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

Financial Engines 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 		$652K Sell
2,098
-321
-13% -$102K ﹤0.01% 355
2025
Q4 		$739K Buy
2,419
+308
+15% +$94.3K ﹤0.01% 348
2025
Q3 		$642K Buy
2,111
+313
+17% +$95.3K ﹤0.01% 360
2025
Q2 		$525K Buy
1,798
+615
+52% +$190K ﹤0.01% 376
2025
Q1 		$370K Sell
1,183
-760
-39% -$227K ﹤0.01% 352
2024
Q4 		$563K Buy
1,943
+1,124
+137% +$335K ﹤0.01% 316
2024
Q3 		$249K Sell
819
-181
-18% -$49.9K ﹤0.01% 353
2024
Q2 		$255K Buy
1,000
+86
+9% +$22.8K ﹤0.01% 325
2024
Q1 		$258K Sell
914
-994
-52% -$289K ﹤0.01% 308
2023
Q4 		$566K Buy
1,908
+717
+60% +$195K ﹤0.01% 219
2023
Q3 		$314K Buy
1,191
+382
+47% +$109K ﹤0.01% 239
2023
Q2 		$242K Buy
809
+92
+13% +$26.7K ﹤0.01% 261
2023
Q1 		$200K Sell
717
-919
-56% -$246K ﹤0.01% 282
2022
Q4 		$431K Sell
1,636
-31
-2% -$8.18K ﹤0.01% 224
2022
Q3 		$384K Sell
1,667
-111
-6% -$28.4K ﹤0.01% 220
2022
Q2 		$438K Buy
1,778
+498
+39% +$123K ﹤0.01% 213
2022
Q1 		$317K Sell
1,280
-977
-43% -$243K ﹤0.01% 248
2021
Q4 		$605K Sell
2,257
-387
-15% -$97.7K ﹤0.01% 145
2021
Q3 		$637K Sell
2,644
-43
-2% -$10.3K ﹤0.01% 146
2021
Q2 		$621K Buy
2,687
+1,398
+108% +$325K ﹤0.01% 125
2021
Q1 		$289K Buy
1,289
+190
+17% +$40.6K ﹤0.01% 212
2020
Q4 		$236K Sell
1,099
-180
-14% -$39.1K ﹤0.01% 234
2020
Q3 		$281K Buy
+1,279
New +$263K ﹤0.01% 195
2018
Q1 		– Sell
-202
Closed -$35K – 188
2017
Q4 		$35K Sell
202
-1,020
-83% -$171K ﹤0.01% 77
2017
Q3 		$192K Buy
+1,222
New +$192K 0.01% 63

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $147M AUM 25.76% 1-Year Est. Return

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

Financial Engines Advisors reduced its McDonald's (MCD) stake by 13% in Q1 2026, selling an estimated $102K and leaving 2,098 shares worth $652K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Financial Engines Advisors first reported a position in MCD in Q3 2017 and has held it in 25 quarters since. The position peaked at $739K in Q4 2025. 3,575 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Financial Engines Advisors held 2,098 shares of McDonald's worth $652K as of Q1 2026.
  • Financial Engines Advisors sold 321 McDonald's shares in Q1 2026, an estimated $102K.
  • McDonald's made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #355 holding.
  • Financial Engines Advisors first reported a position in McDonald's in Q3 2017 and has held it in 25 quarters since.
  • Financial Engines Advisors's McDonald's position peaked at $739K in Q4 2025.
  • 3,575 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.