Johnson Financial Group LLC (Colorado)’s McDonald's MCD Stock Holding History

Johnson Financial Group LLC (Colorado)’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	$313K	Buy	+1,006	New	+$320K	0.02%	134
2022 Q1	–	Sell	-1,526	Closed	-$409K	–	67
2021 Q4	$409K	Sell	1,526 -385	-20%	-$97.2K	0.07%	40
2021 Q3	$460K	Sell	1,911 -170	-8%	-$40.6K	0.09%	40
2021 Q2	$481K	Buy	2,081 +466	+29%	+$108K	0.09%	50
2021 Q1	$362K	Buy	+1,615	New	+$345K	0.08%	41
2017 Q1	–	Sell	-2,234	Closed	-$272K	–	87
2016 Q4	$272K	Buy	+2,234	New	+$262K	0.22%	72

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

Johnson Financial Group LLC (Colorado)'s MCD Position: Q1 2026 in Review

Johnson Financial Group LLC (Colorado) opened a new position in McDonald's (MCD) in Q1 2026: 1,006 shares worth $313K. The stake represents 0.02% of the portfolio and ranks #134 among its holdings. This is a return to the name: Johnson Financial Group LLC (Colorado) previously reported a position in MCD as recently as Q4 2021.

Johnson Financial Group LLC (Colorado) first reported a position in MCD in Q4 2016 and has held it in 6 quarters since. The position peaked at $481K in Q2 2021. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Johnson Financial Group LLC (Colorado) held 1,006 shares of McDonald's worth $313K as of Q1 2026.
McDonald's was a new Johnson Financial Group LLC (Colorado) position in Q1 2026.
McDonald's made up 0.02% of Johnson Financial Group LLC (Colorado)'s portfolio in Q1 2026, its #134 holding.
Johnson Financial Group LLC (Colorado) first reported a position in McDonald's in Q4 2016 and has held it in 6 quarters since.
Johnson Financial Group LLC (Colorado)'s McDonald's position peaked at $481K in Q2 2021.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2026, filed 14 May 2026.