Cambridge Financial Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.43M | Buy |
27,118
+92
| +0.3% | +$29.3K | 3.15% | 17 |
|
|
2025
Q4 | $8.26M | Buy |
27,026
+268
| +1% | +$82.1K | 3.16% | 17 |
|
|
2025
Q3 | $8.13M | Buy |
26,758
+6,127
| +30% | +$1.86M | 3.15% | 19 |
|
|
2025
Q2 | $6.03M | Sell |
20,631
-7,223
| -26% | -$2.23M | 3.04% | 15 |
|
|
2025
Q1 | $8.7M | Sell |
27,854
-260
| -0.9% | -$77.8K | 3.78% | 7 |
|
|
2024
Q4 | $8.15M | Buy |
+28,114
| New | +$8.38M | 3.37% | 13 |
|
|
2024
Q2 | $6.62M | Buy |
25,967
+2,465
| +10% | +$654K | 2.98% | 20 |
|
|
2024
Q1 | $6.63M | Sell |
23,502
-125
| -0.5% | -$36.4K | 2.94% | 24 |
|
|
2023
Q4 | $7.01M | Sell |
23,627
-992
| -4% | -$270K | 3.5% | 12 |
|
|
2023
Q3 | $6.49M | Buy |
+24,619
| New | +$7.02M | 3.53% | 13 |
|
|
2022
Q4 | $7.26M | Sell |
27,546
-1,600
| -5% | -$422K | 4.05% | 4 |
|
|
2022
Q3 | $6.73M | Buy |
+29,146
| New | +$7.45M | 4.05% | 6 |
|
|
2022
Q1 | $7.57M | Sell |
30,629
-2,955
| -9% | -$736K | 3.4% | 13 |
|
|
2021
Q4 | $9M | Buy |
33,584
+1,765
| +6% | +$446K | 3.53% | 10 |
|
|
2021
Q3 | $7.67M | Sell |
31,819
-125
| -0.4% | -$29.8K | 3.37% | 14 |
|
|
2021
Q2 | $7.38M | Buy |
31,944
+42
| +0.1% | +$9.77K | 3.16% | 19 |
|
|
2021
Q1 | $7.15M | Buy |
31,902
+3,590
| +13% | +$768K | 3.16% | 21 |
|
|
2020
Q4 | $6.08M | Sell |
28,312
-655
| -2% | -$142K | 2.89% | 25 |
|
|
2020
Q3 | $6.36M | Sell |
28,967
-905
| -3% | -$186K | 3.34% | 15 |
|
|
2020
Q2 | $5.51M | Sell |
29,872
-310
| -1% | -$56.8K | 3.11% | 19 |
|
|
2020
Q1 | $4.99M | Sell |
30,182
-420
| -1% | -$82.8K | 3.37% | 20 |
|
|
2019
Q4 | $6.05M | Sell |
30,602
-380
| -1% | -$75.4K | 3.08% | 22 |
|
|
2019
Q3 | $6.65M | Sell |
30,982
-1,885
| -6% | -$404K | 3.62% | 7 |
|
|
2019
Q2 | $6.83M | Sell |
32,867
-50
| -0.2% | -$9.9K | 3.63% | 7 |
|
|
2019
Q1 | $6.25M | Sell |
32,917
-2,000
| -6% | -$363K | 3.39% | 13 |
|
|
2018
Q4 | $6.2M | Sell |
34,917
-5,055
| -13% | -$896K | 3.96% | 4 |
|
|
2018
Q3 | $6.69M | Hold |
39,972
| – | – | 3.03% | 21 |
|
|
2018
Q2 | $6.26M | Buy |
39,972
+3,198
| +9% | +$519K | 3.08% | 21 |
|
|
2018
Q1 | $5.75M | Sell |
36,774
-4,596
| -11% | -$756K | 3.1% | 22 |
|
|
2017
Q4 | $7.12M | Sell |
41,370
-935
| -2% | -$157K | 3.52% | 9 |
|
|
2017
Q3 | $6.63M | Sell |
42,305
-1,992
| -4% | -$312K | 3.47% | 11 |
|
|
2017
Q2 | $6.78M | Sell |
44,297
-346
| -0.8% | -$50K | 3.63% | 4 |
|
|
2017
Q1 | $5.79M | Buy |
44,643
+3,606
| +9% | +$452K | 3.26% | 21 |
|
|
2016
Q4 | $5M | Buy |
41,037
+1,342
| +3% | +$157K | 2.91% | 25 |
|
|
2016
Q3 | $4.58M | Sell |
39,695
-555
| -1% | -$65.8K | 2.81% | 28 |
|
|
2016
Q2 | $4.84M | Buy |
+40,250
| New | +$5.04M | 2.96% | 23 |
|
Other funds holding MCD
VCM
VPM
DAM
Cambridge Financial Group's MCD Position: Q1 2026 in Review
Cambridge Financial Group increased its McDonald's (MCD) stake by 0.34% in Q1 2026, buying an estimated $29.3K and bringing the position to 27,118 shares worth $8.43M. The position accounts for 3.15% of the portfolio, ranked #17.
Cambridge Financial Group first reported a position in MCD in Q2 2016 and has held it in 36 quarters since. The position peaked at $9M in Q4 2021. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- Cambridge Financial Group held 27,118 shares of McDonald's worth $8.43M as of Q1 2026.
- Cambridge Financial Group bought 92 McDonald's shares in Q1 2026, an estimated $29.3K.
- McDonald's made up 3.15% of Cambridge Financial Group's portfolio in Q1 2026, its #17 holding.
- Cambridge Financial Group first reported a position in McDonald's in Q2 2016 and has held it in 36 quarters since.
- Cambridge Financial Group's McDonald's position peaked at $9M in Q4 2021.
- 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on Cambridge Financial Group's 13F filing for Q1 2026, filed 14 May 2026.