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	Buy	72 +1	+1%	+$265	﹤0.01%	402
2024 Q1	$20.9K	Buy	71 +1	+1%	+$291	0.01%	376
2023 Q4	$20.9K	Buy	+70	New	+$19.1K	0.01%	387
2021 Q3	$241K	Hold	3	–	–	0.11%	150
2021 Q2	$231K	Buy	+3	New	+$698	0.08%	159
2020 Q4	$1K	Buy	+6	New	+$1.3K	﹤0.01%	419
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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 16 quarters since. The position peaked at $241K in Q3 2021. 3,604 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 16 quarters since.
Financial Gravity Asset Management's McDonald's position peaked at $241K in Q3 2021.
3,604 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.