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Western Pacific Wealth Management’s McDonald's MCD Stock Holding History

Western Pacific Wealth 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 		$157K Buy
505
+2
+0.4% +$637 0.16% 69
2025
Q4 		$154K Buy
503
+1
+0.2% +$306 0.15% 71
2025
Q3 		$152K Buy
502
+2
+0.4% +$609 0.15% 78
2025
Q2 		$146K Sell
500
-41
-8% -$12.6K 0.14% 86
2025
Q1 		$169K Buy
541
+2
+0.4% +$598 0.15% 73
2024
Q4 		$156K Sell
539
-87
-14% -$25.9K 0.13% 78
2024
Q3 		$191K Buy
626
+151
+32% +$41.6K 0.13% 62
2024
Q2 		$121K Buy
475
+146
+44% +$38.7K 0.09% 77
2024
Q1 		$92.6K Sell
329
-98
-23% -$28.5K 0.07% 105
2023
Q4 		$127K Sell
427
-209
-33% -$56.9K 0.09% 70
2023
Q3 		$168K Buy
636
+31
+5% +$8.84K 0.14% 48
2023
Q2 		$181K Hold
605
– – 0.14% 43
2023
Q1 		$169K Buy
605
+160
+36% +$42.9K 0.13% 47
2022
Q4 		$117K Buy
445
+220
+98% +$58K 0.1% 67
2022
Q3 		$51K Buy
225
+100
+80% +$25.6K 0.05% 99
2022
Q2 		$30K Hold
125
– – 0.03% 105
2022
Q1 		$30K Sell
125
-125
-50% -$31.1K 0.02% 124
2021
Q4 		$67K Buy
+250
New +$63.1K 0.04% 90

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

Western Pacific Wealth Management's MCD Position: Q1 2026 in Review

Western Pacific Wealth Management increased its McDonald's (MCD) stake by 0.4% in Q1 2026, buying an estimated $637 and bringing the position to 505 shares worth $157K. The position accounts for 0.16% of the portfolio, ranked #69.

Western Pacific Wealth Management first reported a position in MCD in Q4 2021 and has held it in 18 quarters since. The position peaked at $191K in Q3 2024. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Western Pacific Wealth Management held 505 shares of McDonald's worth $157K as of Q1 2026.
  • Western Pacific Wealth Management bought 2 McDonald's shares in Q1 2026, an estimated $637.
  • McDonald's made up 0.16% of Western Pacific Wealth Management's portfolio in Q1 2026, its #69 holding.
  • Western Pacific Wealth Management first reported a position in McDonald's in Q4 2021 and has held it in 18 quarters since.
  • Western Pacific Wealth Management's McDonald's position peaked at $191K in Q3 2024.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.