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Williams Jones Wealth Management’s McDonald's MCD Stock Holding History

Williams Jones 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 		$3.32M Buy
10,692
+82
+0.8% +$26.1K 0.04% 157
2025
Q4 		$3.24M Buy
10,610
+8
+0.1% +$2.45K 0.04% 162
2025
Q3 		$3.22M Buy
10,602
+530
+5% +$161K 0.04% 157
2025
Q2 		$2.94M Sell
10,072
-1,042
-9% -$321K 0.04% 163
2025
Q1 		$3.47M Sell
11,114
-432
-4% -$129K 0.04% 151
2024
Q4 		$3.35M Buy
11,546
+146
+1% +$43.5K 0.04% 156
2024
Q3 		$3.47M Sell
11,400
-1,343
-11% -$370K 0.04% 159
2024
Q2 		$3.25M Sell
12,743
-1,078
-8% -$286K 0.04% 158
2024
Q1 		$3.9M Buy
13,821
+644
+5% +$187K 0.05% 141
2023
Q4 		$3.91M Buy
13,177
+24
+0.2% +$6.53K 0.05% 138
2023
Q3 		$3.47M Sell
13,153
-49
-0.4% -$14K 0.05% 145
2023
Q2 		$3.94M Buy
13,202
+18
+0.1% +$5.23K 0.06% 142
2023
Q1 		$3.69M Buy
13,184
+320
+2% +$85.7K 0.06% 152
2022
Q4 		$3.39M Sell
12,864
-265
-2% -$69.9K 0.06% 155
2022
Q3 		$3.03M Buy
13,129
+217
+2% +$55.5K 0.05% 162
2022
Q2 		$3.19M Buy
12,912
+2,809
+28% +$692K 0.05% 167
2022
Q1 		$2.5M Buy
10,103
+629
+7% +$157K 0.03% 186
2021
Q4 		$2.54M Buy
9,474
+28
+0.3% +$7.07K 0.03% 182
2021
Q3 		$2.28M Buy
9,446
+267
+3% +$63.7K 0.03% 187
2021
Q2 		$2.12M Buy
9,179
+161
+2% +$37.5K 0.03% 194
2021
Q1 		$2.02M Sell
9,018
-50
-0.6% -$10.7K 0.03% 193
2020
Q4 		$1.95M Buy
9,068
+40
+0.4% +$8.7K 0.03% 181
2020
Q3 		$1.98M Buy
9,028
+975
+12% +$200K 0.04% 164
2020
Q2 		$1.49M Buy
8,053
+685
+9% +$126K 0.03% 173
2020
Q1 		$1.22M Sell
7,368
-1,159
-14% -$228K 0.03% 159
2019
Q4 		$1.69M Buy
8,527
+1,400
+20% +$278K 0.03% 172
2019
Q3 		$1.53M Buy
+7,127
New +$1.53M 0.03% 172

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

Williams Jones Wealth Management's MCD Position: Q1 2026 in Review

Williams Jones Wealth Management increased its McDonald's (MCD) stake by 0.77% in Q1 2026, buying an estimated $26.1K and bringing the position to 10,692 shares worth $3.32M. The position accounts for 0.04% of the portfolio, ranked #157.

Williams Jones Wealth Management first reported a position in MCD in Q3 2019 and has held it in 27 quarters since. The position peaked at $3.94M in Q2 2023. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Williams Jones Wealth Management held 10,692 shares of McDonald's worth $3.32M as of Q1 2026.
  • Williams Jones Wealth Management bought 82 McDonald's shares in Q1 2026, an estimated $26.1K.
  • McDonald's made up 0.04% of Williams Jones Wealth Management's portfolio in Q1 2026, its #157 holding.
  • Williams Jones Wealth Management first reported a position in McDonald's in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's McDonald's position peaked at $3.94M in Q2 2023.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.