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Investmark Advisory Group’s McDonald's MCD Stock Holding History

Investmark Advisory Group’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 		$322K Sell
1,036
-43
-4% -$13.7K 0.14% 99
2025
Q4 		$330K Buy
1,079
+4
+0.4% +$1.23K 0.14% 99
2025
Q3 		$327K Buy
1,075
+4
+0.4% +$1.22K 0.14% 100
2025
Q2 		$313K Buy
1,071
+4
+0.4% +$1.23K 0.15% 98
2025
Q1 		$333K Buy
1,067
+3
+0.3% +$897 0.16% 88
2024
Q4 		$308K Sell
1,064
-149
-12% -$44.4K 0.15% 94
2024
Q3 		$370K Buy
1,213
+60
+5% +$16.5K 0.18% 86
2024
Q2 		$294K Buy
1,153
+3
+0.3% +$796 0.16% 91
2024
Q1 		$324K Sell
1,150
-72
-6% -$20.9K 0.18% 89
2023
Q4 		$362K Buy
1,222
+19
+2% +$5.17K 0.21% 81
2023
Q3 		$317K Sell
1,203
-3
-0.2% -$856 0.21% 78
2023
Q2 		$360K Sell
1,206
-98
-8% -$28.5K 0.24% 75
2023
Q1 		$364K Buy
1,304
+5
+0.4% +$1.34K 0.27% 66
2022
Q4 		$342K Buy
1,299
+50
+4% +$13.2K 0.25% 74
2022
Q3 		$288K Buy
1,249
+157
+14% +$40.1K 0.26% 68
2022
Q2 		$269K Buy
1,092
+5
+0.5% +$1.23K 0.27% 61
2022
Q1 		$268K Sell
1,087
-51
-4% -$12.7K 0.28% 69
2021
Q4 		$305K Buy
+1,138
New +$287K 0.29% 60

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

Investmark Advisory Group's MCD Position: Q1 2026 in Review

Investmark Advisory Group reduced its McDonald's (MCD) stake by 4% in Q1 2026, selling an estimated $13.7K and leaving 1,036 shares worth $322K. The position accounts for 0.14% of the portfolio, ranked #99.

Investmark Advisory Group first reported a position in MCD in Q4 2021 and has held it in 18 quarters since. The position peaked at $370K in Q3 2024. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Investmark Advisory Group held 1,036 shares of McDonald's worth $322K as of Q1 2026.
  • Investmark Advisory Group sold 43 McDonald's shares in Q1 2026, an estimated $13.7K.
  • McDonald's made up 0.14% of Investmark Advisory Group's portfolio in Q1 2026, its #99 holding.
  • Investmark Advisory Group first reported a position in McDonald's in Q4 2021 and has held it in 18 quarters since.
  • Investmark Advisory Group's McDonald's position peaked at $370K in Q3 2024.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.