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

PAX 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 		$294K Sell
946
-557
-37% -$177K 0.05% 167
2025
Q4 		$459K Sell
1,503
-1,175
-44% -$360K 0.08% 133
2025
Q3 		$814K Sell
2,678
-172
-6% -$52.4K 0.15% 98
2025
Q2 		$833K Sell
2,850
-306
-10% -$94.3K 0.16% 106
2025
Q1 		$986K Sell
3,156
-128
-4% -$38.3K 0.17% 102
2024
Q4 		$952K Buy
3,284
+2,008
+157% +$599K 0.17% 107
2024
Q3 		$389K Buy
1,276
+323
+34% +$89K 0.07% 189
2024
Q2 		$243K Buy
953
+54
+6% +$14.3K 0.05% 214
2024
Q1 		$254K Sell
899
-54
-6% -$15.7K 0.05% 205
2023
Q4 		$278K Buy
953
+157
+20% +$42.7K 0.06% 198
2023
Q3 		$210K Buy
796
+41
+5% +$11.7K 0.05% 203
2023
Q2 		$225K Buy
+755
New +$219K 0.05% 192

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

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

PAX Financial Group reduced its McDonald's (MCD) stake by 37% in Q1 2026, selling an estimated $177K and leaving 946 shares worth $294K. The position accounts for 0.05% of the portfolio, ranked #167.

PAX Financial Group first reported a position in MCD in Q2 2023 and has held it in 12 quarters since. The position peaked at $986K in Q1 2025. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • PAX Financial Group held 946 shares of McDonald's worth $294K as of Q1 2026.
  • PAX Financial Group sold 557 McDonald's shares in Q1 2026, an estimated $177K.
  • McDonald's made up 0.05% of PAX Financial Group's portfolio in Q1 2026, its #167 holding.
  • PAX Financial Group first reported a position in McDonald's in Q2 2023 and has held it in 12 quarters since.
  • PAX Financial Group's McDonald's position peaked at $986K in Q1 2025.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on PAX Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.