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Financial Gravity Asset Management’s McDonald's MCD Stock Holding History

Financial Gravity Asset Management’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 		$26.1K Buy
+84
New +$26.8K ﹤0.01% 406
2025
Q4 		– Sell
-10
Closed -$3.04K – 859
2025
Q3 		$3.04K Buy
+10
New +$3.04K ﹤0.01% 737
2025
Q1 		$31.2K Buy
+100
New +$29.9K 0.01% 395
2024
Q2 		$18.3K Sell
72
-100
-58% -$26.5K ﹤0.01% 402
2024
Q1 		$49.3K Sell
172
-1,260
-88% -$366K 0.01% 386
2023
Q4 		$1.63M Buy
1,432
+70
+5% +$19.1K 0.02% 263
2023
Q3 		$1.61M Buy
1,362
+973
+250% +$278K 0.02% 246
2023
Q2 		$9.8K Buy
389
+44
+13% +$12.8K 0.03% 342
2023
Q1 		$427 Buy
345
+81
+31% +$21.7K 0.01% 469
2022
Q4 		$7.8K Sell
264
-1,353
-84% -$357K 0.04% 324
2022
Q3 		$341 Sell
1,617
-112
-6% -$28.6K 0.01% 453
2022
Q2 		$370 Sell
1,729
-25
-1% -$6.16K 0.01% 426
2022
Q1 		$380 Sell
1,754
-1,194
-41% -$297K 0.01% 450
2021
Q4 		$732 Buy
2,948
+2,945
+98,167% +$744K 0.02% 428
2021
Q3 		$241K Hold
3
– – 0.11% 150
2021
Q2 		$231K Sell
3
-2
-40% -$465 0.08% 159
2021
Q1 		$1.13K Sell
5
-1
-17% -$214 0.02% 282
2020
Q4 		$1K Buy
+6
New +$1.3K ﹤0.01% 419
2020
Q2 		– Sell
-244
Closed -$20K – 517
2020
Q1 		$20K Buy
244
+8
+3% +$1.58K 0.06% 127
2019
Q4 		$224K Sell
236
-78
-25% -$15.5K 0.15% 96
2019
Q3 		$68K Buy
314
+118
+60% +$25.3K 0.06% 252
2019
Q2 		$41K Sell
196
-50
-20% -$9.9K 0.03% 356
2019
Q1 		$46K Buy
+246
New +$44.6K 0.04% 331
2018
Q3 		$58K Buy
332
+22
+7% +$3.53K 0.06% 284
2018
Q2 		$49K Buy
310
+89
+40% +$14.4K 0.05% 330
2018
Q1 		$36K Buy
+221
New +$36.4K 0.04% 422

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Financial Gravity Asset Management's MCD Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in McDonald's (MCD) in Q1 2026: 84 shares worth $26.1K. The stake represents ﹤0.01% of the portfolio and ranks #406 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in MCD as recently as Q3 2025.

Financial Gravity Asset Management first reported a position in MCD in Q1 2018 and has held it in 26 quarters since. The position peaked at $1.63M in Q4 2023. 3,587 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Financial Gravity Asset Management held 84 shares of McDonald's worth $26.1K as of Q1 2026.
  • McDonald's was a new Financial Gravity Asset Management position in Q1 2026.
  • McDonald's made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #406 holding.
  • Financial Gravity Asset Management first reported a position in McDonald's in Q1 2018 and has held it in 26 quarters since.
  • Financial Gravity Asset Management's McDonald's position peaked at $1.63M in Q4 2023.
  • 3,587 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.