First Affirmative Financial Network’s McDonald's MCD Stock Holding History

First Affirmative Financial Network’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	$541K	Buy	+1,739	New	+$554K	0.21%	112
2025 Q3	$345K	Buy	1,136 +155	+16%	+$47.2K	0.16%	159
2025 Q2	$287K	Buy	981 +180	+22%	+$55.5K	0.15%	184
2025 Q1	$250K	Buy	+801	New	+$240K	0.15%	186
2024 Q4	–	Sell	-762	Closed	-$232K	–	288
2024 Q3	$232K	Sell	762 -228	-23%	-$62.8K	0.13%	221
2024 Q2	$252K	Buy	990 +165	+20%	+$43.8K	0.18%	181
2024 Q1	$233K	Sell	825 -122	-13%	-$35.5K	0.17%	194
2023 Q4	$281K	Buy	+947	New	+$258K	0.22%	154

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

First Affirmative Financial Network's MCD Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in McDonald's (MCD) in Q1 2026: 1,739 shares worth $541K. The stake represents 0.21% of the portfolio and ranks #112 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in MCD as recently as Q3 2025.

First Affirmative Financial Network first reported a position in MCD in Q4 2023 and has held it in 8 quarters since. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

First Affirmative Financial Network held 1,739 shares of McDonald's worth $541K as of Q1 2026.
McDonald's was a new First Affirmative Financial Network position in Q1 2026.
McDonald's made up 0.21% of First Affirmative Financial Network's portfolio in Q1 2026, its #112 holding.
First Affirmative Financial Network first reported a position in McDonald's in Q4 2023 and has held it in 8 quarters since.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.