Providence First Trust’s McDonald's MCD Stock Holding History

Providence First Trust’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	$523K	Buy	1,683 +374	+29%	+$119K	0.18%	121
2025 Q4	$400K	Buy	+1,309	New	+$401K	0.14%	122
2020 Q3	–	Sell	-2,882	Closed	-$532K	–	90
2020 Q2	$532K	Hold	2,882	–	–	0.42%	55
2020 Q1	$477K	Hold	2,882	–	–	0.46%	52
2019 Q4	$570K	Sell	2,882 -5,056	-64%	-$1M	0.33%	64
2019 Q3	$1.7M	Buy	+7,938	New	+$1.7M	1.08%	41
2017 Q3	–	Sell	-15,803	Closed	-$2.42M	–	82
2017 Q2	$2.42M	Buy	+15,803	New	+$2.28M	2.38%	9

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

Providence First Trust's MCD Position: Q1 2026 in Review

Providence First Trust increased its McDonald's (MCD) stake by 29% in Q1 2026, buying an estimated $119K and bringing the position to 1,683 shares worth $523K. The position accounts for 0.18% of the portfolio, ranked #121.

Providence First Trust first reported a position in MCD in Q2 2017 and has held it in 7 quarters since. The position peaked at $2.42M in Q2 2017. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Providence First Trust held 1,683 shares of McDonald's worth $523K as of Q1 2026.
Providence First Trust bought 374 McDonald's shares in Q1 2026, an estimated $119K.
McDonald's made up 0.18% of Providence First Trust's portfolio in Q1 2026, its #121 holding.
Providence First Trust first reported a position in McDonald's in Q2 2017 and has held it in 7 quarters since.
Providence First Trust's McDonald's position peaked at $2.42M in Q2 2017.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Providence First Trust's 13F filing for Q1 2026, filed 5 May 2026.