Financial & Tax Architects’s McDonald's MCD Stock Holding History

Financial & Tax Architects’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	$7.06M	Sell	22,730 -1,249	-5%	-$398K	1.58%	23
2025 Q4	$7.33M	Sell	23,979 -489	-2%	-$150K	1.65%	24
2025 Q3	$7.44M	Buy	24,468 +1,542	+7%	+$469K	1.64%	23
2025 Q2	$6.7M	Sell	22,926 -360	-2%	-$111K	1.63%	23
2025 Q1	$7.27M	Buy	23,286 +304	+1%	+$90.9K	1.83%	16
2024 Q4	$6.66M	Buy	22,982 +856	+4%	+$255K	1.7%	17
2024 Q3	$6.74M	Sell	22,126 -10	-0%	-$2.76K	1.73%	20
2024 Q2	$5.64M	Buy	22,136 +2,287	+12%	+$607K	1.51%	29
2024 Q1	$5.6M	Buy	19,849 +284	+1%	+$82.6K	1.54%	31
2023 Q4	$5.8M	Sell	19,565 -88	-0.4%	-$24K	1.72%	17
2023 Q3	$5.18M	Buy	19,653 +491	+3%	+$140K	1.61%	25
2023 Q2	$5.72M	Sell	19,162 -346	-2%	-$101K	1.77%	15
2023 Q1	$5.45M	Buy	19,508 +677	+4%	+$181K	1.8%	13
2022 Q4	$5.06M	Sell	18,831 -751	-4%	-$198K	1.73%	17
2022 Q3	$4.52M	Buy	19,582 +1,055	+6%	+$270K	1.69%	21
2022 Q2	$4.57M	Buy	18,527 +2,037	+12%	+$502K	1.73%	22
2022 Q1	$4.08M	Buy	16,490 +1,140	+7%	+$284K	1.54%	30
2021 Q4	$4.11M	Buy	15,350 +694	+5%	+$175K	1.68%	21
2021 Q3	$3.53M	Buy	14,656 +789	+6%	+$188K	1.61%	18
2021 Q2	$3.2M	Buy	13,867 +914	+7%	+$213K	1.57%	27
2021 Q1	$2.9M	Buy	+12,953	New	+$2.77M	1.63%	19

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return