Westbourne Investment Advisors’s McDonald's MCD Stock Holding History

Westbourne Investment Advisors’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	$895K	Hold	2,881	–	–	0.26%	59
2025 Q4	$881K	Hold	2,881	–	–	0.24%	60
2025 Q3	$876K	Hold	2,881	–	–	0.24%	60
2025 Q2	$842K	Hold	2,881	–	–	0.26%	57
2025 Q1	$900K	Sell	2,881 -30	-1%	-$8.97K	0.32%	51
2024 Q4	$844K	Buy	2,911 +30	+1%	+$8.95K	0.29%	52
2024 Q3	$877K	Hold	2,881	–	–	0.31%	51
2024 Q2	$734K	Hold	2,881	–	–	0.27%	53
2024 Q1	$812K	Sell	2,881 -100	-3%	-$29.1K	0.3%	53
2023 Q4	$884K	Hold	2,981	–	–	0.35%	49
2023 Q3	$785K	Hold	2,981	–	–	0.36%	48
2023 Q2	$890K	Hold	2,981	–	–	0.4%	49
2023 Q1	$834K	Hold	2,981	–	–	0.4%	51
2022 Q4	$786K	Hold	2,981	–	–	0.4%	53
2022 Q3	$688K	Hold	2,981	–	–	0.36%	54
2022 Q2	$736K	Hold	2,981	–	–	0.46%	48
2022 Q1	$737K	Hold	2,981	–	–	0.3%	55
2021 Q4	$799K	Buy	+2,981	New	+$753K	0.31%	54
2015 Q4	–	Sell	-4,872	Closed	-$480K	–	106
2015 Q3	$480K	Buy	4,872 +2,350	+93%	+$229K	0.48%	64
2015 Q2	$240K	Buy	+2,522	New	+$244K	0.22%	96

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Westbourne Investment Advisors's MCD Position: Q1 2026 in Review

Westbourne Investment Advisors held its McDonald's (MCD) position steady in Q1 2026 at 2,881 shares worth $895K. The position accounts for 0.26% of the portfolio, ranked #59.

Westbourne Investment Advisors first reported a position in MCD in Q2 2015 and has held it in 20 quarters since. The position peaked at $900K in Q1 2025. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Westbourne Investment Advisors held 2,881 shares of McDonald's worth $895K as of Q1 2026.
Westbourne Investment Advisors left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.26% of Westbourne Investment Advisors's portfolio in Q1 2026, its #59 holding.
Westbourne Investment Advisors first reported a position in McDonald's in Q2 2015 and has held it in 20 quarters since.
Westbourne Investment Advisors's McDonald's position peaked at $900K in Q1 2025.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Westbourne Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.