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Larson Financial Group’s McDonald's MCD Stock Holding History

Larson Financial Group’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 		$2.84M Buy
9,139
+940
+11% +$299K 0.09% 185
2025
Q4 		$2.51M Sell
8,199
-52
-0.6% -$15.9K 0.08% 200
2025
Q3 		$2.51M Buy
8,251
+2,351
+40% +$716K 0.09% 197
2025
Q2 		$1.72M Buy
5,900
+507
+9% +$156K 0.07% 234
2025
Q1 		$1.68M Buy
5,393
+792
+17% +$237K 0.08% 212
2024
Q4 		$1.33M Sell
4,601
-1,857
-29% -$554K 0.07% 212
2024
Q3 		$1.97M Sell
6,458
-13,515
-68% -$3.73M 0.11% 164
2024
Q2 		$5.09M Buy
19,973
+12,987
+186% +$3.45M 0.35% 56
2024
Q1 		$1.97M Sell
6,986
-405
-5% -$118K 0.15% 122
2023
Q4 		$2.19M Buy
7,391
+224
+3% +$61K 0.19% 92
2023
Q3 		$1.89M Buy
7,167
+1,060
+17% +$302K 0.19% 100
2023
Q2 		$1.82M Buy
6,107
+5,489
+888% +$1.59M 0.18% 103
2023
Q1 		$173K Buy
618
+1
+0.2% +$268 0.02% 335
2022
Q4 		$163K Buy
617
+13
+2% +$3.43K 0.02% 330
2022
Q3 		$139K Sell
604
-1,376
-69% -$352K 0.02% 314
2022
Q2 		$489K Sell
1,980
-119
-6% -$29.3K 0.08% 106
2022
Q1 		$519K Sell
2,099
-36
-2% -$8.97K 0.08% 104
2021
Q4 		$572K Buy
2,135
+1,675
+364% +$423K 0.09% 100
2021
Q3 		$111K Buy
460
+101
+28% +$24.1K 0.02% 199
2021
Q2 		$83K Buy
359
+21
+6% +$4.89K 0.02% 206
2021
Q1 		$76K Buy
338
+1
+0.3% +$214 0.02% 199
2020
Q4 		$72K Sell
337
-62
-16% -$13.5K 0.02% 169
2020
Q3 		$88K Buy
399
+2
+0.5% +$411 0.04% 138
2020
Q2 		$73K Sell
397
-114
-22% -$20.9K 0.03% 158
2020
Q1 		$85K Buy
511
+6
+1% +$1.18K 0.05% 117
2019
Q4 		$100K Sell
505
-30
-6% -$5.95K 0.06% 108
2019
Q3 		$115K Buy
535
+49
+10% +$10.5K 0.08% 100
2019
Q2 		$101K Buy
486
+2
+0.4% +$396 0.08% 86
2019
Q1 		$92K Buy
484
+3
+0.6% +$544 0.07% 87
2018
Q4 		$85K Buy
+481
New +$85.3K 0.08% 84

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 $147M AUM 25.76% 1-Year Est. Return

Larson Financial Group's MCD Position: Q1 2026 in Review

Larson Financial Group increased its McDonald's (MCD) stake by 11% in Q1 2026, buying an estimated $299K and bringing the position to 9,139 shares worth $2.84M. The position accounts for 0.09% of the portfolio, ranked #185.

Larson Financial Group first reported a position in MCD in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.09M in Q2 2024. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Larson Financial Group held 9,139 shares of McDonald's worth $2.84M as of Q1 2026.
  • Larson Financial Group bought 940 McDonald's shares in Q1 2026, an estimated $299K.
  • McDonald's made up 0.09% of Larson Financial Group's portfolio in Q1 2026, its #185 holding.
  • Larson Financial Group first reported a position in McDonald's in Q4 2018 and has held it in 30 quarters since.
  • Larson Financial Group's McDonald's position peaked at $5.09M in Q2 2024.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.