Koss-Olinger Consulting’s McDonald's MCD Stock Holding History

Koss-Olinger Consulting’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	$251K	Sell	807 -554	-41%	-$176K	0.02%	236
2025 Q4	$416K	Sell	1,361 -6	-0.4%	-$1.84K	0.03%	183
2025 Q3	$399K	Hold	1,367	–	–	0.03%	234
2025 Q2	$399K	Buy	1,367 +11	+0.8%	+$3.39K	0.03%	234
2025 Q1	$424K	Buy	+1,356	New	+$406K	0.04%	220
2024 Q4	–	Sell	-913	Closed	-$278K	–	250
2024 Q3	$278K	Sell	913 -61	-6%	-$16.8K	0.02%	235
2024 Q2	$248K	Buy	+974	New	+$258K	0.02%	229
2024 Q1	–	Sell	-1,487	Closed	-$441K	–	202
2023 Q4	$441K	Buy	1,487 +103	+7%	+$28K	0.04%	166
2023 Q3	$365K	Buy	1,384 +2	+0.1%	+$570	0.05%	165
2023 Q2	$412K	Buy	1,382 +1	+0.1%	+$291	0.05%	150
2023 Q1	$386K	Buy	1,381 +115	+9%	+$30.8K	0.05%	152
2022 Q4	$333K	Buy	1,266 +35	+3%	+$9.23K	0.05%	153
2022 Q3	$284K	Buy	1,231 +43	+4%	+$11K	0.05%	162
2022 Q2	$293K	Buy	1,188 +40	+3%	+$9.85K	0.05%	132
2022 Q1	$284K	Buy	+1,148	New	+$286K	0.05%	153

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

Koss-Olinger Consulting's MCD Position: Q1 2026 in Review

Koss-Olinger Consulting reduced its McDonald's (MCD) stake by 41% in Q1 2026, selling an estimated $176K and leaving 807 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #236.

Koss-Olinger Consulting first reported a position in MCD in Q1 2022 and has held it in 15 quarters since. The position peaked at $441K in Q4 2023. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Koss-Olinger Consulting held 807 shares of McDonald's worth $251K as of Q1 2026.
Koss-Olinger Consulting sold 554 McDonald's shares in Q1 2026, an estimated $176K.
McDonald's made up 0.02% of Koss-Olinger Consulting's portfolio in Q1 2026, its #236 holding.
Koss-Olinger Consulting first reported a position in McDonald's in Q1 2022 and has held it in 15 quarters since.
Koss-Olinger Consulting's McDonald's position peaked at $441K in Q4 2023.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.