WA
MCD icon

WPG Advisers’s McDonald's MCD Stock Holding History

WPG Advisers’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 		$97.9K Sell
315
-64
-17% -$20.4K 0.07% 153
2025
Q4 		$116K Buy
379
+44
+13% +$13.5K 0.09% 151
2025
Q3 		$102K Sell
335
-45
-12% -$13.7K 0.08% 156
2025
Q2 		$111K Buy
380
+26
+7% +$8.02K 0.09% 140
2025
Q1 		$111K Sell
354
-44
-11% -$13.2K 0.1% 147
2024
Q4 		$115K Buy
+398
New +$119K 0.11% 163

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

WPG Advisers's MCD Position: Q1 2026 in Review

WPG Advisers reduced its McDonald's (MCD) stake by 17% in Q1 2026, selling an estimated $20.4K and leaving 315 shares worth $97.9K. The position accounts for 0.07% of the portfolio, ranked #153.

WPG Advisers first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. The position peaked at $116K in Q4 2025. 3,569 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • WPG Advisers held 315 shares of McDonald's worth $97.9K as of Q1 2026.
  • WPG Advisers sold 64 McDonald's shares in Q1 2026, an estimated $20.4K.
  • McDonald's made up 0.07% of WPG Advisers's portfolio in Q1 2026, its #153 holding.
  • WPG Advisers first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
  • WPG Advisers's McDonald's position peaked at $116K in Q4 2025.
  • 3,569 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on WPG Advisers's 13F filing for Q1 2026, filed 30 Apr 2026.