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Johnson Financial Group Inc (Wisconsin)’s McDonald's MCD Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$5.04M Buy
16,212
+333
+2% +$106K 0.18% 65
2025
Q4 		$4.85M Buy
15,879
+154
+1% +$47.2K 0.18% 68
2025
Q3 		$4.78M Sell
15,725
-2,133
-12% -$649K 0.18% 71
2025
Q2 		$5.22M Sell
17,858
-1,895
-10% -$584K 0.23% 58
2025
Q1 		$6.17M Sell
19,753
-288
-1% -$86.1K 0.3% 44
2024
Q4 		$5.79M Buy
20,041
+1,072
+6% +$320K 0.27% 47
2024
Q3 		$5.78M Buy
18,969
+1,274
+7% +$351K 0.26% 56
2024
Q2 		$4.51M Buy
17,695
+9,567
+118% +$2.54M 0.22% 63
2024
Q1 		$2.29M Sell
8,128
-845
-9% -$246K 0.12% 70
2023
Q4 		$2.66M Buy
8,973
+741
+9% +$202K 0.15% 61
2023
Q3 		$2.17M Buy
8,232
+4,009
+95% +$1.14M 0.15% 67
2023
Q2 		$1.26M Sell
4,223
-1,482
-26% -$431K 0.09% 103
2023
Q1 		$1.6M Buy
5,705
+3,056
+115% +$819K 0.11% 80
2022
Q4 		$698K Hold
2,649
– – 0.06% 137
2022
Q3 		$671K Sell
2,649
-2,689
-50% -$687K 0.06% 134
2022
Q2 		$1.32M Buy
5,338
+5
+0.1% +$1.23K 0.09% 96
2022
Q1 		$1.32M Buy
5,333
+658
+14% +$164K 0.09% 107
2021
Q4 		$1.25M Hold
4,675
– – 0.08% 117
2021
Q3 		$1.13M Sell
4,675
-50
-1% -$11.9K 0.08% 120
2021
Q2 		$1.09M Buy
4,725
+224
+5% +$52.1K 0.07% 124
2021
Q1 		$1.01M Sell
4,501
-2,852
-39% -$610K 0.07% 124
2020
Q4 		$1.58M Sell
7,353
-3
-0% -$652 0.13% 78
2020
Q3 		$1.61M Sell
7,356
-2,712
-27% -$557K 0.16% 70
2020
Q2 		$1.86M Buy
10,068
+3,021
+43% +$554K 0.2% 58
2020
Q1 		$1.17M Sell
7,047
-633
-8% -$125K 0.14% 76
2019
Q4 		$1.52M Sell
7,680
-993
-11% -$197K 0.14% 79
2019
Q3 		$1.86M Sell
8,673
-259
-3% -$55.5K 0.17% 93
2019
Q2 		$1.85M Sell
8,932
-512
-5% -$101K 0.17% 87
2019
Q1 		$1.79M Buy
9,444
+619
+7% +$112K 0.16% 88
2018
Q4 		$1.57M Sell
8,825
-174
-2% -$30.9K 0.16% 87
2018
Q3 		$1.5M Buy
8,999
+153
+2% +$24.5K 0.15% 102
2018
Q2 		$1.39M Sell
8,846
-625
-7% -$101K 0.15% 102
2018
Q1 		$1.48M Sell
9,471
-1,221
-11% -$201K 0.18% 103
2017
Q4 		$1.84M Buy
10,692
+528
+5% +$88.7K 0.23% 88
2017
Q3 		$1.59M Sell
10,164
-696
-6% -$109K 0.21% 90
2017
Q2 		$1.66M Sell
10,860
-846
-7% -$122K 0.24% 87
2017
Q1 		$1.52M Buy
11,706
+285
+2% +$35.8K 0.19% 118
2016
Q4 		$1.39M Sell
11,421
-1,029
-8% -$121K 0.19% 117
2016
Q3 		$1.44M Sell
12,450
-112
-0.9% -$13.3K 0.19% 110
2016
Q2 		$1.51M Sell
12,562
-4,548
-27% -$570K 0.21% 107
2016
Q1 		$2.15M Buy
17,110
+3,062
+22% +$366K 0.43% 61
2015
Q4 		$1.66M Sell
14,048
-799
-5% -$89.3K 0.34% 68
2015
Q3 		$1.46M Buy
14,847
+252
+2% +$24.5K 0.32% 72
2015
Q2 		$1.39M Buy
14,595
+5,012
+52% +$485K 0.29% 85
2015
Q1 		$934K Buy
9,583
+2,191
+30% +$208K 0.2% 109
2014
Q4 		$692K Sell
7,392
-2,466
-25% -$231K 0.16% 133
2014
Q3 		$936K Buy
9,858
+401
+4% +$38.2K 0.24% 98
2014
Q2 		$953K Buy
9,457
+1,538
+19% +$155K 0.25% 98
2014
Q1 		$776K Buy
7,919
+468
+6% +$44.8K 0.23% 103
2013
Q4 		$723K Sell
7,451
-3,005
-29% -$289K 0.21% 106
2013
Q3 		$1.01M Buy
10,456
+2,866
+38% +$280K 0.31% 77
2013
Q2 		$751K Buy
+7,590
New +$760K 0.21% 90

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

Johnson Financial Group Inc (Wisconsin)'s MCD Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) increased its McDonald's (MCD) stake by 2.1% in Q1 2026, buying an estimated $106K and bringing the position to 16,212 shares worth $5.04M. The position accounts for 0.18% of the portfolio, ranked #65.

Johnson Financial Group Inc (Wisconsin) first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.17M in Q1 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 16,212 shares of McDonald's worth $5.04M as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) bought 333 McDonald's shares in Q1 2026, an estimated $106K.
  • McDonald's made up 0.18% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #65 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s McDonald's position peaked at $6.17M in Q1 2025.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.