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

Widmann 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 		$3.08M Buy
9,924
+35
+0.4% +$11.2K 1.83% 14
2025
Q4 		$3.02M Sell
9,889
-67
-0.7% -$20.5K 1.85% 13
2025
Q3 		$3.03M Sell
9,956
-114
-1% -$34.7K 1.9% 12
2025
Q2 		$2.94M Buy
10,070
+166
+2% +$51.2K 2.05% 12
2025
Q1 		$3.09M Sell
9,904
-1
-0% -$299 2.4% 11
2024
Q4 		$2.87M Buy
9,905
+174
+2% +$51.9K 2.22% 13
2024
Q3 		$2.96M Sell
9,731
-223
-2% -$61.5K 2.24% 12
2024
Q2 		$2.54M Sell
9,954
-79
-0.8% -$21K 2.06% 11
2024
Q1 		$2.83M Buy
10,033
+582
+6% +$169K 2.38% 10
2023
Q4 		$2.8M Sell
9,451
-45
-0.5% -$12.2K 2.52% 10
2023
Q3 		$2.5M Sell
9,496
-29
-0.3% -$8.27K 2.49% 10
2023
Q2 		$2.84M Buy
9,525
+35
+0.4% +$10.2K 2.72% 9
2023
Q1 		$2.65M Sell
9,490
-100
-1% -$26.8K 2.67% 10
2022
Q4 		$2.53M Sell
9,590
-1,950
-17% -$514K 2.65% 11
2022
Q3 		$2.66M Sell
11,540
-28
-0.2% -$7.16K 2.95% 7
2022
Q2 		$2.86M Hold
11,568
– – 2.96% 7
2022
Q1 		$2.86M Buy
11,568
+394
+4% +$98.1K 2.53% 9
2021
Q4 		$3M Buy
+11,174
New +$2.82M 2.47% 9

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

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

Widmann Financial Services increased its McDonald's (MCD) stake by 0.35% in Q1 2026, buying an estimated $11.2K and bringing the position to 9,924 shares worth $3.08M. The position accounts for 1.83% of the portfolio, ranked #14.

Widmann Financial Services first reported a position in MCD in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.09M in Q1 2025. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Widmann Financial Services held 9,924 shares of McDonald's worth $3.08M as of Q1 2026.
  • Widmann Financial Services bought 35 McDonald's shares in Q1 2026, an estimated $11.2K.
  • McDonald's made up 1.83% of Widmann Financial Services's portfolio in Q1 2026, its #14 holding.
  • Widmann Financial Services first reported a position in McDonald's in Q4 2021 and has held it in 18 quarters since.
  • Widmann Financial Services's McDonald's position peaked at $3.09M in Q1 2025.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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