Compass Financial Services’s McDonald's MCD Stock Holding History

Compass Financial Services’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	–	Sell	-475	Closed	-$145K	–	172
2025 Q4	$145K	Buy	475 +1	+0.2%	+$306	0.06%	60
2025 Q3	$144K	Buy	474 +3	+0.6%	+$913	0.06%	62
2025 Q2	$138K	Sell	471 -15	-3%	-$4.62K	0.07%	58
2025 Q1	$152K	Buy	486 +20	+4%	+$5.98K	0.08%	50
2024 Q4	$135K	Buy	+466	New	+$139K	0.08%	44

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

Compass Financial Services's MCD Position: Q1 2026 in Review

Compass Financial Services sold out of McDonald's (MCD) in Q1 2026, closing a stake of 475 shares — an estimated $145K sold.

Compass Financial Services first reported a position in MCD in Q4 2024 and held it in 5 quarters. The position peaked at $152K in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Compass Financial Services reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
Compass Financial Services sold 475 McDonald's shares in Q1 2026, an estimated $145K.
Compass Financial Services first reported a position in McDonald's in Q4 2024 and held it in 5 quarters.
Compass Financial Services's McDonald's position peaked at $152K in Q1 2025.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.