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Garton & Associates Financial Advisors’s McDonald's MCD Stock Holding History

Garton & Associates Financial 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 		– Sell
-296
Closed -$90.4K – 453
2025
Q4 		$90.4K Buy
+296
New +$90.7K 0.05% 250

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Garton & Associates Financial Advisors's MCD Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of McDonald's (MCD) in Q1 2026, closing a stake of 296 shares — an estimated $90.4K sold.

Garton & Associates Financial Advisors first reported a position in MCD in Q4 2025 and held it in 1 quarter. The position peaked at $90.4K in Q4 2025. 3,588 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 296 McDonald's shares in Q1 2026, an estimated $90.4K.
  • Garton & Associates Financial Advisors first reported a position in McDonald's in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's McDonald's position peaked at $90.4K in Q4 2025.
  • 3,588 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.