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Cardiff Park Advisors’s McDonald's MCD Stock Holding History

Cardiff Park 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 		$1.15M Sell
3,706
-11
-0.3% -$3.5K 0.09% 107
2025
Q4 		$1.14M Sell
3,717
-3
-0.1% -$919 0.09% 112
2025
Q3 		$1.13M Buy
3,720
+101
+3% +$30.7K 0.09% 118
2025
Q2 		$1.06M Sell
3,619
-84
-2% -$25.9K 0.09% 114
2025
Q1 		$1.16M Sell
3,703
-95
-3% -$28.4K 0.11% 96
2024
Q4 		$1.1M Sell
3,798
-18
-0.5% -$5.37K 0.1% 101
2024
Q3 		$1.16M Buy
3,816
+5
+0.1% +$1.38K 0.1% 93
2024
Q2 		$971K Sell
3,811
-80
-2% -$21.2K 0.09% 101
2024
Q1 		$1.1M Sell
3,891
-160
-4% -$46.5K 0.1% 95
2023
Q4 		$1.2M Buy
4,051
+573
+16% +$156K 0.13% 78
2023
Q3 		$916K Hold
3,478
– – 0.12% 89
2023
Q2 		$1.04M Hold
3,478
– – 0.13% 85
2023
Q1 		$973K Sell
3,478
-120
-3% -$32.1K 0.13% 91
2022
Q4 		$948K Sell
3,598
-61
-2% -$16.1K 0.13% 95
2022
Q3 		$844K Sell
3,659
-76
-2% -$19.4K 0.13% 100
2022
Q2 		$922K Sell
3,735
-26
-0.7% -$6.4K 0.14% 88
2022
Q1 		$930K Sell
3,761
-306
-8% -$76.2K 0.13% 80
2021
Q4 		$1.09M Buy
+4,067
New +$1.03M 0.14% 70

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 $137B AUM 18.02% 1-Year Est. Return

Cardiff Park Advisors's MCD Position: Q1 2026 in Review

Cardiff Park Advisors reduced its McDonald's (MCD) stake by 0.3% in Q1 2026, selling an estimated $3.5K and leaving 3,706 shares worth $1.15M. The position accounts for 0.09% of the portfolio, ranked #107.

Cardiff Park Advisors first reported a position in MCD in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.2M in Q4 2023. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Cardiff Park Advisors held 3,706 shares of McDonald's worth $1.15M as of Q1 2026.
  • Cardiff Park Advisors sold 11 McDonald's shares in Q1 2026, an estimated $3.5K.
  • McDonald's made up 0.09% of Cardiff Park Advisors's portfolio in Q1 2026, its #107 holding.
  • Cardiff Park Advisors first reported a position in McDonald's in Q4 2021 and has held it in 18 quarters since.
  • Cardiff Park Advisors's McDonald's position peaked at $1.2M in Q4 2023.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.