WMG Financial Advisors’s McDonald's MCD Stock Holding History

WMG Financial Advisors’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	–	Sell	-656	Closed	-$200K	–	107
2025 Q4	$200K	Sell	656 -151	-19%	-$46.2K	0.08%	104
2025 Q3	$245K	Buy	807 +48	+6%	+$14.6K	0.08%	170
2025 Q2	$222K	Sell	759 -8	-1%	-$2.47K	0.08%	172
2025 Q1	$240K	Buy	767 +12	+2%	+$3.59K	0.1%	145
2024 Q4	$219K	Buy	755 +31	+4%	+$9.24K	0.09%	150
2024 Q3	$220K	Buy	+724	New	+$200K	0.1%	153

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

WMG Financial Advisors's MCD Position: Q1 2026 in Review

WMG Financial Advisors sold out of McDonald's (MCD) in Q1 2026, closing a stake of 656 shares — an estimated $200K sold.

WMG Financial Advisors first reported a position in MCD in Q3 2024 and held it in 6 quarters. The position peaked at $245K in Q3 2025. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

WMG Financial Advisors reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
WMG Financial Advisors sold 656 McDonald's shares in Q1 2026, an estimated $200K.
WMG Financial Advisors first reported a position in McDonald's in Q3 2024 and held it in 6 quarters.
WMG Financial Advisors's McDonald's position peaked at $245K in Q3 2025.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on WMG Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.