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

Prospect 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	$241K	Sell	775 -46	-6%	-$14.7K	0.15%	88
2025 Q4	$251K	Sell	821 -112	-12%	-$34.3K	0.14%	86
2025 Q3	$284K	Buy	933 +24	+3%	+$7.3K	0.16%	79
2025 Q2	$266K	Sell	909 -360	-28%	-$111K	0.17%	80
2025 Q1	$397K	Buy	1,269 +2	+0.2%	+$598	0.22%	69
2024 Q4	$367K	Hold	1,267	–	–	0.2%	75
2024 Q3	$386K	Buy	1,267 +12	+1%	+$3.31K	0.24%	66
2024 Q2	$320K	Buy	1,255 +2	+0.2%	+$531	0.25%	59
2024 Q1	$353K	Buy	1,253 +113	+10%	+$32.9K	0.29%	54
2023 Q4	$338K	Buy	+1,140	New	+$310K	0.34%	51

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

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

Prospect Financial Services reduced its McDonald's (MCD) stake by 5.6% in Q1 2026, selling an estimated $14.7K and leaving 775 shares worth $241K. The position accounts for 0.15% of the portfolio, ranked #88.

Prospect Financial Services first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. The position peaked at $397K in Q1 2025. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Prospect Financial Services held 775 shares of McDonald's worth $241K as of Q1 2026.
Prospect Financial Services sold 46 McDonald's shares in Q1 2026, an estimated $14.7K.
McDonald's made up 0.15% of Prospect Financial Services's portfolio in Q1 2026, its #88 holding.
Prospect Financial Services first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
Prospect Financial Services's McDonald's position peaked at $397K in Q1 2025.
3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Prospect Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.