Financial Council’s McDonald's MCD Stock Holding History

Financial Council’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	$218K	Hold	700	–	–	0.08%	97
2025 Q4	$214K	Sell	700 -29	-4%	-$8.88K	0.09%	94
2025 Q3	$222K	Buy	729 +29	+4%	+$8.83K	0.1%	87
2025 Q2	$205K	Hold	700	–	–	0.1%	90
2025 Q1	$219K	Hold	700	–	–	0.12%	78
2024 Q4	$203K	Hold	700	–	–	0.1%	89
2024 Q3	$213K	Buy	+700	New	+$193K	0.11%	87
2024 Q1	–	Sell	-817	Closed	-$242K	–	85
2023 Q4	$242K	Hold	817	–	–	0.16%	62
2023 Q3	$215K	Hold	817	–	–	0.17%	60
2023 Q2	$244K	Hold	817	–	–	0.19%	57
2023 Q1	$228K	Hold	817	–	–	0.19%	60
2022 Q4	$215K	Buy	+817	New	+$216K	0.13%	65

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 $147M AUM 25.76% 1-Year Est. Return

Financial Council's MCD Position: Q1 2026 in Review

Financial Council held its McDonald's (MCD) position steady in Q1 2026 at 700 shares worth $218K. The position accounts for 0.08% of the portfolio, ranked #97.

Financial Council first reported a position in MCD in Q4 2022 and has held it in 12 quarters since. The position peaked at $244K in Q2 2023. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Financial Council held 700 shares of McDonald's worth $218K as of Q1 2026.
Financial Council left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.08% of Financial Council's portfolio in Q1 2026, its #97 holding.
Financial Council first reported a position in McDonald's in Q4 2022 and has held it in 12 quarters since.
Financial Council's McDonald's position peaked at $244K in Q2 2023.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Financial Council's 13F filing for Q1 2026, filed 21 Apr 2026.