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

Western 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 		$6.75M Buy
21,707
+2,991
+16% +$953K 0.26% 72
2025
Q4 		$5.72M Buy
18,716
+38
+0.2% +$11.6K 0.26% 67
2025
Q3 		$5.68M Buy
18,678
+453
+2% +$138K 0.3% 63
2025
Q2 		$5.32M Buy
18,225
+143
+0.8% +$44.1K 0.32% 63
2025
Q1 		$5.65M Sell
18,082
-15
-0.1% -$4.49K 0.37% 52
2024
Q4 		$5.25M Sell
18,097
-1,903
-10% -$567K 0.34% 57
2024
Q3 		$6.09M Buy
20,000
+3,103
+18% +$855K 0.35% 55
2024
Q2 		$4.31M Sell
16,897
-2,411
-12% -$640K 0.32% 63
2024
Q1 		$5.44M Buy
19,308
+3,729
+24% +$1.08M 0.42% 50
2023
Q4 		$4.62M Buy
15,579
+81
+0.5% +$22K 0.33% 61
2023
Q3 		$4.08M Sell
15,498
-531
-3% -$151K 0.35% 58
2023
Q2 		$4.78M Sell
16,029
-74
-0.5% -$21.5K 0.41% 46
2023
Q1 		$4.5M Buy
16,103
+511
+3% +$137K 0.42% 48
2022
Q4 		$4.11M Sell
15,592
-12,684
-45% -$3.35M 0.42% 50
2022
Q3 		$6.6M Buy
28,276
+4,259
+18% +$1.09M 0.38% 51
2022
Q2 		$5.93M Sell
24,017
-3,059
-11% -$753K 0.34% 63
2022
Q1 		$6.7M Buy
27,076
+13,035
+93% +$3.25M 0.33% 65
2021
Q4 		$3.76M Buy
+14,041
New +$3.55M 0.37% 52
2021
Q2 		$3.34M Buy
14,469
+1,279
+10% +$298K 0.34% 63
2021
Q1 		$2.96M Buy
13,190
+601
+5% +$129K 0.4% 54
2020
Q4 		$2.7M Buy
12,589
+1,375
+12% +$299K 0.4% 53
2020
Q3 		$2.46M Buy
11,214
+250
+2% +$51.3K 0.4% 47
2020
Q2 		$2.02M Buy
10,964
+1,732
+19% +$318K 0.37% 57
2020
Q1 		$1.52M Buy
9,232
+342
+4% +$67.4K 0.35% 67
2019
Q4 		$1.76M Sell
8,890
-846
-9% -$168K 0.27% 87
2019
Q3 		$2.09M Sell
9,736
-111
-1% -$23.8K 0.43% 52
2019
Q2 		$2.05M Sell
9,847
-354
-3% -$70.1K 0.27% 79
2019
Q1 		$1.94M Buy
10,201
+118
+1% +$21.4K 0.43% 51
2018
Q4 		$1.78M Buy
+10,083
New +$1.79M 0.48% 41

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 Wealth Management's MCD Position: Q1 2026 in Review

Western Wealth Management increased its McDonald's (MCD) stake by 16% in Q1 2026, buying an estimated $953K and bringing the position to 21,707 shares worth $6.75M. The position accounts for 0.26% of the portfolio, ranked #72.

Western Wealth Management first reported a position in MCD in Q4 2018 and has held it in 29 quarters since. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Western Wealth Management held 21,707 shares of McDonald's worth $6.75M as of Q1 2026.
  • Western Wealth Management bought 2,991 McDonald's shares in Q1 2026, an estimated $953K.
  • McDonald's made up 0.26% of Western Wealth Management's portfolio in Q1 2026, its #72 holding.
  • Western Wealth Management first reported a position in McDonald's in Q4 2018 and has held it in 29 quarters since.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.