First Command Advisory Services’s McDonald's MCD Stock Holding History

First Command Advisory 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	$1.7M	Buy	5,466 +167	+3%	+$53.2K	0.01%	68
2025 Q4	$1.62M	Buy	5,299 +184	+4%	+$56.4K	0.01%	67
2025 Q3	$1.55M	Buy	5,115 +134	+3%	+$40.8K	0.01%	67
2025 Q2	$1.46M	Buy	4,981 +48	+1%	+$14.8K	0.01%	62
2025 Q1	$1.54M	Sell	4,933 -152	-3%	-$45.5K	0.01%	56
2024 Q4	$1.47M	Sell	5,085 -137	-3%	-$40.9K	0.01%	57
2024 Q3	$1.59M	Buy	5,222 +1,165	+29%	+$321K	0.02%	58
2024 Q2	$1.03M	Sell	4,057 -175	-4%	-$46.4K	0.01%	61
2024 Q1	$1.19M	Sell	4,232 -129	-3%	-$37.5K	0.01%	58
2023 Q4	$1.29M	Buy	4,361 +1,670	+62%	+$455K	0.02%	47
2023 Q3	$709K	Buy	+2,691	New	+$767K	0.01%	75
2021 Q4	–	Sell	-22	Closed	-$1K	–	142
2021 Q3	$1K	Buy	+22	New	+$5.25K	﹤0.01%	54

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 Command Advisory Services's MCD Position: Q1 2026 in Review

First Command Advisory Services increased its McDonald's (MCD) stake by 3.2% in Q1 2026, buying an estimated $53.2K and bringing the position to 5,466 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #68.

First Command Advisory Services first reported a position in MCD in Q3 2021 and has held it in 12 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

First Command Advisory Services held 5,466 shares of McDonald's worth $1.7M as of Q1 2026.
First Command Advisory Services bought 167 McDonald's shares in Q1 2026, an estimated $53.2K.
McDonald's made up 0.01% of First Command Advisory Services's portfolio in Q1 2026, its #68 holding.
First Command Advisory Services first reported a position in McDonald's in Q3 2021 and has held it in 12 quarters since.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on First Command Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.