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Wayfinding Financial’s McDonald's MCD Stock Holding History

Wayfinding Financial’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 		$712K Buy
2,291
+52
+2% +$16.6K 0.31% 58
2025
Q4 		$684K Sell
2,239
-306
-12% -$93.7K 0.29% 62
2025
Q3 		$773K Sell
2,545
-22
-0.9% -$6.7K 0.33% 55
2025
Q2 		$781K Sell
2,567
-146
-5% -$45K 0.35% 56
2025
Q1 		$847K Sell
2,713
-12
-0.4% -$3.59K 0.37% 49
2024
Q4 		$790K Buy
+2,725
New +$813K 0.42% 51
2024
Q3 		– Sell
-2,959
Closed -$754K – 87
2024
Q2 		$754K Sell
2,959
-601
-17% -$159K 0.42% 46
2024
Q1 		$955K Sell
3,560
-228
-6% -$66.3K 0.56% 39
2023
Q4 		$1.12M Sell
3,788
-284
-7% -$77.3K 0.76% 29
2023
Q3 		$1.05M Sell
4,072
-11
-0.3% -$3.14K 0.79% 26
2023
Q2 		$1.2M Sell
4,083
-44
-1% -$12.8K 0.83% 24
2023
Q1 		$1.15M Buy
4,127
+766
+23% +$205K 0.88% 20
2022
Q4 		$836K Sell
3,361
-302
-8% -$79.7K 0.67% 29
2022
Q3 		$845K Buy
3,663
+133
+4% +$34K 0.79% 21
2022
Q2 		$871K Buy
3,530
+7
+0.2% +$1.72K 0.77% 23
2022
Q1 		$883K Buy
3,523
+162
+5% +$40.4K 0.74% 24
2021
Q4 		$836K Buy
+3,361
New +$849K 0.67% 29

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

Wayfinding Financial's MCD Position: Q1 2026 in Review

Wayfinding Financial increased its McDonald's (MCD) stake by 2.3% in Q1 2026, buying an estimated $16.6K and bringing the position to 2,291 shares worth $712K. The position accounts for 0.31% of the portfolio, ranked #58.

Wayfinding Financial first reported a position in MCD in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.2M in Q2 2023. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Wayfinding Financial held 2,291 shares of McDonald's worth $712K as of Q1 2026.
  • Wayfinding Financial bought 52 McDonald's shares in Q1 2026, an estimated $16.6K.
  • McDonald's made up 0.31% of Wayfinding Financial's portfolio in Q1 2026, its #58 holding.
  • Wayfinding Financial first reported a position in McDonald's in Q4 2021 and has held it in 17 quarters since.
  • Wayfinding Financial's McDonald's position peaked at $1.2M in Q2 2023.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.