STAR Financial Bank’s McDonald's MCD Stock Holding History

STAR Financial Bank’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	$485K	Sell	1,560 -201	-11%	-$64K	0.23%	59
2025 Q4	$538K	Sell	1,761 -243	-12%	-$74.4K	0.28%	58
2025 Q3	$609K	Buy	2,004 +5	+0.3%	+$1.52K	0.36%	54
2025 Q2	$584K	Sell	1,999 -97	-5%	-$29.9K	0.37%	58
2025 Q1	$655K	Sell	2,096 -295	-12%	-$88.2K	0.48%	52
2024 Q4	$693K	Sell	2,391 -146	-6%	-$43.5K	0.5%	45
2024 Q3	$773K	Sell	2,537 -335	-12%	-$92.3K	0.52%	48
2024 Q2	$732K	Sell	2,872 -566	-16%	-$150K	0.56%	50
2024 Q1	$969K	Sell	3,438 -71	-2%	-$20.6K	0.83%	31
2023 Q4	$1.04M	Buy	3,509 +62	+2%	+$16.9K	0.95%	28
2023 Q3	$908K	Sell	3,447 -320	-8%	-$91.3K	0.93%	30
2023 Q2	$1.12M	Buy	3,767 +40	+1%	+$11.6K	1.05%	25
2023 Q1	$1.04M	Sell	3,727 -81	-2%	-$21.7K	1.01%	29
2022 Q4	$1M	Buy	+3,808	New	+$1M	1%	31

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

STAR Financial Bank's MCD Position: Q1 2026 in Review

STAR Financial Bank reduced its McDonald's (MCD) stake by 11% in Q1 2026, selling an estimated $64K and leaving 1,560 shares worth $485K. The position accounts for 0.23% of the portfolio, ranked #59.

STAR Financial Bank first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.12M in Q2 2023. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

STAR Financial Bank held 1,560 shares of McDonald's worth $485K as of Q1 2026.
STAR Financial Bank sold 201 McDonald's shares in Q1 2026, an estimated $64K.
McDonald's made up 0.23% of STAR Financial Bank's portfolio in Q1 2026, its #59 holding.
STAR Financial Bank first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
STAR Financial Bank's McDonald's position peaked at $1.12M in Q2 2023.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.