Mechanics Financial Corp’s McDonald's MCD Stock Holding History

Mechanics Financial Corp’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	$1.56M	Sell	5,017 -186	-4%	-$59.3K	0.65%	39
2025 Q4	$1.59M	Sell	5,203 -10	-0.2%	-$3.06K	0.59%	39
2025 Q3	$1.58M	Sell	5,213 -15	-0.3%	-$4.57K	0.6%	34
2025 Q2	$1.53M	Buy	5,228 +15	+0.3%	+$4.62K	0.65%	32
2025 Q1	$1.63M	Hold	5,213	–	–	0.74%	27
2024 Q4	$1.51M	Sell	5,213 -53	-1%	-$15.8K	0.68%	31
2024 Q3	$1.6M	Hold	5,266	–	–	0.7%	32
2024 Q2	$1.34M	Sell	5,266 -65	-1%	-$17.2K	0.69%	36
2024 Q1	$1.5M	Hold	5,331	–	–	0.78%	30
2023 Q4	$1.58M	Buy	5,331 +36	+0.7%	+$9.8K	0.89%	25
2023 Q3	$1.39M	Sell	5,295 -25	-0.5%	-$7.13K	0.77%	25
2023 Q2	$1.59M	Buy	5,320 +3	+0.1%	+$872	0.86%	23
2023 Q1	$1.49M	Hold	5,317	–	–	0.86%	22
2022 Q4	$1.4M	Sell	5,317 -265	-5%	-$69.9K	0.84%	24
2022 Q3	$1.29M	Buy	5,582 +90	+2%	+$23K	0.84%	24
2022 Q2	$1.36M	Sell	5,492 -85	-2%	-$20.9K	0.81%	24
2022 Q1	$1.38M	Sell	5,577 -25	-0.4%	-$6.23K	0.71%	26
2021 Q4	$1.5M	Buy	+5,602	New	+$1.41M	0.71%	26

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

Mechanics Financial Corp's MCD Position: Q1 2026 in Review

Mechanics Financial Corp reduced its McDonald's (MCD) stake by 3.6% in Q1 2026, selling an estimated $59.3K and leaving 5,017 shares worth $1.56M. The position accounts for 0.65% of the portfolio, ranked #39.

Mechanics Financial Corp first reported a position in MCD in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.63M in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Mechanics Financial Corp held 5,017 shares of McDonald's worth $1.56M as of Q1 2026.
Mechanics Financial Corp sold 186 McDonald's shares in Q1 2026, an estimated $59.3K.
McDonald's made up 0.65% of Mechanics Financial Corp's portfolio in Q1 2026, its #39 holding.
Mechanics Financial Corp first reported a position in McDonald's in Q4 2021 and has held it in 18 quarters since.
Mechanics Financial Corp's McDonald's position peaked at $1.63M in Q1 2025.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Mechanics Financial Corp's 13F filing for Q1 2026, filed 6 May 2026.