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Hoge Financial Services’s McDonald's MCD Stock Holding History

Hoge Financial Services’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 		$580K Sell
1,867
-107
-5% -$34.1K 0.31% 36
2025
Q4 		$603K Buy
1,974
+27
+1% +$8.27K 0.33% 35
2025
Q3 		$592K Buy
1,947
+82
+4% +$25K 0.34% 36
2025
Q2 		$540K Buy
1,865
+13
+0.7% +$4.01K 0.34% 32
2025
Q1 		$579K Buy
1,852
+27
+1% +$8.08K 0.4% 30
2024
Q4 		$529K Buy
1,825
+446
+32% +$133K 0.39% 30
2024
Q3 		$420K Sell
1,379
-85
-6% -$23.4K 0.32% 34
2024
Q2 		$373K Buy
1,464
+27
+2% +$7.16K 0.31% 35
2024
Q1 		$405K Buy
1,437
+174
+14% +$50.6K 0.33% 33
2023
Q4 		$375K Buy
+1,263
New +$344K 0.38% 29

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

Hoge Financial Services's MCD Position: Q1 2026 in Review

Hoge Financial Services reduced its McDonald's (MCD) stake by 5.4% in Q1 2026, selling an estimated $34.1K and leaving 1,867 shares worth $580K. The position accounts for 0.31% of the portfolio, ranked #36.

Hoge Financial Services first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. The position peaked at $603K in Q4 2025. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Hoge Financial Services held 1,867 shares of McDonald's worth $580K as of Q1 2026.
  • Hoge Financial Services sold 107 McDonald's shares in Q1 2026, an estimated $34.1K.
  • McDonald's made up 0.31% of Hoge Financial Services's portfolio in Q1 2026, its #36 holding.
  • Hoge Financial Services first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
  • Hoge Financial Services's McDonald's position peaked at $603K in Q4 2025.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Hoge Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.