CFP
MCD icon

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

Catalyst 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 		$1.29M Buy
4,136
+129
+3% +$41.1K 0.15% 84
2025
Q4 		$1.22M Buy
4,007
+144
+4% +$44.1K 0.14% 80
2025
Q3 		$1.17M Buy
3,863
+153
+4% +$46.6K 0.14% 75
2025
Q2 		$1.08M Sell
3,710
-19
-0.5% -$5.86K 0.12% 73
2025
Q1 		$1.16M Buy
3,729
+181
+5% +$54.1K 0.21% 55
2024
Q4 		$1.03M Buy
3,548
+233
+7% +$69.5K 0.19% 62
2024
Q3 		$1.01M Buy
3,315
+316
+11% +$87.1K 0.2% 67
2024
Q2 		$764K Sell
2,999
-138
-4% -$36.6K 0.17% 78
2024
Q1 		$847K Buy
3,137
+77
+3% +$22.4K 0.22% 65
2023
Q4 		$907K Sell
3,060
-80
-3% -$21.8K 0.26% 51
2023
Q3 		$827K Buy
3,140
+209
+7% +$59.6K 0.27% 52
2023
Q2 		$875K Buy
2,931
+359
+14% +$104K 0.31% 46
2023
Q1 		$719K Buy
2,572
+451
+21% +$121K 0.31% 52
2022
Q4 		$559K Buy
+2,121
New +$560K 0.29% 55

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

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

Catalyst Financial Partners increased its McDonald's (MCD) stake by 3.2% in Q1 2026, buying an estimated $41.1K and bringing the position to 4,136 shares worth $1.29M. The position accounts for 0.15% of the portfolio, ranked #84.

Catalyst Financial Partners first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Catalyst Financial Partners held 4,136 shares of McDonald's worth $1.29M as of Q1 2026.
  • Catalyst Financial Partners bought 129 McDonald's shares in Q1 2026, an estimated $41.1K.
  • McDonald's made up 0.15% of Catalyst Financial Partners's portfolio in Q1 2026, its #84 holding.
  • Catalyst Financial Partners first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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