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Root Financial Partners’s McDonald's MCD Stock Holding History

Root Financial Partners’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 		$477K Buy
1,535
+599
+64% +$191K 0.02% 167
2025
Q4 		$286K Sell
936
-522
-36% -$160K 0.01% 235
2025
Q3 		$443K Sell
1,458
-52
-3% -$15.8K 0.03% 162
2025
Q2 		$441K Buy
1,510
+709
+89% +$219K 0.04% 141
2025
Q1 		$249K Buy
801
+11
+1% +$3.29K 0.03% 178
2024
Q4 		$229K Buy
+790
New +$236K 0.03% 186

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

Root Financial Partners's MCD Position: Q1 2026 in Review

Root Financial Partners increased its McDonald's (MCD) stake by 64% in Q1 2026, buying an estimated $191K and bringing the position to 1,535 shares worth $477K. The position accounts for 0.02% of the portfolio, ranked #167.

Root Financial Partners first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Root Financial Partners held 1,535 shares of McDonald's worth $477K as of Q1 2026.
  • Root Financial Partners bought 599 McDonald's shares in Q1 2026, an estimated $191K.
  • McDonald's made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #167 holding.
  • Root Financial Partners first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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