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Foundations Investment Advisors’s McDonald's MCD Stock Holding History

Foundations Investment Advisors’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 		$6.95M Sell
22,367
-4,069
-15% -$1.3M 0.09% 180
2025
Q4 		$8.08M Buy
26,436
+1,345
+5% +$412K 0.11% 167
2025
Q3 		$7.62M Sell
25,091
-952
-4% -$290K 0.11% 159
2025
Q2 		$7.61M Buy
26,043
+2,064
+9% +$636K 0.12% 152
2025
Q1 		$7.49M Sell
23,979
-8,035
-25% -$2.4M 0.14% 148
2024
Q4 		$9.28M Buy
32,014
+237
+0.7% +$70.7K 0.18% 113
2024
Q3 		$9.68M Buy
31,777
+19,011
+149% +$5.24M 0.2% 101
2024
Q2 		$3.25M Buy
12,766
+856
+7% +$227K 0.08% 190
2024
Q1 		$3.36M Sell
11,910
-141
-1% -$41K 0.09% 181
2023
Q4 		$3.59M Buy
12,051
+527
+5% +$143K 0.1% 156
2023
Q3 		$3.04M Buy
11,524
+3,434
+42% +$979K 0.09% 167
2023
Q2 		$2.41M Buy
8,090
+1,908
+31% +$554K 0.08% 175
2023
Q1 		$1.73M Buy
6,182
+1,381
+29% +$370K 0.06% 183
2022
Q4 		$1.27M Buy
4,801
+712
+17% +$188K 0.05% 183
2022
Q3 		$943K Buy
4,089
+178
+5% +$45.5K 0.04% 179
2022
Q2 		$983K Buy
3,911
+799
+26% +$197K 0.04% 146
2022
Q1 		$780K Buy
3,112
+27
+0.9% +$6.73K 0.03% 146
2021
Q4 		$805K Buy
3,085
+355
+13% +$89.6K 0.03% 144
2021
Q3 		$669K Buy
2,730
+330
+14% +$78.8K 0.03% 145
2021
Q2 		$566K Sell
2,400
-250
-9% -$58.2K 0.03% 153
2021
Q1 		$616K Buy
2,650
+274
+12% +$58.6K 0.04% 120
2020
Q4 		$513K Buy
2,376
+391
+20% +$85K 0.03% 116
2020
Q3 		$442K Buy
1,985
+366
+23% +$75.1K 0.1% 117
2020
Q2 		$297K Buy
1,619
+167
+12% +$30.6K 0.03% 140
2020
Q1 		$230K Buy
1,452
+451
+45% +$88.9K 0.03% 104
2019
Q4 		$202K Sell
1,001
-74
-7% -$14.7K 0.02% 125
2019
Q3 		$226K Buy
+1,075
New +$230K 0.03% 120

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

Foundations Investment Advisors's MCD Position: Q1 2026 in Review

Foundations Investment Advisors reduced its McDonald's (MCD) stake by 15% in Q1 2026, selling an estimated $1.3M and leaving 22,367 shares worth $6.95M. The position accounts for 0.09% of the portfolio, ranked #180.

Foundations Investment Advisors first reported a position in MCD in Q3 2019 and has held it in 27 quarters since. The position peaked at $9.68M in Q3 2024. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Foundations Investment Advisors held 22,367 shares of McDonald's worth $6.95M as of Q1 2026.
  • Foundations Investment Advisors sold 4,069 McDonald's shares in Q1 2026, an estimated $1.3M.
  • McDonald's made up 0.09% of Foundations Investment Advisors's portfolio in Q1 2026, its #180 holding.
  • Foundations Investment Advisors first reported a position in McDonald's in Q3 2019 and has held it in 27 quarters since.
  • Foundations Investment Advisors's McDonald's position peaked at $9.68M in Q3 2024.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.