Stiles Financial Services’s McDonald's MCD Stock Holding History

Stiles Financial Services’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	$1.2M	Sell	3,876 -195	-5%	-$62.1K	0.37%	75
2025 Q4	$1.24M	Sell	4,071 -57	-1%	-$17.5K	0.38%	75
2025 Q3	$1.25M	Sell	4,128 -223	-5%	-$67.9K	0.4%	77
2025 Q2	$1.27M	Buy	4,351 +90	+2%	+$27.7K	0.44%	69
2025 Q1	$1.33M	Sell	4,261 -38	-0.9%	-$11.4K	0.51%	65
2024 Q4	$1.25M	Buy	4,299 +9	+0.2%	+$2.68K	0.45%	68
2024 Q3	$1.31M	Buy	4,290 +121	+3%	+$33.4K	0.46%	69
2024 Q2	$1.06M	Sell	4,169 -144	-3%	-$38.2K	0.41%	73
2024 Q1	$1.21M	Sell	4,313 -39	-0.9%	-$11.3K	0.49%	69
2023 Q4	$1.29M	Buy	4,352 +90	+2%	+$24.5K	0.59%	57
2023 Q3	$1.12M	Buy	4,262 +11	+0.3%	+$3.14K	0.58%	56
2023 Q2	$1.27M	Sell	4,251 -191	-4%	-$55.5K	0.63%	55
2023 Q1	$1.24M	Buy	4,442 +13	+0.3%	+$3.48K	0.67%	48
2022 Q4	$1.17M	Sell	4,429 -134	-3%	-$35.4K	0.67%	48
2022 Q3	$1.05M	Buy	4,563 +5	+0.1%	+$1.28K	0.64%	47
2022 Q2	$1.13M	Sell	4,558 -34	-0.7%	-$8.37K	0.68%	47
2022 Q1	$1.14M	Buy	4,592 +288	+7%	+$71.7K	0.57%	54
2021 Q4	$1.15M	Buy	+4,304	New	+$1.09M	0.56%	54

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

Stiles Financial Services's MCD Position: Q1 2026 in Review

Stiles Financial Services reduced its McDonald's (MCD) stake by 4.8% in Q1 2026, selling an estimated $62.1K and leaving 3,876 shares worth $1.2M. The position accounts for 0.37% of the portfolio, ranked #75.

Stiles Financial Services first reported a position in MCD in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.33M in Q1 2025. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Stiles Financial Services held 3,876 shares of McDonald's worth $1.2M as of Q1 2026.
Stiles Financial Services sold 195 McDonald's shares in Q1 2026, an estimated $62.1K.
McDonald's made up 0.37% of Stiles Financial Services's portfolio in Q1 2026, its #75 holding.
Stiles Financial Services first reported a position in McDonald's in Q4 2021 and has held it in 18 quarters since.
Stiles Financial Services's McDonald's position peaked at $1.33M in Q1 2025.
3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.