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

Resurgent 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 		$386K Sell
1,242
-23
-2% -$7.33K 0.14% 176
2025
Q4 		$387K Sell
1,265
-4
-0.3% -$1.23K 0.19% 147
2025
Q3 		$386K Buy
1,269
+4
+0.3% +$1.22K 0.19% 148
2025
Q2 		$369K Buy
1,265
+16
+1% +$4.93K 0.2% 131
2025
Q1 		$390K Sell
1,249
-8
-0.6% -$2.39K 0.23% 119
2024
Q4 		$364K Buy
1,257
+4
+0.3% +$1.19K 0.21% 128
2024
Q3 		$382K Sell
1,253
-49
-4% -$13.5K 0.22% 131
2024
Q2 		$332K Sell
1,302
-18
-1% -$4.78K 0.21% 134
2024
Q1 		$372K Buy
1,320
+16
+1% +$4.65K 0.2% 131
2023
Q4 		$387K Buy
1,304
+68
+6% +$18.5K 0.24% 112
2023
Q3 		$326K Buy
1,236
+107
+9% +$30.5K 0.22% 102
2023
Q2 		$337K Buy
1,129
+6
+0.5% +$1.74K 0.22% 101
2023
Q1 		$314K Sell
1,123
-1,121
-50% -$300K 0.21% 103
2022
Q4 		$591K Buy
2,244
+230
+11% +$60.7K 0.31% 79
2022
Q3 		$465K Buy
2,014
+3
+0.1% +$767 0.31% 93
2022
Q2 		$496K Buy
+2,011
New +$495K 0.32% 93

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

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

Resurgent Financial Advisors reduced its McDonald's (MCD) stake by 1.8% in Q1 2026, selling an estimated $7.33K and leaving 1,242 shares worth $386K. The position accounts for 0.14% of the portfolio, ranked #176.

Resurgent Financial Advisors first reported a position in MCD in Q2 2022 and has held it in 16 quarters since. The position peaked at $591K in Q4 2022. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Resurgent Financial Advisors held 1,242 shares of McDonald's worth $386K as of Q1 2026.
  • Resurgent Financial Advisors sold 23 McDonald's shares in Q1 2026, an estimated $7.33K.
  • McDonald's made up 0.14% of Resurgent Financial Advisors's portfolio in Q1 2026, its #176 holding.
  • Resurgent Financial Advisors first reported a position in McDonald's in Q2 2022 and has held it in 16 quarters since.
  • Resurgent Financial Advisors's McDonald's position peaked at $591K in Q4 2022.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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