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Blackston Financial Advisory Group’s McDonald's MCD Stock Holding History

Blackston Financial Advisory 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 		$271K Sell
871
-86
-9% -$27.4K 0.17% 74
2025
Q4 		$292K Sell
957
-35
-4% -$10.7K 0.18% 73
2025
Q3 		$302K Sell
992
-146
-13% -$44.4K 0.18% 69
2025
Q2 		$332K Buy
1,138
+188
+20% +$58K 0.21% 65
2025
Q1 		$297K Sell
950
-1,615
-63% -$483K 0.2% 63
2024
Q4 		$744K Buy
2,565
+177
+7% +$52.8K 0.37% 42
2024
Q3 		$728K Buy
2,388
+398
+20% +$110K 0.38% 44
2024
Q2 		$507K Buy
+1,990
New +$528K 0.28% 33
2024
Q1 		– Sell
-1,027
Closed -$305K – 83
2023
Q4 		$305K Sell
1,027
-107
-9% -$29.1K 0.19% 69
2023
Q3 		$299K Buy
1,134
+44
+4% +$12.5K 0.21% 70
2023
Q2 		$325K Sell
1,090
-83
-7% -$24.1K 0.23% 64
2023
Q1 		$328K Sell
1,173
-24
-2% -$6.43K 0.25% 71
2022
Q4 		$315K Buy
1,197
+57
+5% +$15K 0.23% 74
2022
Q3 		$311K Sell
1,140
-87
-7% -$22.2K 0.22% 68
2022
Q2 		$310K Buy
1,227
+76
+7% +$18.7K 0.2% 66
2022
Q1 		$278K Buy
1,151
+68
+6% +$16.9K 0.18% 64
2021
Q4 		$290K Buy
+1,083
New +$273K 0.17% 69

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

Blackston Financial Advisory Group's MCD Position: Q1 2026 in Review

Blackston Financial Advisory Group reduced its McDonald's (MCD) stake by 9% in Q1 2026, selling an estimated $27.4K and leaving 871 shares worth $271K. The position accounts for 0.17% of the portfolio, ranked #74.

Blackston Financial Advisory Group first reported a position in MCD in Q4 2021 and has held it in 17 quarters since. The position peaked at $744K in Q4 2024. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Blackston Financial Advisory Group held 871 shares of McDonald's worth $271K as of Q1 2026.
  • Blackston Financial Advisory Group sold 86 McDonald's shares in Q1 2026, an estimated $27.4K.
  • McDonald's made up 0.17% of Blackston Financial Advisory Group's portfolio in Q1 2026, its #74 holding.
  • Blackston Financial Advisory Group first reported a position in McDonald's in Q4 2021 and has held it in 17 quarters since.
  • Blackston Financial Advisory Group's McDonald's position peaked at $744K in Q4 2024.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.