MPS Loria Financial Planners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $673K | Buy |
2,167
+9
| +0.4% | +$2.87K | 0.18% | 33 |
|
|
2025
Q4 | $660K | Buy |
2,158
+9
| +0.4% | +$2.76K | 0.17% | 35 |
|
|
2025
Q3 | $653K | Sell |
2,149
-42
| -2% | -$12.8K | 0.17% | 33 |
|
|
2025
Q2 | $640K | Sell |
2,191
-3
| -0.1% | -$925 | 0.19% | 35 |
|
|
2025
Q1 | $685K | Buy |
2,194
+8
| +0.4% | +$2.39K | 0.2% | 32 |
|
|
2024
Q4 | $634K | Buy |
2,186
+10
| +0.5% | +$2.98K | 0.19% | 34 |
|
|
2024
Q3 | $663K | Buy |
2,176
+7
| +0.3% | +$1.93K | 0.2% | 32 |
|
|
2024
Q2 | $553K | Buy |
2,169
+8
| +0.4% | +$2.12K | 0.18% | 34 |
|
|
2024
Q1 | $609K | Buy |
2,161
+7
| +0.3% | +$2.04K | 0.2% | 34 |
|
|
2023
Q4 | $639K | Sell |
2,154
-4
| -0.2% | -$1.09K | 0.22% | 35 |
|
|
2023
Q3 | $569K | Buy |
2,158
+11
| +0.5% | +$3.14K | 0.22% | 35 |
|
|
2023
Q2 | $641K | Buy |
2,147
+6
| +0.3% | +$1.74K | 0.24% | 33 |
|
|
2023
Q1 | $599K | Buy |
2,141
+13
| +0.6% | +$3.48K | 0.24% | 34 |
|
|
2022
Q4 | $561K | Buy |
2,128
+112
| +6% | +$29.5K | 0.25% | 34 |
|
|
2022
Q3 | $465K | Buy |
2,016
+13
| +0.6% | +$3.32K | 0.18% | 38 |
|
|
2022
Q2 | $494K | Sell |
2,003
-93
| -4% | -$22.9K | 0.22% | 38 |
|
|
2022
Q1 | $518K | Sell |
2,096
-193
| -8% | -$48.1K | 0.22% | 41 |
|
|
2021
Q4 | $613K | Buy |
2,289
+6
| +0.3% | +$1.51K | 0.25% | 35 |
|
|
2021
Q3 | $550K | Buy |
2,283
+5
| +0.2% | +$1.19K | 0.25% | 34 |
|
|
2021
Q2 | $526K | Buy |
2,278
+7
| +0.3% | +$1.63K | 0.24% | 35 |
|
|
2021
Q1 | $509K | Sell |
2,271
-10
| -0.4% | -$2.14K | 0.24% | 36 |
|
|
2020
Q4 | $479K | Sell |
2,281
-37
| -2% | -$8.05K | 0.22% | 39 |
|
|
2020
Q3 | $509K | Buy |
2,318
+9
| +0.4% | +$1.85K | 0.26% | 31 |
|
|
2020
Q2 | $426K | Buy |
2,309
+111
| +5% | +$20.4K | 0.23% | 31 |
|
|
2020
Q1 | $363K | Buy |
2,198
+14
| +0.6% | +$2.76K | 0.28% | 34 |
|
|
2019
Q4 | $431K | Buy |
2,184
+111
| +5% | +$22K | 0.25% | 34 |
|
|
2019
Q3 | $445K | Buy |
2,073
+8
| +0.4% | +$1.72K | 0.29% | 31 |
|
|
2019
Q2 | $428K | Sell |
2,065
-109
| -5% | -$21.6K | 0.27% | 35 |
|
|
2019
Q1 | $413K | Buy |
2,174
+9
| +0.4% | +$1.63K | 0.27% | 35 |
|
|
2018
Q4 | $384K | Buy |
2,165
+10
| +0.5% | +$1.77K | 0.28% | 39 |
|
|
2018
Q3 | $360K | Buy |
2,155
+11
| +0.5% | +$1.76K | 0.23% | 43 |
|
|
2018
Q2 | $336K | Buy |
2,144
+10
| +0.5% | +$1.62K | 0.34% | 45 |
|
|
2018
Q1 | $334K | Sell |
2,134
-41
| -2% | -$6.75K | 0.24% | 48 |
|
|
2017
Q4 | $374K | Sell |
2,175
-375
| -15% | -$63K | 0.26% | 45 |
|
|
2017
Q3 | $400K | Buy |
2,550
+11
| +0.4% | +$1.72K | 0.29% | 41 |
|
|
2017
Q2 | $400K | Buy |
+2,539
| New | +$367K | 0.27% | 43 |
|
Other funds holding MCD
VCM
VPM
DAM
MPS Loria Financial Planners's MCD Position: Q1 2026 in Review
MPS Loria Financial Planners increased its McDonald's (MCD) stake by 0.42% in Q1 2026, buying an estimated $2.87K and bringing the position to 2,167 shares worth $673K. The position accounts for 0.18% of the portfolio, ranked #33.
MPS Loria Financial Planners first reported a position in MCD in Q2 2017 and has held it in 36 quarters since. The position peaked at $685K in Q1 2025. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- MPS Loria Financial Planners held 2,167 shares of McDonald's worth $673K as of Q1 2026.
- MPS Loria Financial Planners bought 9 McDonald's shares in Q1 2026, an estimated $2.87K.
- McDonald's made up 0.18% of MPS Loria Financial Planners's portfolio in Q1 2026, its #33 holding.
- MPS Loria Financial Planners first reported a position in McDonald's in Q2 2017 and has held it in 36 quarters since.
- MPS Loria Financial Planners's McDonald's position peaked at $685K in Q1 2025.
- 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.