Financial Freedom LLC’s McDonald's MCD Stock Holding History

Financial Freedom LLC’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	$1.45M	Buy	4,681 +13	+0.3%	+$4.14K	0.72%	38
2025 Q4	$1.43M	Sell	4,668 -137	-3%	-$42K	0.71%	36
2025 Q3	$1.46M	Buy	4,805 +14	+0.3%	+$4.26K	0.73%	35
2025 Q2	$1.4M	Buy	4,791 +15	+0.3%	+$4.62K	0.75%	29
2025 Q1	$1.49M	Buy	4,776 +17	+0.4%	+$5.08K	0.86%	28
2024 Q4	$1.38M	Buy	4,759 +16	+0.3%	+$4.77K	0.73%	34
2024 Q3	$1.44M	Sell	4,743 -93	-2%	-$25.6K	0.76%	34
2024 Q2	$1.23M	Sell	4,836 -291	-6%	-$77.2K	0.7%	34
2024 Q1	$1.45M	Buy	5,127 +15	+0.3%	+$4.36K	0.86%	28
2023 Q4	$1.52M	Buy	5,112 +16	+0.3%	+$4.36K	0.96%	25
2023 Q3	$1.34M	Buy	5,096 +16	+0.3%	+$4.56K	0.95%	25
2023 Q2	$1.52M	Buy	5,080 +16	+0.3%	+$4.65K	1.06%	22
2023 Q1	$1.42M	Buy	5,064 +17	+0.3%	+$4.55K	1.03%	22
2022 Q4	$1.33M	Buy	+5,047	New	+$1.33M	0.89%	21

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

Financial Freedom LLC's MCD Position: Q1 2026 in Review

Financial Freedom LLC increased its McDonald's (MCD) stake by 0.28% in Q1 2026, buying an estimated $4.14K and bringing the position to 4,681 shares worth $1.45M. The position accounts for 0.72% of the portfolio, ranked #38.

Financial Freedom LLC first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.52M in Q2 2023. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Financial Freedom LLC held 4,681 shares of McDonald's worth $1.45M as of Q1 2026.
Financial Freedom LLC bought 13 McDonald's shares in Q1 2026, an estimated $4.14K.
McDonald's made up 0.72% of Financial Freedom LLC's portfolio in Q1 2026, its #38 holding.
Financial Freedom LLC first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's McDonald's position peaked at $1.52M in Q2 2023.
3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.