Keystone Financial Group (Kentucky)’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.54M | Buy |
21,914
+1,315
| +6% | +$419K | 0.45% | 43 |
|
|
2025
Q4 | $6.3M | Sell |
20,599
-1,751
| -8% | -$536K | 0.47% | 41 |
|
|
2025
Q3 | $6.87M | Buy |
22,350
+2,213
| +11% | +$674K | 0.52% | 38 |
|
|
2025
Q2 | $6.04M | Buy |
20,137
+433
| +2% | +$133K | 0.54% | 37 |
|
|
2025
Q1 | $6.11M | Buy |
19,704
+182
| +0.9% | +$54.4K | 0.62% | 30 |
|
|
2024
Q4 | $5.86M | Buy |
19,522
+11,139
| +133% | +$3.32M | 0.58% | 35 |
|
|
2024
Q3 | $2.55M | Sell |
8,383
-374
| -4% | -$103K | 0.33% | 59 |
|
|
2024
Q2 | $2.23M | Sell |
8,757
-576
| -6% | -$153K | 0.8% | 24 |
|
|
2024
Q1 | $2.63M | Buy |
9,333
+338
| +4% | +$98.3K | 0.38% | 57 |
|
|
2023
Q4 | $2.67M | Buy |
8,995
+499
| +6% | +$136K | 0.46% | 50 |
|
|
2023
Q3 | $2.24M | Buy |
8,496
+55
| +0.7% | +$15.7K | 0.37% | 57 |
|
|
2023
Q2 | $2.52M | Buy |
+8,441
| New | +$2.45M | 0.43% | 55 |
|
|
2022
Q4 | $2.26M | Sell |
8,577
-835
| -9% | -$220K | 0.45% | 53 |
|
|
2022
Q3 | $2.17M | Buy |
9,412
+1,564
| +20% | +$400K | 0.44% | 50 |
|
|
2022
Q2 | $1.94M | Buy |
7,848
+340
| +5% | +$83.7K | 0.38% | 64 |
|
|
2022
Q1 | $1.86M | Buy |
7,508
+800
| +12% | +$199K | 0.32% | 72 |
|
|
2021
Q4 | $1.8M | Sell |
6,708
-543
| -7% | -$137K | 0.3% | 73 |
|
|
2021
Q3 | $1.75M | Sell |
7,251
-309
| -4% | -$73.8K | 0.32% | 71 |
|
|
2021
Q2 | $1.75M | Buy |
7,560
+404
| +6% | +$94K | 0.32% | 72 |
|
|
2021
Q1 | $1.6M | Sell |
7,156
-114
| -2% | -$24.4K | 0.31% | 74 |
|
|
2020
Q4 | $1.56M | Buy |
7,270
+608
| +9% | +$132K | 0.32% | 74 |
|
|
2020
Q3 | $1.46M | Buy |
6,662
+212
| +3% | +$43.5K | 0.36% | 62 |
|
|
2020
Q2 | $1.19M | Buy |
6,450
+586
| +10% | +$107K | 0.32% | 76 |
|
|
2020
Q1 | $970K | Buy |
5,864
+480
| +9% | +$94.6K | 0.32% | 75 |
|
|
2019
Q4 | $1.06M | Buy |
5,384
+19
| +0.4% | +$3.77K | 0.29% | 81 |
|
|
2019
Q3 | $1.15M | Buy |
5,365
+64
| +1% | +$13.7K | 0.35% | 72 |
|
|
2019
Q2 | $1.1M | Buy |
5,301
+97
| +2% | +$19.2K | 0.36% | 68 |
|
|
2019
Q1 | $988K | Buy |
5,204
+514
| +11% | +$93.3K | 0.35% | 75 |
|
|
2018
Q4 | $833K | Buy |
4,690
+209
| +5% | +$37.1K | 0.38% | 72 |
|
|
2018
Q3 | $747K | Buy |
4,481
+249
| +6% | +$39.9K | 0.31% | 86 |
|
|
2018
Q2 | $664K | Buy |
4,232
+283
| +7% | +$45.9K | 0.37% | 72 |
|
|
2018
Q1 | $623K | Buy |
3,949
+901
| +30% | +$148K | 0.35% | 76 |
|
|
2017
Q4 | $530K | Buy |
+3,048
| New | +$512K | 0.33% | 60 |
|
Other funds holding MCD
VCM
VPM
DAM
Keystone Financial Group (Kentucky)'s MCD Position: Q1 2026 in Review
Keystone Financial Group (Kentucky) increased its McDonald's (MCD) stake by 6.4% in Q1 2026, buying an estimated $419K and bringing the position to 21,914 shares worth $6.54M. The position accounts for 0.45% of the portfolio, ranked #43.
Keystone Financial Group (Kentucky) first reported a position in MCD in Q4 2017 and has held it in 33 quarters since. The position peaked at $6.87M in Q3 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- Keystone Financial Group (Kentucky) held 21,914 shares of McDonald's worth $6.54M as of Q1 2026.
- Keystone Financial Group (Kentucky) bought 1,315 McDonald's shares in Q1 2026, an estimated $419K.
- McDonald's made up 0.45% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #43 holding.
- Keystone Financial Group (Kentucky) first reported a position in McDonald's in Q4 2017 and has held it in 33 quarters since.
- Keystone Financial Group (Kentucky)'s McDonald's position peaked at $6.87M in Q3 2025.
- 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.