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

Targeted 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	–	Sell	-877	Closed	-$271K	–	55
2025 Q4	$271K	Buy	+877	New	+$269K	0.23%	47

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

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

Targeted Financial Services sold out of McDonald's (MCD) in Q1 2026, closing a stake of 877 shares — an estimated $271K sold.

Targeted Financial Services first reported a position in MCD in Q4 2025 and held it in 1 quarter. The position peaked at $271K in Q4 2025. 3,588 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Targeted Financial Services reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
Targeted Financial Services sold 877 McDonald's shares in Q1 2026, an estimated $271K.
Targeted Financial Services first reported a position in McDonald's in Q4 2025 and held it in 1 quarter.
Targeted Financial Services's McDonald's position peaked at $271K in Q4 2025.
3,588 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Targeted Financial Services's 13F filing for Q1 2026, filed 15 Apr 2026.