Montis Financial’s McDonald's MCD Stock Holding History

Montis Financial’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	$254K	Sell	817 -466	-36%	-$148K	0.05%	135
2025 Q4	$392K	Hold	1,283	–	–	0.08%	111
2025 Q3	$390K	Hold	1,283	–	–	0.09%	116
2025 Q2	$375K	Sell	1,283 -42	-3%	-$12.9K	0.1%	101
2025 Q1	$414K	Hold	1,325	–	–	0.12%	98
2024 Q4	$384K	Buy	1,325 +42	+3%	+$12.5K	0.12%	102
2024 Q3	$391K	Buy	+1,283	New	+$354K	0.14%	77
2024 Q2	–	Sell	-721	Closed	-$203K	–	87
2024 Q1	$203K	Hold	721	–	–	0.1%	80
2023 Q4	$214K	Buy	+721	New	+$196K	0.13%	72
2023 Q3	–	Sell	-699	Closed	-$209K	–	69
2023 Q2	$209K	Sell	699 -210	-23%	-$61K	0.14%	62
2023 Q1	$254K	Hold	909	–	–	0.2%	50
2022 Q4	$240K	Sell	909 -7	-0.8%	-$1.85K	0.2%	53
2022 Q3	$211K	Sell	916 -30	-3%	-$7.67K	0.2%	57
2022 Q2	$234K	Hold	946	–	–	0.22%	55
2022 Q1	$234K	Hold	946	–	–	0.18%	62
2021 Q4	$254K	Hold	946	–	–	0.18%	71
2021 Q3	$230K	Buy	946 +7	+0.7%	+$1.67K	0.2%	58
2021 Q2	$217K	Buy	+939	New	+$219K	0.18%	68

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

Montis Financial's MCD Position: Q1 2026 in Review

Montis Financial reduced its McDonald's (MCD) stake by 36% in Q1 2026, selling an estimated $148K and leaving 817 shares worth $254K. The position accounts for 0.05% of the portfolio, ranked #135.

Montis Financial first reported a position in MCD in Q2 2021 and has held it in 18 quarters since. The position peaked at $414K in Q1 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Montis Financial held 817 shares of McDonald's worth $254K as of Q1 2026.
Montis Financial sold 466 McDonald's shares in Q1 2026, an estimated $148K.
McDonald's made up 0.05% of Montis Financial's portfolio in Q1 2026, its #135 holding.
Montis Financial first reported a position in McDonald's in Q2 2021 and has held it in 18 quarters since.
Montis Financial's McDonald's position peaked at $414K in Q1 2025.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.