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

Dynamic 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	$231K	Hold	742	–	–	0.19%	58
2025 Q4	$227K	Hold	742	–	–	0.19%	59
2025 Q3	$225K	Sell	742 -10	-1%	-$3.04K	0.2%	59
2025 Q2	$220K	Buy	752 +9	+1%	+$2.77K	0.21%	57
2025 Q1	$232K	Buy	743 +1	+0.1%	+$299	0.23%	54
2024 Q4	$215K	Buy	+742	New	+$221K	0.22%	58

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

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

Dynamic Financial Group held its McDonald's (MCD) position steady in Q1 2026 at 742 shares worth $231K. The position accounts for 0.19% of the portfolio, ranked #58.

Dynamic Financial Group first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. The position peaked at $232K in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Dynamic Financial Group held 742 shares of McDonald's worth $231K as of Q1 2026.
Dynamic Financial Group left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.19% of Dynamic Financial Group's portfolio in Q1 2026, its #58 holding.
Dynamic Financial Group first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
Dynamic Financial Group's McDonald's position peaked at $232K in Q1 2025.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Dynamic Financial Group's 13F filing for Q1 2026, filed 12 May 2026.