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CWS Financial Advisors’s McDonald's MCD Stock Holding History

CWS Financial Advisors’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 		$2.25M Buy
7,229
+46
+0.6% +$14.7K 0.58% 27
2025
Q4 		$2.2M Buy
7,183
+193
+3% +$59.1K 0.6% 26
2025
Q3 		$2.12M Sell
6,990
-637
-8% -$194K 0.59% 25
2025
Q2 		$2.23M Sell
7,627
-108
-1% -$33.3K 0.65% 23
2025
Q1 		$2.42M Buy
7,735
+2
+0% +$598 0.76% 21
2024
Q4 		$2.24M Buy
7,733
+2
+0% +$596 0.73% 22
2024
Q3 		$2.35M Buy
7,731
+54
+0.7% +$14.9K 0.83% 17
2024
Q2 		$1.96M Buy
7,677
+2,343
+44% +$622K 0.77% 17
2024
Q1 		$1.5M Sell
5,334
-3,199
-37% -$930K 0.62% 21
2023
Q4 		$2.53M Sell
8,533
-189
-2% -$51.4K 0.95% 14
2023
Q3 		$2.3M Sell
8,722
-97
-1% -$27.7K 0.92% 15
2023
Q2 		$2.63M Buy
8,819
+684
+8% +$199K 1% 12
2023
Q1 		$2.27M Sell
8,135
-3,479
-30% -$932K 0.9% 16
2022
Q4 		$2.6M Buy
11,614
+272
+2% +$71.8K 1.12% 8
2022
Q3 		$2.62M Sell
11,342
-33
-0.3% -$8.44K 1.25% 12
2022
Q2 		$2.81M Sell
11,375
-365
-3% -$89.9K 1.28% 11
2022
Q1 		$2.9M Sell
11,740
-15
-0.1% -$3.74K 1.1% 10
2021
Q4 		$3.15M Buy
+11,755
New +$2.97M 1.11% 10
2021
Q2 		$2.7M Buy
11,690
+76
+0.7% +$17.7K 1.08% 8
2021
Q1 		$2.6M Buy
11,614
+37
+0.3% +$7.91K 1.12% 8
2020
Q4 		$2.48M Buy
11,577
+7
+0.1% +$1.52K 1.44% 5
2020
Q3 		$2.54M Sell
11,570
-169
-1% -$34.7K 1.69% 5
2020
Q2 		$2.17M Buy
11,739
+3,657
+45% +$671K 1.56% 5
2020
Q1 		$1.6M Hold
8,082
– – 1.18% 8
2019
Q4 		$1.6M Buy
+8,082
New +$1.6M 1.16% 9

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

CWS Financial Advisors's MCD Position: Q1 2026 in Review

CWS Financial Advisors increased its McDonald's (MCD) stake by 0.64% in Q1 2026, buying an estimated $14.7K and bringing the position to 7,229 shares worth $2.25M. The position accounts for 0.58% of the portfolio, ranked #27.

CWS Financial Advisors first reported a position in MCD in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.15M in Q4 2021. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • CWS Financial Advisors held 7,229 shares of McDonald's worth $2.25M as of Q1 2026.
  • CWS Financial Advisors bought 46 McDonald's shares in Q1 2026, an estimated $14.7K.
  • McDonald's made up 0.58% of CWS Financial Advisors's portfolio in Q1 2026, its #27 holding.
  • CWS Financial Advisors first reported a position in McDonald's in Q4 2019 and has held it in 25 quarters since.
  • CWS Financial Advisors's McDonald's position peaked at $3.15M in Q4 2021.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.