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Cahill Financial Advisors’s McDonald's MCD Stock Holding History

Cahill Financial Advisors’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 		$450K Buy
1,449
+2
+0.1% +$637 0.05% 190
2025
Q4 		$442K Sell
1,447
-24
-2% -$7.35K 0.05% 188
2025
Q3 		$447K Buy
1,471
+32
+2% +$9.74K 0.05% 189
2025
Q2 		$421K Buy
1,439
+1
+0.1% +$308 0.05% 188
2025
Q1 		$449K Sell
1,438
-3
-0.2% -$897 0.06% 175
2024
Q4 		$418K Sell
1,441
-410
-22% -$122K 0.06% 175
2024
Q3 		$564K Buy
1,851
+50
+3% +$13.8K 0.08% 153
2024
Q2 		$459K Buy
1,801
+9
+0.5% +$2.39K 0.06% 180
2024
Q1 		$505K Buy
1,792
+107
+6% +$31.1K 0.07% 174
2023
Q4 		$500K Buy
1,685
+4
+0.2% +$1.09K 0.07% 163
2023
Q3 		$443K Sell
1,681
-8
-0.5% -$2.28K 0.07% 163
2023
Q2 		$504K Buy
1,689
+1
+0.1% +$291 0.08% 161
2023
Q1 		$472K Buy
1,688
+72
+4% +$19.3K 0.08% 156
2022
Q4 		$426K Sell
1,616
-4
-0.2% -$1.05K 0.08% 161
2022
Q3 		$374K Buy
1,620
+142
+10% +$36.3K 0.08% 168
2022
Q2 		$365K Sell
1,478
-375
-20% -$92.4K 0.08% 168
2022
Q1 		$459K Sell
1,853
-220
-11% -$54.8K 0.09% 162
2021
Q4 		$555K Sell
2,073
-601
-22% -$152K 0.11% 156
2021
Q3 		$645K Buy
2,674
+2
+0.1% +$477 0.13% 141
2021
Q2 		$618K Buy
2,672
+2
+0.1% +$465 0.14% 129
2021
Q1 		$598K Buy
2,670
+3
+0.1% +$642 0.15% 127
2020
Q4 		$572K Buy
2,667
+48
+2% +$10.4K 0.14% 118
2020
Q3 		$575K Buy
2,619
+2
+0.1% +$411 0.21% 98
2020
Q2 		$483K Sell
2,617
-197
-7% -$36.1K 0.19% 100
2020
Q1 		$466K Buy
2,814
+74
+3% +$14.6K 0.22% 94
2019
Q4 		$542K Sell
2,740
-163
-6% -$32.3K 0.2% 102
2019
Q3 		$624K Buy
2,903
+2
+0.1% +$429 0.24% 94
2019
Q2 		$603K Buy
2,901
+53
+2% +$10.5K 0.24% 91
2019
Q1 		$541K Buy
2,848
+2
+0.1% +$363 0.23% 92
2018
Q4 		$506K Sell
2,846
-46
-2% -$8.16K 0.25% 92
2018
Q3 		$484K Sell
2,892
-110
-4% -$17.6K 0.21% 98
2018
Q2 		$471K Sell
3,002
-501
-14% -$81.2K 0.22% 102
2018
Q1 		$548K Buy
3,503
+106
+3% +$17.4K 0.26% 90
2017
Q4 		$585K Sell
3,397
-120
-3% -$20.2K 0.29% 87
2017
Q3 		$551K Buy
3,517
+101
+3% +$15.8K 0.29% 81
2017
Q2 		$524K Sell
3,416
-6
-0.2% -$867 0.29% 83
2017
Q1 		$444K Hold
3,422
– – 0.26% 89
2016
Q4 		$417K Buy
3,422
+200
+6% +$23.5K 0.25% 87
2016
Q3 		$372K Hold
3,222
– – 0.24% 91
2016
Q2 		$388K Buy
3,222
+1,190
+59% +$149K 0.27% 85
2016
Q1 		$256K Buy
2,032
+18
+0.9% +$2.15K 0.19% 98
2015
Q4 		$238K Buy
+2,014
New +$225K 0.19% 94
2015
Q3 		– Sell
-2,164
Closed -$206K – 111
2015
Q2 		$206K Sell
2,164
-150
-6% -$14.5K 0.15% 106
2015
Q1 		$226K Hold
2,314
– – 0.17% 97
2014
Q4 		$217K Sell
2,314
-675
-23% -$63.2K 0.17% 99
2014
Q3 		$284K Sell
2,989
-1,106
-27% -$105K 0.23% 91
2014
Q2 		$413K Sell
4,095
-645
-14% -$65.1K 0.32% 72
2014
Q1 		$465K Sell
4,740
-51
-1% -$4.88K 0.4% 57
2013
Q4 		$465K Buy
+4,791
New +$460K 0.4% 62

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

Cahill Financial Advisors's MCD Position: Q1 2026 in Review

Cahill Financial Advisors increased its McDonald's (MCD) stake by 0.14% in Q1 2026, buying an estimated $637 and bringing the position to 1,449 shares worth $450K. The position accounts for 0.05% of the portfolio, ranked #190.

Cahill Financial Advisors first reported a position in MCD in Q4 2013 and has held it in 49 quarters since. The position peaked at $645K in Q3 2021. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Cahill Financial Advisors held 1,449 shares of McDonald's worth $450K as of Q1 2026.
  • Cahill Financial Advisors bought 2 McDonald's shares in Q1 2026, an estimated $637.
  • McDonald's made up 0.05% of Cahill Financial Advisors's portfolio in Q1 2026, its #190 holding.
  • Cahill Financial Advisors first reported a position in McDonald's in Q4 2013 and has held it in 49 quarters since.
  • Cahill Financial Advisors's McDonald's position peaked at $645K in Q3 2021.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.