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

OneAscent 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 		$1.24M Buy
4,003
+1,668
+71% +$531K 0.07% 176
2025
Q4 		$714K Buy
2,335
+288
+14% +$88.2K 0.07% 195
2025
Q3 		$622K Sell
2,047
-1,883
-48% -$573K 0.08% 197
2025
Q2 		$1.16M Sell
3,930
-3,498
-47% -$1.08M 0.08% 154
2025
Q1 		$2.33M Buy
7,428
+4,261
+135% +$1.27M 0.15% 98
2024
Q4 		$918K Buy
3,167
+431
+16% +$129K 0.08% 166
2024
Q3 		$833K Buy
+2,736
New +$754K 0.6% 40
2024
Q2 		– Sell
-2,991
Closed -$843K – 324
2024
Q1 		$843K Sell
2,991
-141
-5% -$41K 0.09% 141
2023
Q4 		$929K Buy
3,132
+1,300
+71% +$354K 0.12% 119
2023
Q3 		$483K Buy
+1,832
New +$522K 0.13% 122
2023
Q2 		– Sell
-1,400
Closed -$391K – 179
2023
Q1 		$391K Buy
1,400
+263
+23% +$70.5K 0.16% 83
2022
Q4 		$300K Buy
1,137
+143
+14% +$37.7K 0.13% 115
2022
Q3 		$229K Sell
994
-20
-2% -$5.11K 0.09% 165
2022
Q2 		$250K Buy
+1,014
New +$250K 0.11% 174
2020
Q3 		– Sell
-1,224
Closed -$226K – 198
2020
Q2 		$226K Buy
+1,224
New +$224K 0.15% 148

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
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

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

OneAscent Financial Services increased its McDonald's (MCD) stake by 71% in Q1 2026, buying an estimated $531K and bringing the position to 4,003 shares worth $1.24M. The position accounts for 0.07% of the portfolio, ranked #176.

OneAscent Financial Services first reported a position in MCD in Q2 2020 and has held it in 15 quarters since. The position peaked at $2.33M in Q1 2025. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • OneAscent Financial Services held 4,003 shares of McDonald's worth $1.24M as of Q1 2026.
  • OneAscent Financial Services bought 1,668 McDonald's shares in Q1 2026, an estimated $531K.
  • McDonald's made up 0.07% of OneAscent Financial Services's portfolio in Q1 2026, its #176 holding.
  • OneAscent Financial Services first reported a position in McDonald's in Q2 2020 and has held it in 15 quarters since.
  • OneAscent Financial Services's McDonald's position peaked at $2.33M in Q1 2025.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.