Financial Consulate’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $774K | Buy |
2,492
+142
| +6% | +$45.2K | 0.1% | 62 |
|
|
2025
Q4 | $718K | Sell |
2,350
-93
| -4% | -$28.5K | 0.1% | 64 |
|
|
2025
Q3 | $742K | Buy |
+2,443
| New | +$744K | 0.1% | 66 |
|
|
2023
Q2 | – | Sell |
-11,495
| Closed | -$3.21M | – | 85 |
|
|
2023
Q1 | $3.21M | Buy |
11,495
+26
| +0.2% | +$6.97K | 1.12% | 14 |
|
|
2022
Q4 | $3.02M | Hold |
11,469
| – | – | 1.06% | 17 |
|
|
2022
Q3 | $2.65M | Hold |
11,469
| – | – | 1.12% | 16 |
|
|
2022
Q2 | $2.83M | Hold |
11,469
| – | – | 1.33% | 15 |
|
|
2022
Q1 | $2.84M | Buy |
11,469
+482
| +4% | +$120K | 1.09% | 16 |
|
|
2021
Q4 | $2.94M | Buy |
10,987
+800
| +8% | +$202K | 1.02% | 16 |
|
|
2021
Q3 | $2.46M | Buy |
10,187
+551
| +6% | +$132K | 0.89% | 18 |
|
|
2021
Q2 | $2.23M | Hold |
9,636
| – | – | 0.8% | 21 |
|
|
2021
Q1 | $2.16M | Hold |
9,636
| – | – | 0.88% | 20 |
|
|
2020
Q4 | $2.07M | Sell |
9,636
-360
| -4% | -$78.3K | 0.89% | 20 |
|
|
2020
Q3 | $2.19M | Sell |
9,996
-32
| -0.3% | -$6.57K | 1.04% | 19 |
|
|
2020
Q2 | $1.85M | Buy |
10,028
+332
| +3% | +$60.9K | 0.94% | 20 |
|
|
2020
Q1 | $1.6M | Sell |
9,696
-108
| -1% | -$21.3K | 0.95% | 23 |
|
|
2019
Q4 | $1.94M | Hold |
9,804
| – | – | 0.86% | 24 |
|
|
2019
Q3 | $2.1M | Hold |
9,804
| – | – | 0.92% | 24 |
|
|
2019
Q2 | $2.04M | Buy |
9,804
+200
| +2% | +$39.6K | 0.92% | 25 |
|
|
2019
Q1 | $1.82M | Hold |
9,604
| – | – | 0.83% | 25 |
|
|
2018
Q4 | $1.71M | Buy |
9,604
+160
| +2% | +$28.4K | 1.02% | 25 |
|
|
2018
Q3 | $1.58M | Hold |
9,444
| – | – | 0.9% | 30 |
|
|
2018
Q2 | $1.48M | Sell |
9,444
-60
| -0.6% | -$9.73K | 0.75% | 34 |
|
|
2018
Q1 | $1.49M | Sell |
9,504
-85
| -0.9% | -$14K | 0.79% | 32 |
|
|
2017
Q4 | $1.65M | Hold |
9,589
| – | – | 0.84% | 31 |
|
|
2017
Q3 | $1.5M | Sell |
9,589
-38
| -0.4% | -$5.96K | 0.82% | 34 |
|
|
2017
Q2 | $1.47M | Buy |
9,627
+88
| +0.9% | +$12.7K | 0.87% | 30 |
|
|
2017
Q1 | $1.24M | Hold |
9,539
| – | – | 0.79% | 34 |
|
|
2016
Q4 | $1.16M | Hold |
9,539
| – | – | 0.84% | 25 |
|
|
2016
Q3 | $1.1M | Hold |
9,539
| – | – | 0.98% | 19 |
|
|
2016
Q2 | $1.15M | Buy |
9,539
+22
| +0.2% | +$2.75K | 0.88% | 20 |
|
|
2016
Q1 | $1.2M | Hold |
9,517
| – | – | 0.82% | 24 |
|
|
2015
Q4 | $1.12M | Hold |
9,517
| – | – | 0.8% | 23 |
|
|
2015
Q3 | $938K | Hold |
9,517
| – | – | 0.82% | 25 |
|
|
2015
Q2 | $905K | Sell |
9,517
-13
| -0.1% | -$1.26K | 0.67% | 26 |
|
|
2015
Q1 | $929K | Sell |
9,530
-20
| -0.2% | -$1.9K | 0.78% | 26 |
|
|
2014
Q4 | $895K | Buy |
+9,550
| New | +$894K | 0.59% | 34 |
|
Other funds holding MCD
VCM
VPM
DAM
Financial Consulate's MCD Position: Q1 2026 in Review
Financial Consulate increased its McDonald's (MCD) stake by 6% in Q1 2026, buying an estimated $45.2K and bringing the position to 2,492 shares worth $774K. The position accounts for 0.1% of the portfolio, ranked #62.
Financial Consulate first reported a position in MCD in Q4 2014 and has held it in 37 quarters since. The position peaked at $3.21M in Q1 2023. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- Financial Consulate held 2,492 shares of McDonald's worth $774K as of Q1 2026.
- Financial Consulate bought 142 McDonald's shares in Q1 2026, an estimated $45.2K.
- McDonald's made up 0.1% of Financial Consulate's portfolio in Q1 2026, its #62 holding.
- Financial Consulate first reported a position in McDonald's in Q4 2014 and has held it in 37 quarters since.
- Financial Consulate's McDonald's position peaked at $3.21M in Q1 2023.
- 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.