Westshore Wealth’s McDonald's MCD Stock Holding History

Westshore Wealth’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	$351K	Sell	1,130 -95	-8%	-$30.3K	0.12%	67
2025 Q4	$374K	Sell	1,225 -200	-14%	-$61.3K	0.12%	66
2025 Q3	$433K	Hold	1,425	–	–	0.15%	59
2025 Q2	$416K	Buy	1,425 +1	+0.1%	+$308	0.16%	51
2025 Q1	$445K	Hold	1,424	–	–	0.19%	48
2024 Q4	$413K	Sell	1,424 -100	-7%	-$29.8K	0.17%	49
2024 Q3	$464K	Hold	1,524	–	–	0.19%	43
2024 Q2	$388K	Sell	1,524 -196	-11%	-$52K	0.16%	44
2024 Q1	$485K	Buy	1,720 +100	+6%	+$29.1K	0.2%	40
2023 Q4	$480K	Sell	1,620 -37	-2%	-$10.1K	0.22%	34
2023 Q3	$437K	Sell	1,657 -588	-26%	-$168K	0.24%	33
2023 Q2	$670K	Sell	2,245 -306	-12%	-$88.9K	0.34%	27
2023 Q1	$713K	Buy	2,551 +507	+25%	+$136K	0.37%	27
2022 Q4	$539K	Sell	2,044 -100	-5%	-$26.4K	0.31%	35
2022 Q3	$495K	Sell	2,144 -200	-9%	-$51.1K	0.34%	27
2022 Q2	$579K	Buy	+2,344	New	+$577K	0.38%	30
2021 Q3	–	Sell	-1,138	Closed	-$263K	–	115
2021 Q2	$263K	Buy	+1,138	New	+$265K	0.14%	109

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 $147M AUM 25.76% 1-Year Est. Return

Westshore Wealth's MCD Position: Q1 2026 in Review

Westshore Wealth reduced its McDonald's (MCD) stake by 7.8% in Q1 2026, selling an estimated $30.3K and leaving 1,130 shares worth $351K. The position accounts for 0.12% of the portfolio, ranked #67.

Westshore Wealth first reported a position in MCD in Q2 2021 and has held it in 17 quarters since. The position peaked at $713K in Q1 2023. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Westshore Wealth held 1,130 shares of McDonald's worth $351K as of Q1 2026.
Westshore Wealth sold 95 McDonald's shares in Q1 2026, an estimated $30.3K.
McDonald's made up 0.12% of Westshore Wealth's portfolio in Q1 2026, its #67 holding.
Westshore Wealth first reported a position in McDonald's in Q2 2021 and has held it in 17 quarters since.
Westshore Wealth's McDonald's position peaked at $713K in Q1 2023.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.