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Adell Harriman & Carpenter’s McDonald's MCD Stock Holding History

Adell Harriman & Carpenter’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 		$6.76M Buy
21,759
+1,156
+6% +$368K 0.41% 53
2025
Q4 		$6.3M Sell
20,603
-202
-1% -$61.9K 0.38% 49
2025
Q3 		$6.32M Buy
20,805
+125
+0.6% +$38K 0.38% 50
2025
Q2 		$6.04M Sell
20,680
-1,095
-5% -$338K 0.4% 50
2025
Q1 		$6.8M Sell
21,775
-570
-3% -$170K 0.51% 48
2024
Q4 		$6.48M Sell
22,345
-2,532
-10% -$755K 0.45% 47
2024
Q3 		$7.58M Sell
24,877
-4,118
-14% -$1.14M 0.55% 47
2024
Q2 		$7.39M Sell
28,995
-5,343
-16% -$1.42M 0.57% 43
2024
Q1 		$9.68M Sell
34,338
-1,070
-3% -$311K 0.8% 37
2023
Q4 		$10.5M Sell
35,408
-167
-0.5% -$45.5K 0.97% 32
2023
Q3 		$9.37M Buy
35,575
+1,071
+3% +$305K 0.97% 34
2023
Q2 		$10.2M Sell
34,504
-2,175
-6% -$632K 1.03% 31
2023
Q1 		$10.3M Sell
36,679
-859
-2% -$230K 1.1% 30
2022
Q4 		$9.89M Sell
37,538
-1,521
-4% -$401K 1.14% 31
2022
Q3 		$9.01M Sell
39,059
-54
-0.1% -$13.8K 1.1% 31
2022
Q2 		$9.66M Buy
39,113
+291
+0.7% +$71.7K 1.18% 30
2022
Q1 		$9.6M Sell
38,822
-751
-2% -$187K 0.93% 37
2021
Q4 		$10.6M Buy
39,573
+1,567
+4% +$396K 0.98% 35
2021
Q3 		$9.16M Buy
38,006
+111
+0.3% +$26.5K 0.95% 37
2021
Q2 		$8.75M Buy
37,895
+175
+0.5% +$40.7K 0.92% 37
2021
Q1 		$8.45M Sell
37,720
-63
-0.2% -$13.5K 1.03% 36
2020
Q4 		$8.11M Buy
37,783
+55
+0.1% +$12K 1.07% 29
2020
Q3 		$8.28M Sell
37,728
-1,473
-4% -$302K 1.24% 25
2020
Q2 		$7.23M Sell
39,201
-735
-2% -$135K 1.24% 26
2020
Q1 		$6.6M Buy
39,936
+79
+0.2% +$15.6K 1.4% 22
2019
Q4 		$7.88M Buy
39,857
+315
+0.8% +$62.5K 1.3% 26
2019
Q3 		$8.49M Sell
39,542
-235
-0.6% -$50.4K 1.54% 21
2019
Q2 		$8.26M Buy
39,777
+2,564
+7% +$508K 1.54% 20
2019
Q1 		$7.07M Buy
37,213
+306
+0.8% +$55.5K 1.37% 25
2018
Q4 		$6.55M Buy
36,907
+1,401
+4% +$248K 1.44% 26
2018
Q3 		$5.94M Sell
35,506
-1,728
-5% -$277K 1.11% 33
2018
Q2 		$5.83M Buy
37,234
+2,502
+7% +$406K 1.16% 32
2018
Q1 		$5.43M Buy
34,732
+3,240
+10% +$533K 1.13% 32
2017
Q4 		$5.42M Sell
31,492
-1,015
-3% -$170K 1.15% 31
2017
Q3 		$5.09M Buy
32,507
+3,650
+13% +$572K 1.11% 33
2017
Q2 		$4.42M Sell
28,857
-605
-2% -$87.4K 1% 41
2017
Q1 		$3.82M Sell
29,462
-1,350
-4% -$169K 0.88% 45
2016
Q4 		$3.75M Sell
30,812
-30
-0.1% -$3.52K 0.93% 43
2016
Q3 		$3.56M Sell
30,842
-1,066
-3% -$126K 0.9% 46
2016
Q2 		$3.84M Sell
31,908
-1,397
-4% -$175K 1% 42
2016
Q1 		$4.19M Buy
33,305
+819
+3% +$97.9K 1.13% 37
2015
Q4 		$3.84M Buy
32,486
+2,015
+7% +$225K 1.03% 38
2015
Q3 		$3M Sell
30,471
-2,939
-9% -$286K 0.88% 45
2015
Q2 		$3.18M Sell
33,410
-735
-2% -$71.1K 0.82% 46
2015
Q1 		$3.33M Sell
34,145
-1,190
-3% -$113K 0.88% 44
2014
Q4 		$3.31M Sell
35,335
-7,487
-17% -$701K 0.9% 46
2014
Q3 		$4.31M Hold
42,822
– – 1.19% 28
2014
Q2 		$4.31M Sell
42,822
-4,031
-9% -$407K 1.19% 28
2014
Q1 		$4.59M Sell
46,853
-3,300
-7% -$316K 1.36% 23
2013
Q4 		$4.87M Sell
50,153
-2,120
-4% -$204K 1.51% 19
2013
Q3 		$5.03M Sell
52,273
-1,209
-2% -$118K 1.42% 16
2013
Q2 		$5.29M Buy
+53,482
New +$5.36M 1.9% 14

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

Adell Harriman & Carpenter's MCD Position: Q1 2026 in Review

Adell Harriman & Carpenter increased its McDonald's (MCD) stake by 5.6% in Q1 2026, buying an estimated $368K and bringing the position to 21,759 shares worth $6.76M. The position accounts for 0.41% of the portfolio, ranked #53.

Adell Harriman & Carpenter first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.6M in Q4 2021. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Adell Harriman & Carpenter held 21,759 shares of McDonald's worth $6.76M as of Q1 2026.
  • Adell Harriman & Carpenter bought 1,156 McDonald's shares in Q1 2026, an estimated $368K.
  • McDonald's made up 0.41% of Adell Harriman & Carpenter's portfolio in Q1 2026, its #53 holding.
  • Adell Harriman & Carpenter first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
  • Adell Harriman & Carpenter's McDonald's position peaked at $10.6M in Q4 2021.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Adell Harriman & Carpenter's 13F filing for Q1 2026, filed 4 May 2026.