HFM Investment Advisors’s McDonald's MCD Stock Holding History

HFM Investment 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	$40.7K	Sell	131 -7	-5%	-$2.23K	0.02%	57
2025 Q4	$42.2K	Buy	138 +52	+60%	+$15.9K	0.02%	54
2025 Q3	$26.1K	Hold	86	–	–	0.01%	60
2025 Q2	$25.1K	Buy	86 +3	+4%	+$925	0.01%	61
2025 Q1	$25.9K	Buy	+83	New	+$24.8K	0.01%	53

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

HFM Investment Advisors's MCD Position: Q1 2026 in Review

HFM Investment Advisors reduced its McDonald's (MCD) stake by 5.1% in Q1 2026, selling an estimated $2.23K and leaving 131 shares worth $40.7K. The position accounts for 0.02% of the portfolio, ranked #57.

HFM Investment Advisors first reported a position in MCD in Q1 2025 and has held it in 5 quarters since. The position peaked at $42.2K in Q4 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

HFM Investment Advisors held 131 shares of McDonald's worth $40.7K as of Q1 2026.
HFM Investment Advisors sold 7 McDonald's shares in Q1 2026, an estimated $2.23K.
McDonald's made up 0.02% of HFM Investment Advisors's portfolio in Q1 2026, its #57 holding.
HFM Investment Advisors first reported a position in McDonald's in Q1 2025 and has held it in 5 quarters since.
HFM Investment Advisors's McDonald's position peaked at $42.2K in Q4 2025.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.