OMC Financial Services’s McDonald's MCD Stock Holding History

OMC Financial Services’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	$5.95M	Buy	19,158 +48	+0.3%	+$15.3K	2.31%	11
2025 Q4	$5.84M	Sell	19,110 -322	-2%	-$98.6K	2.18%	11
2025 Q3	$5.91M	Sell	19,432 -2	-0%	-$609	2.19%	11
2025 Q2	$5.68M	Sell	19,434 -277	-1%	-$85.4K	2.32%	11
2025 Q1	$6.16M	Sell	19,711 -24	-0.1%	-$7.18K	2.76%	8
2024 Q4	$5.72M	Buy	19,735 +1,827	+10%	+$545K	2.43%	11
2024 Q3	$4.56M	Hold	17,908	–	–	2.16%	12
2024 Q2	$4.56M	Buy	17,908 +261	+1%	+$69.2K	2.15%	12
2024 Q1	$4.97M	Buy	+17,647	New	+$5.13M	2.53%	9

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 $147M AUM 25.76% 1-Year Est. Return

OMC Financial Services's MCD Position: Q1 2026 in Review

OMC Financial Services increased its McDonald's (MCD) stake by 0.25% in Q1 2026, buying an estimated $15.3K and bringing the position to 19,158 shares worth $5.95M. The position accounts for 2.31% of the portfolio, ranked #11.

OMC Financial Services first reported a position in MCD in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.16M in Q1 2025. 3,568 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

OMC Financial Services held 19,158 shares of McDonald's worth $5.95M as of Q1 2026.
OMC Financial Services bought 48 McDonald's shares in Q1 2026, an estimated $15.3K.
McDonald's made up 2.31% of OMC Financial Services's portfolio in Q1 2026, its #11 holding.
OMC Financial Services first reported a position in McDonald's in Q1 2024 and has held it in 9 quarters since.
OMC Financial Services's McDonald's position peaked at $6.16M in Q1 2025.
3,568 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on OMC Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.