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South Plains Financial’s McDonald's MCD Stock Holding History

South Plains Financial’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 		$809K Buy
2,602
+173
+7% +$55.1K 0.47% 61
2025
Q4 		$742K Buy
2,429
+22
+0.9% +$6.74K 0.44% 64
2025
Q3 		$731K Buy
2,407
+390
+19% +$119K 0.46% 62
2025
Q2 		$589K Buy
2,017
+228
+13% +$70.3K 0.41% 73
2025
Q1 		$559K Buy
1,789
+257
+17% +$76.9K 0.44% 65
2024
Q4 		$444K Buy
+1,532
New +$457K 0.34% 76

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

South Plains Financial's MCD Position: Q1 2026 in Review

South Plains Financial increased its McDonald's (MCD) stake by 7.1% in Q1 2026, buying an estimated $55.1K and bringing the position to 2,602 shares worth $809K. The position accounts for 0.47% of the portfolio, ranked #61.

South Plains Financial 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.

  • South Plains Financial held 2,602 shares of McDonald's worth $809K as of Q1 2026.
  • South Plains Financial bought 173 McDonald's shares in Q1 2026, an estimated $55.1K.
  • McDonald's made up 0.47% of South Plains Financial's portfolio in Q1 2026, its #61 holding.
  • South Plains Financial 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 South Plains Financial's 13F filing for Q1 2026, filed 13 May 2026.