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Aufman Associates’s McDonald's MCD Stock Holding History

Aufman Associates’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 		$258K Hold
829
– – 0.13% 56
2025
Q4 		$253K Sell
829
-244
-23% -$74.7K 0.13% 54
2025
Q3 		$326K Hold
1,073
– – 0.18% 43
2025
Q2 		$314K Buy
1,073
+44
+4% +$13.6K 0.19% 41
2025
Q1 		$321K Hold
1,029
– – 0.22% 38
2024
Q4 		$298K Sell
1,029
-102
-9% -$30.4K 0.2% 42
2024
Q3 		$344K Buy
+1,131
New +$312K 0.22% 38

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

Aufman Associates's MCD Position: Q1 2026 in Review

Aufman Associates held its McDonald's (MCD) position steady in Q1 2026 at 829 shares worth $258K. The position accounts for 0.13% of the portfolio, ranked #56.

Aufman Associates first reported a position in MCD in Q3 2024 and has held it in 7 quarters since. The position peaked at $344K in Q3 2024. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Aufman Associates held 829 shares of McDonald's worth $258K as of Q1 2026.
  • Aufman Associates left its McDonald's share count unchanged in Q1 2026.
  • McDonald's made up 0.13% of Aufman Associates's portfolio in Q1 2026, its #56 holding.
  • Aufman Associates first reported a position in McDonald's in Q3 2024 and has held it in 7 quarters since.
  • Aufman Associates's McDonald's position peaked at $344K in Q3 2024.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Aufman Associates's 13F filing for Q1 2026, filed 15 May 2026.