Alpha Financial Partners’s McDonald's MCD Stock Holding History

Alpha Financial Partners’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	$254K	Sell	816 -25	-3%	-$7.96K	0.15%	82
2025 Q4	$257K	Buy	841 +99	+13%	+$30.3K	0.16%	77
2025 Q3	$225K	Buy	742 +27	+4%	+$8.22K	0.15%	83
2025 Q2	$209K	Sell	715 -56	-7%	-$17.3K	0.15%	84
2025 Q1	$241K	Sell	771 -90	-10%	-$26.9K	0.19%	69
2024 Q4	$250K	Buy	+861	New	+$257K	0.2%	61
2024 Q3	–	Sell	-965	Closed	-$246K	–	132
2024 Q2	$246K	Buy	965 +39	+4%	+$10.3K	0.21%	59
2024 Q1	$261K	Sell	926 -240	-21%	-$69.8K	0.24%	52
2023 Q4	$346K	Sell	1,166 -214	-16%	-$58.2K	0.34%	40
2023 Q3	$364K	Buy	1,380 +5	+0.4%	+$1.43K	0.42%	41
2023 Q2	$410K	Buy	1,375 +163	+13%	+$47.4K	0.44%	44
2023 Q1	$339K	Buy	1,212 +38	+3%	+$10.2K	0.38%	51
2022 Q4	$309K	Buy	+1,174	New	+$310K	0.38%	52

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

Alpha Financial Partners's MCD Position: Q1 2026 in Review

Alpha Financial Partners reduced its McDonald's (MCD) stake by 3% in Q1 2026, selling an estimated $7.96K and leaving 816 shares worth $254K. The position accounts for 0.15% of the portfolio, ranked #82.

Alpha Financial Partners first reported a position in MCD in Q4 2022 and has held it in 13 quarters since. The position peaked at $410K in Q2 2023. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Alpha Financial Partners held 816 shares of McDonald's worth $254K as of Q1 2026.
Alpha Financial Partners sold 25 McDonald's shares in Q1 2026, an estimated $7.96K.
McDonald's made up 0.15% of Alpha Financial Partners's portfolio in Q1 2026, its #82 holding.
Alpha Financial Partners first reported a position in McDonald's in Q4 2022 and has held it in 13 quarters since.
Alpha Financial Partners's McDonald's position peaked at $410K in Q2 2023.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Alpha Financial Partners's 13F filing for Q1 2026, filed 13 May 2026.