Francis Financial’s McDonald's MCD Stock Holding History

Francis Financial’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	$1.15M	Sell	3,685 -252	-6%	-$80.3K	0.21%	46
2025 Q4	$1.2M	Buy	3,937 +18	+0.5%	+$5.51K	0.23%	46
2025 Q3	$1.29M	Sell	3,919 -6	-0.2%	-$1.83K	0.23%	44
2025 Q2	$1.15M	Sell	3,925 -1,073	-21%	-$331K	0.26%	39
2025 Q1	$1.56M	Buy	4,998 +3,304	+195%	+$988K	0.38%	33
2024 Q4	$381K	Buy	1,694 +503	+42%	+$150K	0.1%	65
2024 Q3	$363K	Buy	1,191 +94	+9%	+$25.9K	0.1%	64
2024 Q2	$280K	Buy	1,097 +29	+3%	+$7.69K	0.08%	72
2024 Q1	$301K	Hold	1,068	–	–	0.1%	58
2023 Q4	$317K	Buy	1,068 +56	+6%	+$15.2K	0.14%	47
2023 Q3	$267K	Hold	1,012	–	–	0.14%	41
2023 Q2	$302K	Hold	1,012	–	–	0.16%	38
2023 Q1	$283K	Buy	1,012 +112	+12%	+$30K	0.19%	37
2022 Q4	$237K	Buy	900 +6	+0.7%	+$1.58K	0.22%	35
2022 Q3	$206K	Hold	894	–	–	0.21%	35
2022 Q2	$224K	Buy	+894	New	+$220K	0.2%	37

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

Francis Financial's MCD Position: Q1 2026 in Review

Francis Financial reduced its McDonald's (MCD) stake by 6.4% in Q1 2026, selling an estimated $80.3K and leaving 3,685 shares worth $1.15M. The position accounts for 0.21% of the portfolio, ranked #46.

Francis Financial first reported a position in MCD in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.56M in Q1 2025. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Francis Financial held 3,685 shares of McDonald's worth $1.15M as of Q1 2026.
Francis Financial sold 252 McDonald's shares in Q1 2026, an estimated $80.3K.
McDonald's made up 0.21% of Francis Financial's portfolio in Q1 2026, its #46 holding.
Francis Financial first reported a position in McDonald's in Q2 2022 and has held it in 16 quarters since.
Francis Financial's McDonald's position peaked at $1.56M in Q1 2025.
3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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