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Sterling Financial Planning’s McDonald's MCD Stock Holding History

Sterling Financial Planning’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 		$278K Sell
895
-50
-5% -$15.9K 0.08% 99
2025
Q4 		$289K Sell
945
-19
-2% -$5.82K 0.09% 93
2025
Q3 		$293K Sell
964
-36
-4% -$11K 0.09% 93
2025
Q2 		$292K Buy
1,000
+50
+5% +$15.4K 0.1% 90
2025
Q1 		$297K Sell
950
-73
-7% -$21.8K 0.11% 85
2024
Q4 		$297K Sell
1,023
-928
-48% -$277K 0.11% 86
2024
Q3 		$594K Hold
1,951
– – 0.22% 65
2024
Q2 		$497K Hold
1,951
– – 0.2% 68
2024
Q1 		$550K Sell
1,951
-91
-4% -$26.5K 0.22% 64
2023
Q4 		$605K Buy
2,042
+91
+5% +$24.8K 0.26% 58
2023
Q3 		$514K Hold
1,951
– – 0.26% 58
2023
Q2 		$582K Hold
1,951
– – 0.29% 56
2023
Q1 		$545K Hold
1,951
– – 0.3% 57
2022
Q4 		$514K Buy
1,951
+73
+4% +$19.3K 0.31% 59
2022
Q3 		$433K Hold
1,878
– – 0.3% 59
2022
Q2 		$464K Sell
1,878
-94
-5% -$23.1K 0.33% 54
2022
Q1 		$488K Sell
1,972
-133
-6% -$33.1K 0.31% 54
2021
Q4 		$564K Sell
2,105
-160
-7% -$40.4K 0.35% 51
2021
Q3 		$546K Sell
2,265
-94
-4% -$22.4K 0.35% 47
2021
Q2 		$545K Buy
2,359
+65
+3% +$15.1K 0.35% 43
2021
Q1 		$514K Sell
2,294
-386
-14% -$82.6K 0.37% 45
2020
Q4 		$575K Buy
+2,680
New +$583K 0.46% 38

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

Sterling Financial Planning's MCD Position: Q1 2026 in Review

Sterling Financial Planning reduced its McDonald's (MCD) stake by 5.3% in Q1 2026, selling an estimated $15.9K and leaving 895 shares worth $278K. The position accounts for 0.08% of the portfolio, ranked #99.

Sterling Financial Planning first reported a position in MCD in Q4 2020 and has held it in 22 quarters since. The position peaked at $605K in Q4 2023. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Sterling Financial Planning held 895 shares of McDonald's worth $278K as of Q1 2026.
  • Sterling Financial Planning sold 50 McDonald's shares in Q1 2026, an estimated $15.9K.
  • McDonald's made up 0.08% of Sterling Financial Planning's portfolio in Q1 2026, its #99 holding.
  • Sterling Financial Planning first reported a position in McDonald's in Q4 2020 and has held it in 22 quarters since.
  • Sterling Financial Planning's McDonald's position peaked at $605K in Q4 2023.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.