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Convergence Financial’s McDonald's MCD Stock Holding History

Convergence Financial’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 		$782K Buy
2,522
+1,090
+76% +$347K 0.08% 118
2025
Q4 		$438K Buy
1,432
+88
+7% +$27K 0.06% 136
2025
Q3 		$408K Sell
1,344
-85
-6% -$25.9K 0.06% 136
2025
Q2 		$417K Hold
1,429
– – 0.07% 127
2025
Q1 		$446K Sell
1,429
-120
-8% -$35.9K 0.09% 104
2024
Q4 		$449K Sell
1,549
-44
-3% -$13.1K 0.09% 97
2024
Q3 		$485K Sell
1,593
-474
-23% -$131K 0.1% 91
2024
Q2 		$527K Buy
+2,067
New +$548K 0.14% 86

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

Convergence Financial's MCD Position: Q1 2026 in Review

Convergence Financial increased its McDonald's (MCD) stake by 76% in Q1 2026, buying an estimated $347K and bringing the position to 2,522 shares worth $782K. The position accounts for 0.08% of the portfolio, ranked #118.

Convergence Financial first reported a position in MCD in Q2 2024 and has held it in 8 quarters since. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Convergence Financial held 2,522 shares of McDonald's worth $782K as of Q1 2026.
  • Convergence Financial bought 1,090 McDonald's shares in Q1 2026, an estimated $347K.
  • McDonald's made up 0.08% of Convergence Financial's portfolio in Q1 2026, its #118 holding.
  • Convergence Financial first reported a position in McDonald's in Q2 2024 and has held it in 8 quarters since.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.