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CKW Financial Group’s McDonald's MCD Stock Holding History

CKW Financial Group’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 		$39.1M Sell
127,346
-7,595
-6% -$2.42M 4.27% 6
2025
Q4 		$41.2M Sell
134,941
-200
-0.1% -$61.3K 4.47% 6
2025
Q3 		$40.6M Sell
135,141
-6,000
-4% -$1.83M 4.43% 6
2025
Q2 		$42M Sell
141,141
-399
-0.3% -$123K 4.83% 4
2025
Q1 		$44.4M Buy
141,540
+6,000
+4% +$1.79M 5.55% 4
2024
Q4 		$39.3M Sell
135,540
-225
-0.2% -$67.1K 4.83% 4
2024
Q3 		$41.1M Sell
135,765
-6,750
-5% -$1.86M 4.98% 4
2024
Q2 		$35.6M Hold
142,515
– – 4.55% 5
2024
Q1 		$39.9M Hold
142,515
– – 5.2% 4
2023
Q4 		$42.3M Sell
142,515
-245
-0.2% -$66.7K 5.87% 5
2023
Q3 		$37.6M Sell
142,760
-895
-0.6% -$255K 5.73% 5
2023
Q2 		$42.9M Hold
143,655
– – 6.4% 4
2023
Q1 		$40.2M Sell
143,655
-45,560
-24% -$12.2M 6.55% 4
2022
Q4 		$49.9M Sell
189,215
-280
-0.1% -$73.9K 8.39% 4
2022
Q3 		$43.7M Hold
189,495
– – 8.17% 4
2022
Q2 		$47.9M Hold
189,495
– – 8.14% 4
2022
Q1 		$47.2M Buy
+189,495
New +$47.2M 6.91% 4
2021
Q4 		– Sell
-134,070
Closed -$32.6M – 226
2021
Q3 		$32.6M Hold
134,070
– – 5.03% 5
2021
Q2 		$31.1M Hold
134,070
– – 4.93% 5
2021
Q1 		$30.1M Hold
134,070
– – 5.19% 5
2020
Q4 		$28.8M Sell
134,070
-425
-0.3% -$92.4K 5.31% 5
2020
Q3 		$29.5M Buy
134,495
+34,023
+34% +$6.99M 5.91% 4
2020
Q2 		$18.6M Hold
100,472
– – 4.11% 6
2020
Q1 		$15.9M Hold
100,472
– – 4.15% 6
2019
Q4 		$19.9M Sell
100,472
-325
-0.3% -$64.5K 3.7% 7
2019
Q3 		$21.1M Hold
100,797
– – 3.99% 8
2019
Q2 		$20.9M Hold
100,797
– – 4.23% 7
2019
Q1 		$19.1M Hold
100,797
– – 3.54% 6
2018
Q4 		$17.9M Hold
100,797
– – 3.92% 6
2018
Q3 		$16.8M Hold
100,797
– – 3.17% 7
2018
Q2 		$15.8M Hold
100,797
– – 3.31% 6
2018
Q1 		$15.9M Hold
100,797
– – 3.53% 6
2017
Q4 		$17.3M Hold
100,797
– – 3.85% 6
2017
Q3 		$15.8M Sell
100,797
-569
-0.6% -$89.2K 3.77% 6
2017
Q2 		$15.5M Buy
101,366
+569
+0.6% +$82.2K 4.05% 6
2017
Q1 		$13.1M Hold
100,797
– – 4.04% 5
2016
Q4 		$12.3M Hold
100,797
– – 4.45% 4
2016
Q3 		$11.6M Hold
100,797
– – 3.99% 5
2016
Q2 		$12.1M Hold
100,797
– – 4.32% 5
2016
Q1 		$12.7M Hold
100,797
– – 4.75% 5
2015
Q4 		$19.9M Hold
100,797
– – 7.22% 4
2015
Q3 		$9.93M Sell
100,797
-463
-0.5% -$45.1K 4.05% 5
2015
Q2 		$9.63M Sell
101,260
-214
-0.2% -$20.7K 3.79% 5
2015
Q1 		$9.77M Sell
101,474
-117
-0.1% -$11.1K 3.88% 5
2014
Q4 		$952K Buy
101,591
+8
+0% +$749 0.4% 9
2014
Q3 		$9.63M Hold
101,583
– – 4.22% 5
2014
Q2 		$10.3M Hold
101,583
– – 5.46% 4
2014
Q1 		$9.92M Hold
101,583
– – 4.71% 5
2013
Q4 		$9.86M Buy
+101,583
New +$9.76M 5.15% 5

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

CKW Financial Group's MCD Position: Q1 2026 in Review

CKW Financial Group reduced its McDonald's (MCD) stake by 5.6% in Q1 2026, selling an estimated $2.42M and leaving 127,346 shares worth $39.1M. The position accounts for 4.27% of the portfolio, ranked #6.

CKW Financial Group first reported a position in MCD in Q4 2013 and has held it in 49 quarters since. The position peaked at $49.9M in Q4 2022. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • CKW Financial Group held 127,346 shares of McDonald's worth $39.1M as of Q1 2026.
  • CKW Financial Group sold 7,595 McDonald's shares in Q1 2026, an estimated $2.42M.
  • McDonald's made up 4.27% of CKW Financial Group's portfolio in Q1 2026, its #6 holding.
  • CKW Financial Group first reported a position in McDonald's in Q4 2013 and has held it in 49 quarters since.
  • CKW Financial Group's McDonald's position peaked at $49.9M in Q4 2022.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on CKW Financial Group's 13F filing for Q1 2026, filed 7 May 2026.