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West Wealth Group’s McDonald's MCD Stock Holding History

West Wealth 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 		$642K Buy
2,067
+41
+2% +$13.1K 0.13% 62
2025
Q4 		$619K Sell
2,026
-31
-2% -$9.49K 0.13% 56
2025
Q3 		$628K Sell
2,057
-277
-12% -$84.3K 0.14% 53
2025
Q2 		$718K Buy
2,334
+8
+0.3% +$2.47K 0.18% 43
2025
Q1 		$730K Buy
2,326
+42
+2% +$12.6K 0.22% 37
2024
Q4 		$662K Buy
2,284
+52
+2% +$15.5K 0.2% 37
2024
Q3 		$680K Buy
2,232
+19
+0.9% +$5.24K 0.22% 37
2024
Q2 		$564K Buy
2,213
+18
+0.8% +$4.78K 0.2% 40
2024
Q1 		$619K Buy
2,195
+6
+0.3% +$1.75K 0.23% 41
2023
Q4 		$649K Sell
2,189
-314
-13% -$85.5K 0.26% 35
2023
Q3 		$659K Sell
2,503
-60
-2% -$17.1K 0.29% 35
2023
Q2 		$765K Buy
2,563
+5
+0.2% +$1.45K 0.32% 29
2023
Q1 		$715K Buy
2,558
+5
+0.2% +$1.34K 0.33% 23
2022
Q4 		$673K Buy
2,553
+4
+0.2% +$1.05K 0.33% 28
2022
Q3 		$588K Buy
2,549
+5
+0.2% +$1.28K 0.3% 30
2022
Q2 		$628K Buy
2,544
+337
+15% +$83K 0.29% 33
2022
Q1 		$545K Buy
2,207
+74
+3% +$18.4K 0.22% 29
2021
Q4 		$571K Buy
+2,133
New +$539K 0.21% 30

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

West Wealth Group's MCD Position: Q1 2026 in Review

West Wealth Group increased its McDonald's (MCD) stake by 2% in Q1 2026, buying an estimated $13.1K and bringing the position to 2,067 shares worth $642K. The position accounts for 0.13% of the portfolio, ranked #62.

West Wealth Group first reported a position in MCD in Q4 2021 and has held it in 18 quarters since. The position peaked at $765K in Q2 2023. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • West Wealth Group held 2,067 shares of McDonald's worth $642K as of Q1 2026.
  • West Wealth Group bought 41 McDonald's shares in Q1 2026, an estimated $13.1K.
  • McDonald's made up 0.13% of West Wealth Group's portfolio in Q1 2026, its #62 holding.
  • West Wealth Group first reported a position in McDonald's in Q4 2021 and has held it in 18 quarters since.
  • West Wealth Group's McDonald's position peaked at $765K in Q2 2023.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.