Safe Harbor Fiduciary’s McDonald's MCD Stock Holding History

Safe Harbor Fiduciary’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	-5	Closed	-$1.53K	–	130
2025 Q4	$1.53K	Buy	+5	New	+$1.53K	﹤0.01%	195
2025 Q2	$1.46K	Hold	5	–	–	﹤0.01%	201
2025 Q1	$1.56K	Hold	5	–	–	﹤0.01%	191
2024 Q4	$1.45K	Hold	5	–	–	﹤0.01%	162
2024 Q3	$1.52K	Buy	+5	New	+$1.38K	﹤0.01%	175

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

Safe Harbor Fiduciary's MCD Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of McDonald's (MCD) in Q1 2026, closing a stake of 5 shares — an estimated $1.53K sold.

Safe Harbor Fiduciary first reported a position in MCD in Q3 2024 and held it in 5 quarters. The position peaked at $1.56K in Q1 2025. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Safe Harbor Fiduciary reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
Safe Harbor Fiduciary sold 5 McDonald's shares in Q1 2026, an estimated $1.53K.
Safe Harbor Fiduciary first reported a position in McDonald's in Q3 2024 and held it in 5 quarters.
Safe Harbor Fiduciary's McDonald's position peaked at $1.56K in Q1 2025.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.