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Wills Financial Group’s McDonald's MCD Stock Holding History

Wills Financial Group’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 		$209K Sell
759
-16
-2% -$5.1K 0.08% 73
2025
Q4 		$237K Hold
775
– – 0.09% 72
2025
Q3 		$236K Hold
775
– – 0.1% 63
2025
Q2 		$226K Hold
775
– – 0.1% 64
2025
Q1 		$242K Hold
775
– – 0.11% 57
2024
Q4 		$225K Hold
775
– – 0.1% 62
2024
Q3 		$236K Buy
+775
New +$214K 0.1% 61
2024
Q2 		– Sell
-775
Closed -$219K – 66
2024
Q1 		$219K Hold
775
– – 0.1% 60
2023
Q4 		$230K Sell
775
-194
-20% -$52.8K 0.12% 55
2023
Q3 		$255K Hold
969
– – 0.14% 57
2023
Q2 		$289K Hold
969
– – 0.15% 57
2023
Q1 		$271K Buy
+969
New +$260K 0.15% 57
2015
Q2 		– Sell
-20,592
Closed -$2.01M – 83
2015
Q1 		$2.01M Sell
20,592
-1,754
-8% -$166K 1.65% 21
2014
Q4 		$2.09M Sell
22,346
-447
-2% -$41.8K 1.7% 19
2014
Q3 		$2.16M Sell
22,793
-1,007
-4% -$96K 1.83% 19
2014
Q2 		$2.4M Buy
23,800
+417
+2% +$42.1K 1.99% 16
2014
Q1 		$2.29M Buy
23,383
+8,620
+58% +$824K 2.18% 15
2013
Q4 		$1.43M Buy
+14,763
New +$1.42M 1.47% 26

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

Wills Financial Group's MCD Position: Q1 2026 in Review

Wills Financial Group reduced its McDonald's (MCD) stake by 2.1% in Q1 2026, selling an estimated $5.1K and leaving 759 shares worth $209K. The position accounts for 0.08% of the portfolio, ranked #73.

Wills Financial Group first reported a position in MCD in Q4 2013 and has held it in 18 quarters since. The position peaked at $2.4M in Q2 2014. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Wills Financial Group held 759 shares of McDonald's worth $209K as of Q1 2026.
  • Wills Financial Group sold 16 McDonald's shares in Q1 2026, an estimated $5.1K.
  • McDonald's made up 0.08% of Wills Financial Group's portfolio in Q1 2026, its #73 holding.
  • Wills Financial Group first reported a position in McDonald's in Q4 2013 and has held it in 18 quarters since.
  • Wills Financial Group's McDonald's position peaked at $2.4M in Q2 2014.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Wills Financial Group's 13F filing for Q1 2026, filed 14 May 2026.