WestEnd Advisors’s McDonald's MCD Stock Holding History

WestEnd 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	$2.18K	Hold	7	–	–	﹤0.01%	151
2025 Q4	$2.14K	Sell	7 -6	-46%	-$1.84K	﹤0.01%	155
2025 Q3	$3.95K	Sell	13 -1	-7%	-$304	﹤0.01%	109
2025 Q2	$4.09K	Sell	14 -1	-7%	-$308	﹤0.01%	109
2025 Q1	$4.69K	Buy	15 +11	+275%	+$3.29K	﹤0.01%	103
2024 Q4	$1.16K	Sell	4 -1	-20%	-$298	﹤0.01%	122
2024 Q3	$1.52K	Hold	5	–	–	﹤0.01%	102
2024 Q2	$1.27K	Hold	5	–	–	﹤0.01%	107
2024 Q1	$1.41K	Hold	5	–	–	﹤0.01%	101
2023 Q4	$1.48K	Hold	5	–	–	﹤0.01%	104
2023 Q3	$1.32K	Buy	+5	New	+$1.43K	﹤0.01%	96
2023 Q1	–	Sell	-5	Closed	-$1.34K	–	89
2022 Q4	$1.32K	Buy	5 +1	+25%	+$264	﹤0.01%	89
2022 Q3	$1K	Sell	4 -1	-20%	-$256	﹤0.01%	118
2022 Q2	$1.23K	Buy	+5	New	+$1.23K	﹤0.01%	98
2022 Q1	–	Sell	-6	Closed	-$1.5K	–	101
2021 Q4	$1.61K	Buy	+6	New	+$1.51K	﹤0.01%	91
2021 Q3	–	Hold	0	–	–	–	85
2021 Q2	–	Hold	0	–	–	–	85

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

WestEnd Advisors's MCD Position: Q1 2026 in Review

WestEnd Advisors held its McDonald's (MCD) position steady in Q1 2026 at 7 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #151.

WestEnd Advisors first reported a position in MCD in Q4 2021 and has held it in 15 quarters since. The position peaked at $4.69K in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

WestEnd Advisors held 7 shares of McDonald's worth $2.18K as of Q1 2026.
WestEnd Advisors left its McDonald's share count unchanged in Q1 2026.
McDonald's made up ﹤0.01% of WestEnd Advisors's portfolio in Q1 2026, its #151 holding.
WestEnd Advisors first reported a position in McDonald's in Q4 2021 and has held it in 15 quarters since.
WestEnd Advisors's McDonald's position peaked at $4.69K in Q1 2025.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on WestEnd Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.