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Integrity Financial’s McDonald's MCD Stock Holding History

Integrity Financial’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 		$306K Sell
985
-217
-18% -$69.1K 0.15% 114
2025
Q4 		$367K Sell
1,202
-16
-1% -$4.9K 0.19% 93
2025
Q3 		$370K Sell
1,218
-42
-3% -$12.8K 0.18% 98
2025
Q2 		$368K Buy
1,260
+4
+0.3% +$1.23K 0.19% 101
2025
Q1 		$392K Buy
1,256
+10
+0.8% +$2.99K 0.22% 84
2024
Q4 		$361K Buy
1,246
+6
+0.5% +$1.79K 0.21% 86
2024
Q3 		$378K Sell
1,240
-3,669
-75% -$1.01M 0.22% 81
2024
Q2 		$1.25M Sell
4,909
-2
-0% -$531 0.78% 31
2024
Q1 		$1.38M Hold
4,911
– – 0.95% 25
2023
Q4 		$1.46M Sell
4,911
-7
-0.1% -$1.91K 1.06% 20
2023
Q3 		$1.3M Sell
4,918
-22
-0.4% -$6.28K 0.98% 27
2023
Q2 		$1.47M Hold
4,940
– – 1.07% 25
2023
Q1 		$1.38M Hold
4,940
– – 1.12% 25
2022
Q4 		$1.3M Buy
4,940
+3
+0.1% +$791 1.23% 22
2022
Q3 		$1.14M Sell
4,937
-3
-0.1% -$767 1.19% 22
2022
Q2 		$1.22M Buy
4,940
+15
+0.3% +$3.69K 1.16% 22
2022
Q1 		$1.22M Sell
4,925
-191
-4% -$47.6K 1% 25
2021
Q4 		$1.37M Buy
+5,116
New +$1.29M 1.02% 24

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 $147M AUM 25.76% 1-Year Est. Return

Integrity Financial's MCD Position: Q1 2026 in Review

Integrity Financial reduced its McDonald's (MCD) stake by 18% in Q1 2026, selling an estimated $69.1K and leaving 985 shares worth $306K. The position accounts for 0.15% of the portfolio, ranked #114.

Integrity Financial first reported a position in MCD in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.47M in Q2 2023. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Integrity Financial held 985 shares of McDonald's worth $306K as of Q1 2026.
  • Integrity Financial sold 217 McDonald's shares in Q1 2026, an estimated $69.1K.
  • McDonald's made up 0.15% of Integrity Financial's portfolio in Q1 2026, its #114 holding.
  • Integrity Financial first reported a position in McDonald's in Q4 2021 and has held it in 18 quarters since.
  • Integrity Financial's McDonald's position peaked at $1.47M in Q2 2023.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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