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

Sandbox 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 		$491K Sell
1,578
-55
-3% -$17.5K 0.14% 74
2025
Q4 		$499K Buy
1,633
+1
+0.1% +$306 0.14% 70
2025
Q3 		$496K Sell
1,632
-50
-3% -$15.2K 0.14% 71
2025
Q2 		$491K Buy
1,682
+1
+0.1% +$308 0.16% 69
2025
Q1 		$525K Buy
1,681
+21
+1% +$6.28K 0.19% 61
2024
Q4 		$481K Sell
1,660
-271
-14% -$80.8K 0.16% 67
2024
Q3 		$588K Sell
1,931
-138
-7% -$38K 0.21% 57
2024
Q2 		$527K Sell
2,069
-64
-3% -$17K 0.2% 60
2024
Q1 		$601K Buy
2,133
+144
+7% +$41.9K 0.25% 52
2023
Q4 		$590K Sell
1,989
-120
-6% -$32.7K 0.28% 49
2023
Q3 		$556K Sell
2,109
-108
-5% -$30.8K 0.29% 46
2023
Q2 		$662K Buy
2,217
+346
+18% +$101K 0.35% 42
2023
Q1 		$523K Buy
1,871
+106
+6% +$28.4K 0.32% 44
2022
Q4 		$465K Buy
1,765
+9
+0.5% +$2.37K 0.32% 44
2022
Q3 		$405K Buy
1,756
+47
+3% +$12K 0.3% 46
2022
Q2 		$422K Sell
1,709
-74
-4% -$18.2K 0.3% 49
2022
Q1 		$441K Sell
1,783
-23
-1% -$5.73K 0.25% 43
2021
Q4 		$484K Buy
1,806
+116
+7% +$29.3K 0.3% 40
2021
Q3 		$408K Buy
1,690
+6
+0.4% +$1.43K 0.29% 47
2021
Q2 		$389K Buy
1,684
+35
+2% +$8.14K 0.29% 45
2021
Q1 		$382K Buy
1,649
+14
+0.9% +$2.99K 0.31% 43
2020
Q4 		$351K Buy
+1,635
New +$356K 0.32% 42

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Sandbox Financial Partners reduced its McDonald's (MCD) stake by 3.4% in Q1 2026, selling an estimated $17.5K and leaving 1,578 shares worth $491K. The position accounts for 0.14% of the portfolio, ranked #74.

Sandbox Financial Partners first reported a position in MCD in Q4 2020 and has held it in 22 quarters since. The position peaked at $662K in Q2 2023. 3,588 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Sandbox Financial Partners held 1,578 shares of McDonald's worth $491K as of Q1 2026.
  • Sandbox Financial Partners sold 55 McDonald's shares in Q1 2026, an estimated $17.5K.
  • McDonald's made up 0.14% of Sandbox Financial Partners's portfolio in Q1 2026, its #74 holding.
  • Sandbox Financial Partners first reported a position in McDonald's in Q4 2020 and has held it in 22 quarters since.
  • Sandbox Financial Partners's McDonald's position peaked at $662K in Q2 2023.
  • 3,588 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.