Financial Harvest’s McDonald's MCD Stock Holding History

Financial Harvest’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	$243K	Hold	782	–	–	0.14%	48
2025 Q4	$239K	Buy	782 +47	+6%	+$14.4K	0.15%	53
2025 Q3	$223K	Sell	735 -4	-0.5%	-$1.22K	0.15%	54
2025 Q2	$216K	Buy	+739	New	+$228K	0.16%	51
2025 Q1	–	Sell	-731	Closed	-$212K	–	85
2024 Q4	$212K	Buy	+731	New	+$218K	0.18%	53

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 Harvest's MCD Position: Q1 2026 in Review

Financial Harvest held its McDonald's (MCD) position steady in Q1 2026 at 782 shares worth $243K. The position accounts for 0.14% of the portfolio, ranked #48.

Financial Harvest first reported a position in MCD in Q4 2024 and has held it in 5 quarters since. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Financial Harvest held 782 shares of McDonald's worth $243K as of Q1 2026.
Financial Harvest left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.14% of Financial Harvest's portfolio in Q1 2026, its #48 holding.
Financial Harvest first reported a position in McDonald's in Q4 2024 and has held it in 5 quarters since.
3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Financial Harvest's 13F filing for Q1 2026, filed 5 May 2026.