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Park Square Financial Group’s McDonald's MCD Stock Holding History

Park Square 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 		$11.5K Sell
37
-19
-34% -$6.05K 0.09% 75
2025
Q4 		$16.2K Sell
56
-16
-22% -$4.9K 0.1% 105
2025
Q3 		$21.9K Sell
72
-2,632
-97% -$801K 0.09% 86
2025
Q2 		$790K Buy
2,704
+207
+8% +$63.8K 0.57% 30
2025
Q1 		$780K Buy
2,497
+1,152
+86% +$345K 0.62% 27
2024
Q4 		$390K Buy
+1,345
New +$401K 0.27% 49

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

Park Square Financial Group's MCD Position: Q1 2026 in Review

Park Square Financial Group reduced its McDonald's (MCD) stake by 34% in Q1 2026, selling an estimated $6.05K and leaving 37 shares worth $11.5K. The position accounts for 0.09% of the portfolio, ranked #75.

Park Square Financial Group first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. The position peaked at $790K in Q2 2025. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Park Square Financial Group held 37 shares of McDonald's worth $11.5K as of Q1 2026.
  • Park Square Financial Group sold 19 McDonald's shares in Q1 2026, an estimated $6.05K.
  • McDonald's made up 0.09% of Park Square Financial Group's portfolio in Q1 2026, its #75 holding.
  • Park Square Financial Group first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
  • Park Square Financial Group's McDonald's position peaked at $790K in Q2 2025.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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