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

Midwest 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	$401K	Hold	1,291	–	–	0.17%	90
2025 Q4	$395K	Sell	1,291 -50	-4%	-$15.3K	0.17%	85
2025 Q3	$407K	Hold	1,341	–	–	0.19%	80
2025 Q2	$392K	Buy	1,341 +1	+0.1%	+$308	0.21%	78
2025 Q1	$419K	Hold	1,340	–	–	0.24%	71
2024 Q4	$388K	Sell	1,340 -25	-2%	-$7.46K	0.22%	80
2024 Q3	$416K	Sell	1,365 -10	-0.7%	-$2.76K	0.24%	77
2024 Q2	$350K	Buy	1,375 +175	+15%	+$46.4K	0.22%	80
2024 Q1	$338K	Sell	1,200 -50	-4%	-$14.5K	0.23%	81
2023 Q4	$371K	Buy	1,250 +75	+6%	+$20.4K	0.28%	76
2023 Q3	$309K	Buy	1,175 +1	+0.1%	+$285	0.26%	80
2023 Q2	$350K	Hold	1,174	–	–	0.3%	76
2023 Q1	$328K	Buy	+1,174	New	+$315K	0.3%	75

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

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

Midwest Financial Group held its McDonald's (MCD) position steady in Q1 2026 at 1,291 shares worth $401K. The position accounts for 0.17% of the portfolio, ranked #90.

Midwest Financial Group first reported a position in MCD in Q1 2023 and has held it in 13 quarters since. The position peaked at $419K in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Midwest Financial Group held 1,291 shares of McDonald's worth $401K as of Q1 2026.
Midwest Financial Group left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.17% of Midwest Financial Group's portfolio in Q1 2026, its #90 holding.
Midwest Financial Group first reported a position in McDonald's in Q1 2023 and has held it in 13 quarters since.
Midwest Financial Group's McDonald's position peaked at $419K in Q1 2025.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Midwest Financial Group's 13F filing for Q1 2026, filed 22 Apr 2026.