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

RFP 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 		– Sell
-750
Closed -$229K – 78
2025
Q4 		$229K Buy
+750
New +$230K 0.11% 67
2024
Q3 		– Sell
-628
Closed -$160K – 507
2024
Q2 		$160K Buy
628
+6
+1% +$1.59K 0.06% 122
2024
Q1 		$175K Sell
622
-210
-25% -$61.1K 0.07% 98
2023
Q4 		$247K Hold
832
– – 0.1% 88
2023
Q3 		$219K Hold
832
– – 0.1% 88
2023
Q2 		$248K Buy
832
+602
+262% +$175K 0.1% 91
2023
Q1 		$64.3K Sell
230
-602
-72% -$161K 0.07% 98
2022
Q4 		$219K Buy
+832
New +$219K 0.1% 88

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

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

RFP Financial Group sold out of McDonald's (MCD) in Q1 2026, closing a stake of 750 shares — an estimated $229K sold.

RFP Financial Group first reported a position in MCD in Q4 2022 and held it in 8 quarters. The position peaked at $248K in Q2 2023. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • RFP Financial Group reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
  • RFP Financial Group sold 750 McDonald's shares in Q1 2026, an estimated $229K.
  • RFP Financial Group first reported a position in McDonald's in Q4 2022 and held it in 8 quarters.
  • RFP Financial Group's McDonald's position peaked at $248K in Q2 2023.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on RFP Financial Group's 13F filing for Q1 2026, filed 13 May 2026.