Plotkin Financial Advisors’s McDonald's MCD Stock Holding History

Plotkin Financial Advisors’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	$308K	Hold	992	–	–	0.15%	76
2025 Q4	$303K	Hold	992	–	–	0.15%	76
2025 Q3	$301K	Hold	992	–	–	0.15%	75
2025 Q2	$290K	Hold	992	–	–	0.16%	76
2025 Q1	$310K	Hold	992	–	–	0.19%	72
2024 Q4	$288K	Hold	992	–	–	0.17%	72
2024 Q3	$302K	Hold	992	–	–	0.18%	73
2024 Q2	$253K	Hold	992	–	–	0.16%	74
2024 Q1	$280K	Hold	992	–	–	0.19%	71
2023 Q4	$294K	Hold	992	–	–	0.22%	63
2023 Q3	$261K	Hold	992	–	–	0.23%	60
2023 Q2	$296K	Hold	992	–	–	0.25%	61
2023 Q1	$277K	Hold	992	–	–	0.26%	58
2022 Q4	$261K	Hold	992	–	–	0.27%	54
2022 Q3	$229K	Buy	992 +100	+11%	+$25.6K	0.23%	59
2022 Q2	$220K	Hold	892	–	–	0.21%	62
2022 Q1	$221K	Hold	892	–	–	0.15%	72
2021 Q4	$239K	Sell	892 -256	-22%	-$64.6K	0.15%	73
2021 Q3	$277K	Hold	1,148	–	–	0.16%	74
2021 Q2	$265K	Buy	1,148 +100	+10%	+$23.3K	0.15%	80
2021 Q1	$235K	Sell	1,048 -243	-19%	-$52K	0.14%	64
2020 Q4	$277K	Buy	1,291 +256	+25%	+$55.7K	0.18%	53
2020 Q3	$227K	Buy	+1,035	New	+$212K	0.25%	56
2020 Q1	–	Sell	-1,055	Closed	-$208K	–	65
2019 Q4	$208K	Buy	+1,055	New	+$209K	0.19%	62

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 $137B AUM 18.02% 1-Year Est. Return

Plotkin Financial Advisors's MCD Position: Q1 2026 in Review

Plotkin Financial Advisors held its McDonald's (MCD) position steady in Q1 2026 at 992 shares worth $308K. The position accounts for 0.15% of the portfolio, ranked #76.

Plotkin Financial Advisors first reported a position in MCD in Q4 2019 and has held it in 24 quarters since. The position peaked at $310K in Q1 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Plotkin Financial Advisors held 992 shares of McDonald's worth $308K as of Q1 2026.
Plotkin Financial Advisors left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.15% of Plotkin Financial Advisors's portfolio in Q1 2026, its #76 holding.
Plotkin Financial Advisors first reported a position in McDonald's in Q4 2019 and has held it in 24 quarters since.
Plotkin Financial Advisors's McDonald's position peaked at $310K in Q1 2025.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.