AmeriFlex Group’s McDonald's MCD Stock Holding History

AmeriFlex Group’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	$174K	Buy	561 +22	+4%	+$7.01K	0.09%	191
2025 Q4	$165K	Sell	539 -179	-25%	-$54.8K	0.09%	202
2025 Q3	$218K	Sell	718 -3	-0.4%	-$913	0.08%	201
2025 Q2	$206K	Sell	721 -188	-21%	-$58K	0.11%	164
2025 Q1	$284K	Sell	909 -143	-14%	-$42.8K	0.12%	179
2024 Q4	$304K	Buy	+1,052	New	+$314K	0.14%	148

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

AmeriFlex Group's MCD Position: Q1 2026 in Review

AmeriFlex Group increased its McDonald's (MCD) stake by 4.1% in Q1 2026, buying an estimated $7.01K and bringing the position to 561 shares worth $174K. The position accounts for 0.09% of the portfolio, ranked #191.

AmeriFlex Group first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. The position peaked at $304K in Q4 2024. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

AmeriFlex Group held 561 shares of McDonald's worth $174K as of Q1 2026.
AmeriFlex Group bought 22 McDonald's shares in Q1 2026, an estimated $7.01K.
McDonald's made up 0.09% of AmeriFlex Group's portfolio in Q1 2026, its #191 holding.
AmeriFlex Group first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's McDonald's position peaked at $304K in Q4 2024.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.