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

Seneca 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	$222K	Hold	715	–	–	0.07%	58
2025 Q4	$219K	Hold	715	–	–	0.07%	61
2025 Q3	$217K	Hold	715	–	–	0.07%	59
2025 Q2	$209K	Sell	715 -72	-9%	-$22.2K	0.08%	55
2025 Q1	$246K	Buy	787 +72	+10%	+$21.5K	0.12%	46
2024 Q4	$207K	Hold	715	–	–	0.1%	51
2024 Q3	$218K	Buy	+715	New	+$197K	0.11%	49
2024 Q2	–	Sell	-745	Closed	-$210K	–	61
2024 Q1	$210K	Buy	745 +1	+0.1%	+$291	0.11%	53
2023 Q4	$221K	Buy	+744	New	+$202K	0.13%	52
2023 Q3	–	Sell	-744	Closed	-$222K	–	52
2023 Q2	$222K	Sell	744 -100	-12%	-$29.1K	0.15%	49
2023 Q1	$236K	Buy	+844	New	+$226K	0.15%	51

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

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

Seneca Financial Advisors held its McDonald's (MCD) position steady in Q1 2026 at 715 shares worth $222K. The position accounts for 0.07% of the portfolio, ranked #58.

Seneca Financial Advisors first reported a position in MCD in Q1 2023 and has held it in 11 quarters since. The position peaked at $246K in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Seneca Financial Advisors held 715 shares of McDonald's worth $222K as of Q1 2026.
Seneca Financial Advisors left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.07% of Seneca Financial Advisors's portfolio in Q1 2026, its #58 holding.
Seneca Financial Advisors first reported a position in McDonald's in Q1 2023 and has held it in 11 quarters since.
Seneca Financial Advisors's McDonald's position peaked at $246K in Q1 2025.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Seneca Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.