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First Business Financial Services’s McDonald's MCD Stock Holding History

First Business Financial Services’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 		$495K Sell
1,592
-596
-27% -$190K 0.04% 118
2025
Q4 		$669K Sell
2,188
-41
-2% -$12.6K 0.06% 99
2025
Q3 		$677K Hold
2,229
– – 0.06% 109
2025
Q2 		$651K Hold
2,229
– – 0.06% 108
2025
Q1 		$696K Sell
2,229
-60
-3% -$17.9K 0.07% 99
2024
Q4 		$664K Hold
2,289
– – 0.07% 103
2024
Q3 		$697K Sell
2,289
-25
-1% -$6.89K 0.07% 94
2024
Q2 		$590K Sell
2,314
-166
-7% -$44K 0.06% 97
2024
Q1 		$699K Hold
2,480
– – 0.08% 92
2023
Q4 		$735K Sell
2,480
-4,708
-65% -$1.28M 0.09% 86
2023
Q3 		$1.89M Buy
7,188
+74
+1% +$21.1K 0.24% 39
2023
Q2 		$2.12M Sell
7,114
-525
-7% -$153K 0.26% 30
2023
Q1 		$2.14M Hold
7,639
– – 0.27% 28
2022
Q4 		$2.01M Sell
7,639
-95
-1% -$25.1K 0.27% 30
2022
Q3 		$1.78M Hold
7,734
– – 0.25% 29
2022
Q2 		$1.91M Sell
7,734
-100
-1% -$24.6K 0.26% 28
2022
Q1 		$1.94M Hold
7,834
– – 0.21% 33
2021
Q4 		$2.1M Buy
7,834
+34
+0.4% +$8.58K 0.22% 29
2021
Q3 		$1.88M Buy
7,800
+5,175
+197% +$1.24M 0.22% 27
2021
Q2 		$606K Buy
2,625
+150
+6% +$34.9K 0.07% 92
2021
Q1 		$555K Buy
2,475
+61
+3% +$13K 0.07% 84
2020
Q4 		$518K Hold
2,414
– – 0.08% 81
2020
Q3 		$530K Sell
2,414
-604
-20% -$124K 0.09% 73
2020
Q2 		$557K Sell
3,018
-220
-7% -$40.3K 0.1% 65
2020
Q1 		$535K Buy
3,238
+777
+32% +$153K 0.11% 53
2019
Q4 		$486K Hold
2,461
– – 0.08% 78
2019
Q3 		$528K Sell
2,461
-596
-19% -$128K 0.09% 70
2019
Q2 		$635K Buy
3,057
+23
+0.8% +$4.56K 0.11% 57
2019
Q1 		$576K Hold
3,034
– – 0.1% 62
2018
Q4 		$539K Buy
3,034
+785
+35% +$139K 0.09% 85
2018
Q3 		$376K Hold
2,249
– – 0.06% 85
2018
Q2 		$352K Hold
2,249
– – 0.06% 71
2018
Q1 		$352K Sell
2,249
-508
-18% -$83.6K 0.07% 68
2017
Q4 		$475K Sell
2,757
-335
-11% -$56.3K 0.09% 65
2017
Q3 		$484K Hold
3,092
– – 0.1% 57
2017
Q2 		$474K Hold
3,092
– – 0.1% 55
2017
Q1 		$401K Buy
3,092
+658
+27% +$82.6K 0.08% 66
2016
Q4 		$296K Buy
2,434
+220
+10% +$25.8K 0.07% 58
2016
Q3 		$255K Hold
2,214
– – 0.06% 68
2016
Q2 		$266K Hold
2,214
– – 0.07% 65
2016
Q1 		$278K Sell
2,214
-30
-1% -$3.58K 0.08% 66
2015
Q4 		$265K Buy
2,244
+30
+1% +$3.35K 0.08% 49
2015
Q3 		$218K Sell
2,214
-255
-10% -$24.8K 0.07% 76
2015
Q2 		$235K Sell
2,469
-115
-4% -$11.1K 0.07% 73
2015
Q1 		$252K Hold
2,584
– – 0.08% 66
2014
Q4 		$242K Sell
2,584
-366
-12% -$34.3K 0.08% 68
2014
Q3 		$280K Buy
+2,950
New +$281K 0.1% 51
2013
Q3 		– Sell
-2,927
Closed -$290K – 32
2013
Q2 		$290K Buy
+2,927
New +$293K 0.17% 19

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

First Business Financial Services's MCD Position: Q1 2026 in Review

First Business Financial Services reduced its McDonald's (MCD) stake by 27% in Q1 2026, selling an estimated $190K and leaving 1,592 shares worth $495K. The position accounts for 0.04% of the portfolio, ranked #118.

First Business Financial Services first reported a position in MCD in Q2 2013 and has held it in 48 quarters since. The position peaked at $2.14M in Q1 2023. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • First Business Financial Services held 1,592 shares of McDonald's worth $495K as of Q1 2026.
  • First Business Financial Services sold 596 McDonald's shares in Q1 2026, an estimated $190K.
  • McDonald's made up 0.04% of First Business Financial Services's portfolio in Q1 2026, its #118 holding.
  • First Business Financial Services first reported a position in McDonald's in Q2 2013 and has held it in 48 quarters since.
  • First Business Financial Services's McDonald's position peaked at $2.14M in Q1 2023.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on First Business Financial Services's 13F filing for Q1 2026, filed 1 May 2026.