Group held 1,436 shares of McDonald's worth $446K as of Q1 2026.
  • Wescott Financial Advisory Group bought 66 McDonald's shares in Q1 2026, an estimated $21K.
  • McDonald's made up 0.04% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #134 holding.
  • Wescott Financial Advisory Group first reported a position in McDonald's in Q2 2024 and has held it in 8 quarters since.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.