Hartford Financial Management’s McDonald's MCD Stock Holding History

Hartford Financial Management’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	$592K	Sell	1,904 -2	-0.1%	-$637	0.15%	98
2025 Q4	$583K	Sell	1,906 -10	-0.5%	-$3.06K	0.15%	93
2025 Q3	$582K	Sell	1,916 -65	-3%	-$19.8K	0.15%	96
2025 Q2	$579K	Sell	1,981 -2,400	-55%	-$740K	0.16%	99
2025 Q1	$1.37M	Hold	4,381	–	–	0.28%	95
2024 Q4	$1.27M	Hold	4,381	–	–	0.26%	102
2024 Q3	$1.33M	Hold	4,381	–	–	0.27%	100
2024 Q2	$1.12M	Hold	4,381	–	–	0.24%	104
2024 Q1	$1.24M	Hold	4,381	–	–	0.26%	105
2023 Q4	$1.3M	Hold	4,381	–	–	0.29%	99
2023 Q3	$1.15M	Sell	4,381 -12	-0.3%	-$3.42K	0.29%	100
2023 Q2	$1.31M	Sell	4,393 -114	-3%	-$33.1K	0.32%	93
2023 Q1	$1.26M	Sell	4,507 -5	-0.1%	-$1.34K	0.33%	97
2022 Q4	$1.19M	Sell	4,512 -2	-0%	-$528	0.31%	100
2022 Q3	$1.04M	Sell	4,514 -39	-0.9%	-$9.97K	0.31%	98
2022 Q2	$1.12M	Hold	4,553	–	–	0.31%	97
2022 Q1	$1.13M	Hold	4,553	–	–	0.27%	104
2021 Q4	$1.22M	Hold	4,553	–	–	0.28%	105
2021 Q3	$1.1M	Hold	4,553	–	–	0.28%	103
2021 Q2	$1.05M	Sell	4,553 -200	-4%	-$46.5K	0.26%	106
2021 Q1	$1.06M	Hold	4,753	–	–	0.26%	106
2020 Q4	$1.02M	Sell	4,753 -6	-0.1%	-$1.3K	0.27%	99
2020 Q3	$1.04M	Sell	4,759 -50	-1%	-$10.3K	0.31%	96
2020 Q2	$887K	Sell	4,809 -200	-4%	-$36.7K	0.28%	101
2020 Q1	$828K	Buy	5,009 +2,414	+93%	+$476K	0.33%	92
2019 Q4	$513K	Hold	2,595	–	–	0.16%	116
2019 Q3	$557K	Sell	2,595 -5	-0.2%	-$1.07K	0.19%	113
2019 Q2	$540K	Sell	2,600 -6	-0.2%	-$1.19K	0.18%	116
2019 Q1	$495K	Sell	2,606 -805	-24%	-$146K	0.17%	116
2018 Q4	$606K	Sell	3,411 -514	-13%	-$91.2K	0.23%	103
2018 Q3	$657K	Sell	3,925 -51	-1%	-$8.17K	0.22%	104
2018 Q2	$623K	Sell	3,976 -217	-5%	-$35.2K	0.22%	106
2018 Q1	$655K	Sell	4,193 -32	-0.8%	-$5.26K	0.33%	72
2017 Q4	$727K	Buy	4,225 +1	+0%	+$168	0.36%	74
2017 Q3	$661K	Buy	4,224 +1	+0%	+$157	0.34%	77
2017 Q2	$646K	Buy	4,223 +1	+0%	+$145	0.29%	80
2017 Q1	$547K	Buy	4,222 +2	+0%	+$251	0.33%	76
2016 Q4	$514K	Sell	4,220 -99	-2%	-$11.6K	0.3%	77
2016 Q3	$498K	Buy	4,319 +60	+1%	+$7.11K	0.3%	78
2016 Q2	$512K	Buy	4,259 +2	+0%	+$250	0.31%	75
2016 Q1	$535K	Buy	4,257 +59	+1%	+$7.05K	0.33%	75
2015 Q4	$495K	Sell	4,198 -99	-2%	-$11.1K	0.31%	76
2015 Q3	$423K	Sell	4,297 -1,798	-29%	-$175K	0.28%	80
2015 Q2	$579K	Sell	6,095 -2,049	-25%	-$198K	0.34%	73
2015 Q1	$793K	Sell	8,144 -1,032	-11%	-$97.9K	0.49%	68
2014 Q4	$859K	Sell	9,176 -1,049	-10%	-$98.2K	0.53%	63
2014 Q3	$969K	Sell	10,225 -598	-6%	-$57K	0.58%	65
2014 Q2	$1.09M	Buy	10,823 +1	+0%	+$101	0.66%	57
2014 Q1	$1.06M	Sell	10,822 -3,149	-23%	-$301K	0.69%	54
2013 Q4	$1.35M	Buy	13,971 +452	+3%	+$43.4K	0.88%	44
2013 Q3	$1.3M	Buy	13,519 +801	+6%	+$78.2K	0.9%	43
2013 Q2	$1.26M	Buy	+12,718	New	+$1.27M	0.87%	46

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

Hartford Financial Management's MCD Position: Q1 2026 in Review

Hartford Financial Management reduced its McDonald's (MCD) stake by 0.1% in Q1 2026, selling an estimated $637 and leaving 1,904 shares worth $592K. The position accounts for 0.15% of the portfolio, ranked #98.

Hartford Financial Management first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.37M in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Hartford Financial Management held 1,904 shares of McDonald's worth $592K as of Q1 2026.
Hartford Financial Management sold 2 McDonald's shares in Q1 2026, an estimated $637.
McDonald's made up 0.15% of Hartford Financial Management's portfolio in Q1 2026, its #98 holding.
Hartford Financial Management first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
Hartford Financial Management's McDonald's position peaked at $1.37M in Q1 2025.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Hartford Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.