Cascade Financial Partners’s McDonald's MCD Stock Holding History

Cascade Financial Partners’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	$728K	Sell	2,341 -790	-25%	-$252K	0.08%	141
2025 Q4	$957K	Buy	3,131 +232	+8%	+$71.1K	0.1%	119
2025 Q3	$881K	Sell	2,899 -35	-1%	-$10.7K	0.1%	124
2025 Q2	$857K	Buy	2,934 +60	+2%	+$18.5K	0.1%	122
2025 Q1	$898K	Buy	2,874 +198	+7%	+$59.2K	0.11%	109
2024 Q4	$776K	Buy	2,676 +16	+0.6%	+$4.77K	0.1%	117
2024 Q3	$837K	Buy	2,660 +35	+1%	+$9.65K	0.1%	109
2024 Q2	$669K	Sell	2,625 -304	-10%	-$80.7K	0.09%	121
2024 Q1	$783K	Buy	+2,929	New	+$852K	0.11%	114

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Cascade Financial Partners's MCD Position: Q1 2026 in Review

Cascade Financial Partners reduced its McDonald's (MCD) stake by 25% in Q1 2026, selling an estimated $252K and leaving 2,341 shares worth $728K. The position accounts for 0.08% of the portfolio, ranked #141.

Cascade Financial Partners first reported a position in MCD in Q1 2024 and has held it in 9 quarters since. The position peaked at $957K in Q4 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Cascade Financial Partners held 2,341 shares of McDonald's worth $728K as of Q1 2026.
Cascade Financial Partners sold 790 McDonald's shares in Q1 2026, an estimated $252K.
McDonald's made up 0.08% of Cascade Financial Partners's portfolio in Q1 2026, its #141 holding.
Cascade Financial Partners first reported a position in McDonald's in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's McDonald's position peaked at $957K in Q4 2025.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.