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Addison Advisors’s McDonald's MCD Stock Holding History

Addison Advisors’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 		$604K Sell
1,943
-39
-2% -$12.4K 0.13% 112
2025
Q4 		$606K Sell
1,982
-9
-0.5% -$2.76K 0.14% 112
2025
Q3 		$605K Sell
1,991
-35
-2% -$10.7K 0.14% 112
2025
Q2 		$592K Buy
2,026
+223
+12% +$68.7K 0.15% 110
2025
Q1 		$563K Buy
1,803
+2
+0.1% +$598 0.15% 97
2024
Q4 		$522K Sell
1,801
-9
-0.5% -$2.68K 0.15% 101
2024
Q3 		$551K Buy
1,810
+75
+4% +$20.7K 0.15% 107
2024
Q2 		$442K Sell
1,735
-82
-5% -$21.8K 0.14% 113
2024
Q1 		$512K Buy
1,817
+44
+2% +$12.8K 0.18% 96
2023
Q4 		$526K Buy
1,773
+137
+8% +$37.3K 0.2% 84
2023
Q3 		$431K Buy
1,636
+79
+5% +$22.5K 0.2% 87
2023
Q2 		$465K Buy
1,557
+39
+3% +$11.3K 0.23% 83
2023
Q1 		$424K Sell
1,518
-2
-0.1% -$536 0.24% 82
2022
Q4 		$401K Sell
1,520
-423
-22% -$112K 0.24% 84
2022
Q3 		$448K Buy
1,943
+355
+22% +$90.7K 0.28% 71
2022
Q2 		$392K Sell
1,588
-116
-7% -$28.6K 0.24% 83
2022
Q1 		$421K Buy
1,704
+705
+71% +$176K 0.23% 84
2021
Q4 		$268K Buy
999
+245
+32% +$61.9K 0.17% 97
2021
Q3 		$182K Buy
754
+4
+0.5% +$955 0.15% 81
2021
Q2 		$173K Buy
+750
New +$175K 0.14% 88
2020
Q4 		$161K Buy
+750
New +$163K 0.15% 93

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

Addison Advisors's MCD Position: Q1 2026 in Review

Addison Advisors reduced its McDonald's (MCD) stake by 2% in Q1 2026, selling an estimated $12.4K and leaving 1,943 shares worth $604K. The position accounts for 0.13% of the portfolio, ranked #112.

Addison Advisors first reported a position in MCD in Q4 2020 and has held it in 21 quarters since. The position peaked at $606K in Q4 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Addison Advisors held 1,943 shares of McDonald's worth $604K as of Q1 2026.
  • Addison Advisors sold 39 McDonald's shares in Q1 2026, an estimated $12.4K.
  • McDonald's made up 0.13% of Addison Advisors's portfolio in Q1 2026, its #112 holding.
  • Addison Advisors first reported a position in McDonald's in Q4 2020 and has held it in 21 quarters since.
  • Addison Advisors's McDonald's position peaked at $606K in Q4 2025.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.