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Key Financial Inc’s McDonald's MCD Stock Holding History

Key Financial Inc’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 		$2.52M Buy
8,101
+84
+1% +$26.8K 0.45% 45
2025
Q4 		$2.45M Sell
8,017
-30
-0.4% -$9.19K 0.45% 50
2025
Q3 		$2.42M Buy
8,047
+30
+0.4% +$9.13K 0.45% 47
2025
Q2 		$2.34M Sell
8,017
-12
-0.1% -$3.7K 0.47% 46
2025
Q1 		$2.51M Hold
8,029
– – 0.55% 39
2024
Q4 		$2.33M Hold
8,029
– – 0.53% 41
2024
Q3 		$2.44M Buy
8,029
+9
+0.1% +$2.48K 0.54% 41
2024
Q2 		$2.04M Buy
8,020
+12
+0.1% +$3.18K 0.49% 42
2024
Q1 		$2.26M Hold
8,008
– – 0.58% 36
2023
Q4 		$2.37M Hold
8,008
– – 0.65% 33
2023
Q3 		$2.11M Buy
8,008
+4
+0% +$1.14K 0.71% 31
2023
Q2 		$2.39M Buy
8,004
+94
+1% +$27.3K 0.79% 27
2023
Q1 		$2.21M Sell
7,910
-181
-2% -$48.5K 0.81% 28
2022
Q4 		$1.87M Hold
8,091
– – 0.88% 24
2022
Q3 		$1.87M Buy
8,091
+4,635
+134% +$1.18M 0.88% 24
2022
Q2 		$874K Sell
3,456
-53
-2% -$13.1K 0.47% 39
2022
Q1 		$868K Buy
3,509
+131
+4% +$32.6K 0.43% 42
2021
Q4 		$906K Sell
3,378
-10
-0.3% -$2.52K 0.45% 40
2021
Q3 		$817K Sell
3,388
-30
-0.9% -$7.16K 0.46% 39
2021
Q2 		$830K Buy
3,418
+92
+3% +$21.4K 0.46% 39
2021
Q1 		$745K Hold
3,326
– – 0.49% 37
2020
Q4 		$714K Sell
3,326
-194
-6% -$42.2K 0.53% 34
2020
Q3 		$773K Hold
3,520
– – 0.79% 30
2020
Q2 		$643K Buy
3,520
+25
+0.7% +$4.58K 0.74% 34
2020
Q1 		$588K Sell
3,495
-164
-4% -$32.3K 0.6% 31
2019
Q4 		$723K Buy
+3,659
New +$726K 0.68% 36

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

Key Financial Inc's MCD Position: Q1 2026 in Review

Key Financial Inc increased its McDonald's (MCD) stake by 1% in Q1 2026, buying an estimated $26.8K and bringing the position to 8,101 shares worth $2.52M. The position accounts for 0.45% of the portfolio, ranked #45.

Key Financial Inc first reported a position in MCD in Q4 2019 and has held it in 26 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Key Financial Inc held 8,101 shares of McDonald's worth $2.52M as of Q1 2026.
  • Key Financial Inc bought 84 McDonald's shares in Q1 2026, an estimated $26.8K.
  • McDonald's made up 0.45% of Key Financial Inc's portfolio in Q1 2026, its #45 holding.
  • Key Financial Inc first reported a position in McDonald's in Q4 2019 and has held it in 26 quarters since.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.