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

Rollins 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 		$768K Buy
2,470
+5
+0.2% +$1.59K 0.12% 77
2025
Q4 		$753K Sell
2,465
-171
-6% -$52.4K 0.11% 74
2025
Q3 		$801K Sell
2,636
-116
-4% -$35.3K 0.12% 69
2025
Q2 		$804K Buy
2,752
+39
+1% +$12K 0.13% 67
2025
Q1 		$847K Sell
2,713
-38
-1% -$11.4K 0.15% 64
2024
Q4 		$798K Buy
2,751
+5
+0.2% +$1.49K 0.12% 63
2024
Q3 		$836K Buy
2,746
+19
+0.7% +$5.24K 0.14% 60
2024
Q2 		$695K Sell
2,727
-370
-12% -$98.2K 0.12% 68
2024
Q1 		$873K Hold
3,097
– – 0.16% 59
2023
Q4 		$918K Buy
+3,097
New +$843K 0.19% 52

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

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

Rollins Financial Advisors increased its McDonald's (MCD) stake by 0.2% in Q1 2026, buying an estimated $1.59K and bringing the position to 2,470 shares worth $768K. The position accounts for 0.12% of the portfolio, ranked #77.

Rollins Financial Advisors first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. The position peaked at $918K in Q4 2023. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Rollins Financial Advisors held 2,470 shares of McDonald's worth $768K as of Q1 2026.
  • Rollins Financial Advisors bought 5 McDonald's shares in Q1 2026, an estimated $1.59K.
  • McDonald's made up 0.12% of Rollins Financial Advisors's portfolio in Q1 2026, its #77 holding.
  • Rollins Financial Advisors first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
  • Rollins Financial Advisors's McDonald's position peaked at $918K in Q4 2023.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.