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

Mosaic 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	$1.27M	Sell	4,087 -12	-0.3%	-$3.82K	0.9%	28
2025 Q4	$1.25M	Hold	4,099	–	–	0.86%	29
2025 Q3	$1.25M	Hold	4,099	–	–	0.89%	29
2025 Q2	$1.2M	Sell	4,099 -17	-0.4%	-$5.24K	0.92%	28
2025 Q1	$1.29M	Hold	4,116	–	–	1.05%	23
2024 Q4	$1.19M	Hold	4,116	–	–	0.86%	30
2024 Q3	$1.25M	Sell	4,116 -288	-7%	-$79.4K	0.89%	30
2024 Q2	$1.12M	Sell	4,404 -132	-3%	-$35K	0.81%	34
2024 Q1	$1.28M	Buy	+4,536	New	+$1.32M	1.02%	27

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

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

Mosaic Financial Group reduced its McDonald's (MCD) stake by 0.29% in Q1 2026, selling an estimated $3.82K and leaving 4,087 shares worth $1.27M. The position accounts for 0.9% of the portfolio, ranked #28.

Mosaic Financial Group first reported a position in MCD in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.29M in Q1 2025. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Mosaic Financial Group held 4,087 shares of McDonald's worth $1.27M as of Q1 2026.
Mosaic Financial Group sold 12 McDonald's shares in Q1 2026, an estimated $3.82K.
McDonald's made up 0.9% of Mosaic Financial Group's portfolio in Q1 2026, its #28 holding.
Mosaic Financial Group first reported a position in McDonald's in Q1 2024 and has held it in 9 quarters since.
Mosaic Financial Group's McDonald's position peaked at $1.29M in Q1 2025.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.