JF
MCD icon

JSF Financial’s McDonald's MCD Stock Holding History

JSF 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 		$226K Sell
726
-25
-3% -$7.96K 0.04% 119
2025
Q4 		$230K Sell
751
-33
-4% -$10.1K 0.05% 122
2025
Q3 		$238K Sell
784
-143
-15% -$43.5K 0.05% 112
2025
Q2 		$271K Buy
927
+255
+38% +$78.6K 0.06% 104
2025
Q1 		$210K Buy
+672
New +$201K 0.06% 116
2024
Q4 		– Sell
-836
Closed -$255K – 127
2024
Q3 		$255K Sell
836
-2
-0.2% -$551 0.07% 99
2024
Q2 		$214K Buy
+838
New +$222K 0.07% 106
2024
Q1 		– Sell
-693
Closed -$206K – 114
2023
Q4 		$206K Buy
+693
New +$189K 0.07% 103
2023
Q3 		– Sell
-2,885
Closed -$861K – 111
2023
Q2 		$861K Sell
2,885
-28
-1% -$8.13K 0.3% 45
2023
Q1 		$814K Sell
2,913
-134
-4% -$35.9K 0.3% 47
2022
Q4 		$803K Buy
3,047
+102
+3% +$26.9K 0.3% 47
2022
Q3 		$680K Buy
2,945
+217
+8% +$55.5K 0.26% 44
2022
Q2 		$673K Buy
2,728
+177
+7% +$43.6K 0.3% 47
2022
Q1 		$631K Buy
2,551
+519
+26% +$129K 0.27% 50
2021
Q4 		$545K Buy
2,032
+76
+4% +$19.2K 0.27% 43
2021
Q3 		$472K Buy
1,956
+387
+25% +$92.4K 0.23% 45
2021
Q2 		$362K Buy
1,569
+38
+2% +$8.84K 0.21% 54
2021
Q1 		$343K Buy
1,531
+124
+9% +$26.5K 0.22% 49
2020
Q4 		$302K Buy
1,407
+201
+17% +$43.7K 0.21% 53
2020
Q3 		$265K Buy
+1,206
New +$248K 0.21% 52
2019
Q4 		– Sell
-1,499
Closed -$322K – 71
2019
Q3 		$322K Buy
1,499
+24
+2% +$5.14K 0.35% 43
2019
Q2 		$306K Hold
1,475
– – 0.33% 44
2019
Q1 		$280K Hold
1,475
– – 0.31% 45
2018
Q4 		$262K Buy
+1,475
New +$262K 0.27% 46

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

JSF Financial's MCD Position: Q1 2026 in Review

JSF Financial reduced its McDonald's (MCD) stake by 3.3% in Q1 2026, selling an estimated $7.96K and leaving 726 shares worth $226K. The position accounts for 0.04% of the portfolio, ranked #119.

JSF Financial first reported a position in MCD in Q4 2018 and has held it in 24 quarters since. The position peaked at $861K in Q2 2023. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • JSF Financial held 726 shares of McDonald's worth $226K as of Q1 2026.
  • JSF Financial sold 25 McDonald's shares in Q1 2026, an estimated $7.96K.
  • McDonald's made up 0.04% of JSF Financial's portfolio in Q1 2026, its #119 holding.
  • JSF Financial first reported a position in McDonald's in Q4 2018 and has held it in 24 quarters since.
  • JSF Financial's McDonald's position peaked at $861K in Q2 2023.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.