FourThought Financial Partners’s McDonald's MCD Stock Holding History

FourThought Financial Partners’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	$956K	Sell	3,077 -83	-3%	-$26.4K	0.08%	140
2025 Q4	$966K	Buy	3,160 +182	+6%	+$55.7K	0.08%	146
2025 Q3	$905K	Sell	2,978 -38	-1%	-$11.6K	0.08%	146
2025 Q2	$881K	Sell	3,016 -188	-6%	-$58K	0.09%	145
2025 Q1	$1M	Sell	3,204 -180	-5%	-$53.8K	0.1%	133
2024 Q4	$981K	Buy	+3,384	New	+$1.01M	0.1%	133
2024 Q2	–	Sell	-4,028	Closed	-$1.14M	–	262
2024 Q1	$1.14M	Buy	4,028 +11	+0.3%	+$3.2K	0.13%	117
2023 Q4	$1.19M	Buy	4,017 +83	+2%	+$22.6K	0.15%	112
2023 Q3	$1.04M	Sell	3,934 -139	-3%	-$39.6K	0.14%	111
2023 Q2	$1.22M	Sell	4,073 -120	-3%	-$34.9K	0.16%	106
2023 Q1	$1.17M	Sell	4,193 -309	-7%	-$82.8K	0.16%	114
2022 Q4	$1.19M	Buy	+4,502	New	+$1.19M	0.17%	109

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

FourThought Financial Partners's MCD Position: Q1 2026 in Review

FourThought Financial Partners reduced its McDonald's (MCD) stake by 2.6% in Q1 2026, selling an estimated $26.4K and leaving 3,077 shares worth $956K. The position accounts for 0.08% of the portfolio, ranked #140.

FourThought Financial Partners first reported a position in MCD in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.22M in Q2 2023. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

FourThought Financial Partners held 3,077 shares of McDonald's worth $956K as of Q1 2026.
FourThought Financial Partners sold 83 McDonald's shares in Q1 2026, an estimated $26.4K.
McDonald's made up 0.08% of FourThought Financial Partners's portfolio in Q1 2026, its #140 holding.
FourThought Financial Partners first reported a position in McDonald's in Q4 2022 and has held it in 12 quarters since.
FourThought Financial Partners's McDonald's position peaked at $1.22M in Q2 2023.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.