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Chancellor Financial Group WB’s McDonald's MCD Stock Holding History

Chancellor Financial Group WB’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 		$890K Buy
2,863
+11
+0.4% +$3.5K 0.63% 37
2025
Q4 		$872K Hold
2,852
– – 0.59% 35
2025
Q3 		$867K Hold
2,852
– – 0.61% 36
2025
Q2 		$833K Buy
2,852
+40
+1% +$12.3K 0.64% 36
2025
Q1 		$878K Buy
2,812
+550
+24% +$165K 0.73% 30
2024
Q4 		$656K Buy
+2,262
New +$675K 0.53% 42

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

Chancellor Financial Group WB's MCD Position: Q1 2026 in Review

Chancellor Financial Group WB increased its McDonald's (MCD) stake by 0.39% in Q1 2026, buying an estimated $3.5K and bringing the position to 2,863 shares worth $890K. The position accounts for 0.63% of the portfolio, ranked #37.

Chancellor Financial Group WB first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Chancellor Financial Group WB held 2,863 shares of McDonald's worth $890K as of Q1 2026.
  • Chancellor Financial Group WB bought 11 McDonald's shares in Q1 2026, an estimated $3.5K.
  • McDonald's made up 0.63% of Chancellor Financial Group WB's portfolio in Q1 2026, its #37 holding.
  • Chancellor Financial Group WB first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Chancellor Financial Group WB's 13F filing for Q1 2026, filed 14 May 2026.