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Windle Wealth’s McDonald's MCD Stock Holding History

Windle 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 		$8.61M Buy
27,712
+1,068
+4% +$340K 3.64% 16
2025
Q4 		$8.14M Buy
26,644
+349
+1% +$107K 3.65% 14
2025
Q3 		$7.99M Buy
26,295
+520
+2% +$158K 3.58% 16
2025
Q2 		$7.53M Buy
25,775
+238
+0.9% +$73.4K 3.68% 16
2025
Q1 		$7.98M Buy
25,537
+669
+3% +$200K 4.11% 15
2024
Q4 		$7.21M Buy
24,868
+484
+2% +$144K 3.99% 12
2024
Q3 		$7.43M Buy
24,384
+1,178
+5% +$325K 4.04% 12
2024
Q2 		$5.91M Buy
23,206
+1,550
+7% +$411K 3.61% 22
2024
Q1 		$6.11M Buy
21,656
+318
+1% +$92.5K 3.89% 19
2023
Q4 		$6.33M Sell
21,338
-869
-4% -$237K 4.44% 6
2023
Q3 		$5.85M Sell
22,207
-100
-0.4% -$28.5K 4.36% 10
2023
Q2 		$6.66M Sell
22,307
-63
-0.3% -$18.3K 4.8% 4
2023
Q1 		$6.25M Buy
22,370
+228
+1% +$61.1K 4.64% 6
2022
Q4 		$5.84M Buy
+22,142
New +$5.84M 4.55% 11

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

Windle Wealth's MCD Position: Q1 2026 in Review

Windle Wealth increased its McDonald's (MCD) stake by 4% in Q1 2026, buying an estimated $340K and bringing the position to 27,712 shares worth $8.61M. The position accounts for 3.64% of the portfolio, ranked #16.

Windle Wealth first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Windle Wealth held 27,712 shares of McDonald's worth $8.61M as of Q1 2026.
  • Windle Wealth bought 1,068 McDonald's shares in Q1 2026, an estimated $340K.
  • McDonald's made up 3.64% of Windle Wealth's portfolio in Q1 2026, its #16 holding.
  • Windle Wealth first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Windle Wealth's 13F filing for Q1 2026, filed 11 May 2026.