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

Oxford 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 		$25.1M Buy
80,813
+223
+0.3% +$71K 1.35% 15
2025
Q4 		$24.6M Buy
80,590
+311
+0.4% +$95.3K 1.35% 15
2025
Q3 		$24.4M Buy
80,279
+516
+0.6% +$157K 1.38% 15
2025
Q2 		$23.3M Buy
79,763
+289
+0.4% +$89.1K 1.38% 15
2025
Q1 		$24.8M Buy
79,474
+255
+0.3% +$76.3K 1.74% 14
2024
Q4 		$23M Buy
79,219
+200
+0.3% +$59.6K 1.49% 14
2024
Q3 		$24.1M Sell
79,019
-644
-0.8% -$178K 1.53% 16
2024
Q2 		$20.3M Sell
79,663
-85
-0.1% -$22.6K 1.34% 16
2024
Q1 		$22.5M Buy
79,748
+129
+0.2% +$37.5K 1.56% 15
2023
Q4 		$23.6M Buy
79,619
+664
+0.8% +$181K 1.73% 14
2023
Q3 		$20.8M Sell
78,955
-241
-0.3% -$68.7K 1.8% 13
2023
Q2 		$23.6M Buy
79,196
+555
+0.7% +$161K 2.25% 11
2023
Q1 		$22M Buy
78,641
+1,298
+2% +$348K 2.47% 11
2022
Q4 		$20.4M Buy
77,343
+1,047
+1% +$276K 2.37% 11
2022
Q3 		$17.6M Buy
76,296
+52,240
+217% +$13.4M 2.65% 10
2022
Q2 		$5.94M Buy
24,056
+19,473
+425% +$4.8M 0.88% 19
2022
Q1 		$1.13M Buy
4,583
+1,886
+70% +$470K 0.14% 68
2021
Q4 		$723K Sell
2,697
-278
-9% -$70.2K 0.08% 97
2021
Q3 		$717K Buy
2,975
+242
+9% +$57.8K 0.09% 91
2021
Q2 		$631K Sell
2,733
-58
-2% -$13.5K 0.08% 95
2021
Q1 		$626K Buy
2,791
+83
+3% +$17.8K 0.09% 93
2020
Q4 		$581K Buy
2,708
+27
+1% +$5.87K 0.08% 93
2020
Q3 		$588K Sell
2,681
-751
-22% -$154K 0.09% 87
2020
Q2 		$633K Buy
3,432
+156
+5% +$28.6K 0.11% 82
2020
Q1 		$542K Buy
+3,276
New +$645K 0.11% 80

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

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

Oxford Financial Group increased its McDonald's (MCD) stake by 0.28% in Q1 2026, buying an estimated $71K and bringing the position to 80,813 shares worth $25.1M. The position accounts for 1.35% of the portfolio, ranked #15.

Oxford Financial Group first reported a position in MCD in Q1 2020 and has held it in 25 quarters since. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Oxford Financial Group held 80,813 shares of McDonald's worth $25.1M as of Q1 2026.
  • Oxford Financial Group bought 223 McDonald's shares in Q1 2026, an estimated $71K.
  • McDonald's made up 1.35% of Oxford Financial Group's portfolio in Q1 2026, its #15 holding.
  • Oxford Financial Group first reported a position in McDonald's in Q1 2020 and has held it in 25 quarters since.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.