WFA of San Diego’s McDonald's MCD Stock Holding History

WFA of San Diego’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	$116K	Sell	372 -72	-16%	-$22.9K	0.09%	121
2025 Q4	$136K	Buy	444 +2	+0.5%	+$613	0.1%	117
2025 Q3	$134K	Buy	442 +3	+0.7%	+$913	0.09%	123
2025 Q2	$128K	Buy	+439	New	+$135K	0.09%	121
2024 Q3	$5.18K	Hold	17	–	–	﹤0.01%	318
2024 Q2	$4.33K	Buy	+17	New	+$4.51K	﹤0.01%	323
2023 Q3	$4.48K	Buy	+17	New	+$4.85K	﹤0.01%	316
2023 Q1	–	Sell	-390	Closed	-$103K	–	271
2022 Q4	$103K	Buy	+390	New	+$103K	0.08%	138
2022 Q3	–	Sell	-49	Closed	-$12K	–	265
2022 Q2	$12K	Buy	+49	New	+$12.1K	0.01%	264
2022 Q1	–	Sell	-1,114	Closed	-$299K	–	131
2021 Q4	$299K	Buy	1,114 +118	+12%	+$29.8K	0.17%	97
2021 Q3	$240K	Buy	996 +104	+12%	+$24.8K	0.17%	91
2021 Q2	$206K	Buy	+892	New	+$208K	0.16%	86
2021 Q1	–	Sell	-850	Closed	-$214	–	114
2020 Q4	$214	Buy	+850	New	+$185K	0.06%	50
2020 Q3	–	Sell	-2,308	Closed	-$486K	–	176
2020 Q2	$486K	Buy	+2,308	New	+$423K	0.11%	157

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

WFA of San Diego's MCD Position: Q1 2026 in Review

WFA of San Diego reduced its McDonald's (MCD) stake by 16% in Q1 2026, selling an estimated $22.9K and leaving 372 shares worth $116K. The position accounts for 0.09% of the portfolio, ranked #121.

WFA of San Diego first reported a position in MCD in Q2 2020 and has held it in 14 quarters since. The position peaked at $486K in Q2 2020. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

WFA of San Diego held 372 shares of McDonald's worth $116K as of Q1 2026.
WFA of San Diego sold 72 McDonald's shares in Q1 2026, an estimated $22.9K.
McDonald's made up 0.09% of WFA of San Diego's portfolio in Q1 2026, its #121 holding.
WFA of San Diego first reported a position in McDonald's in Q2 2020 and has held it in 14 quarters since.
WFA of San Diego's McDonald's position peaked at $486K in Q2 2020.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.