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USA Financial Formulas’s McDonald's MCD Stock Holding History

USA Financial Formulas’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 		$11.8K Sell
38
-606
-94% -$193K ﹤0.01% 294
2025
Q4 		$197K Sell
644
-168
-21% -$51.5K 0.04% 132
2025
Q3 		$247K Buy
+812
New +$247K 0.04% 127
2024
Q2 		– Sell
-829
Closed -$234K – 356
2024
Q1 		$234K Sell
829
-643
-44% -$187K 0.04% 177
2023
Q4 		$436K Buy
1,472
+1,466
+24,433% +$399K 0.08% 93
2023
Q3 		$1.58K Hold
6
– – ﹤0.01% 356
2023
Q2 		$1.79K Hold
6
– – ﹤0.01% 311
2023
Q1 		$1.68K Buy
+6
New +$1.61K ﹤0.01% 240
2022
Q2 		– Sell
-18
Closed -$4K – 396
2022
Q1 		$4K Hold
18
– – ﹤0.01% 191
2021
Q4 		$5K Sell
18
-53
-75% -$13.4K ﹤0.01% 220
2021
Q3 		$17K Buy
71
+65
+1,083% +$15.5K 0.02% 227
2021
Q2 		$1K Sell
6
-1
-14% -$233 ﹤0.01% 355
2021
Q1 		$2K Hold
7
– – ﹤0.01% 269
2020
Q4 		$2K Sell
7
-12
-63% -$2.61K ﹤0.01% 235
2020
Q3 		$4K Hold
19
– – ﹤0.01% 185
2020
Q2 		$4K Buy
+19
New +$3.48K ﹤0.01% 103
2018
Q1 		– Sell
-35,227
Closed -$6.06M – 364
2017
Q4 		$6.06M Sell
35,227
-13,797
-28% -$2.32M 1.44% 14
2017
Q3 		$7.68M Buy
49,024
+5,383
+12% +$844K 1.83% 5
2017
Q2 		$6.68M Buy
+43,641
New +$6.31M 1.61% 10
2016
Q3 		– Sell
-113,872
Closed -$13.7M – 274
2016
Q2 		$13.7M Sell
113,872
-26,682
-19% -$3.34M 3.76% 5
2016
Q1 		$17.7M Buy
140,554
+2,159
+2% +$258K 5.62% 3
2015
Q4 		$16.4M Buy
+138,395
New +$15.5M 6.61% 2

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 $147M AUM 25.76% 1-Year Est. Return

USA Financial Formulas's MCD Position: Q1 2026 in Review

USA Financial Formulas reduced its McDonald's (MCD) stake by 94% in Q1 2026, selling an estimated $193K and leaving 38 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

USA Financial Formulas first reported a position in MCD in Q4 2015 and has held it in 22 quarters since. The position peaked at $17.7M in Q1 2016. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • USA Financial Formulas held 38 shares of McDonald's worth $11.8K as of Q1 2026.
  • USA Financial Formulas sold 606 McDonald's shares in Q1 2026, an estimated $193K.
  • McDonald's made up ﹤0.01% of USA Financial Formulas's portfolio in Q1 2026, its #294 holding.
  • USA Financial Formulas first reported a position in McDonald's in Q4 2015 and has held it in 22 quarters since.
  • USA Financial Formulas's McDonald's position peaked at $17.7M in Q1 2016.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.