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Frederick Financial Consultants’s McDonald's MCD Stock Holding History

Frederick Financial Consultants’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 		$206K Sell
664
-107
-14% -$34.1K 0.1% 103
2025
Q4 		$236K Sell
771
-77
-9% -$23.6K 0.13% 95
2025
Q3 		$258K Buy
848
+18
+2% +$5.48K 0.14% 90
2025
Q2 		$243K Buy
830
+50
+6% +$15.4K 0.15% 89
2025
Q1 		$244K Buy
+780
New +$233K 0.18% 81

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

Frederick Financial Consultants's MCD Position: Q1 2026 in Review

Frederick Financial Consultants reduced its McDonald's (MCD) stake by 14% in Q1 2026, selling an estimated $34.1K and leaving 664 shares worth $206K. The position accounts for 0.1% of the portfolio, ranked #103.

Frederick Financial Consultants first reported a position in MCD in Q1 2025 and has held it in 5 quarters since. The position peaked at $258K in Q3 2025. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Frederick Financial Consultants held 664 shares of McDonald's worth $206K as of Q1 2026.
  • Frederick Financial Consultants sold 107 McDonald's shares in Q1 2026, an estimated $34.1K.
  • McDonald's made up 0.1% of Frederick Financial Consultants's portfolio in Q1 2026, its #103 holding.
  • Frederick Financial Consultants first reported a position in McDonald's in Q1 2025 and has held it in 5 quarters since.
  • Frederick Financial Consultants's McDonald's position peaked at $258K in Q3 2025.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Frederick Financial Consultants's 13F filing for Q1 2026, filed 14 May 2026.