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Advisors Management Group’s McDonald's MCD Stock Holding History

Advisors Management 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 		$282K Buy
909
+84
+10% +$26.8K 0.05% 137
2025
Q4 		$252K Buy
825
+1
+0.1% +$306 0.05% 139
2025
Q3 		$250K Hold
824
– – 0.04% 142
2025
Q2 		$241K Sell
824
-72
-8% -$22.2K 0.05% 138
2025
Q1 		$280K Buy
896
+1
+0.1% +$299 0.06% 128
2024
Q4 		$260K Sell
895
-25
-3% -$7.46K 0.06% 135
2024
Q3 		$280K Buy
920
+1
+0.1% +$276 0.07% 130
2024
Q2 		$234K Sell
919
-43
-4% -$11.4K 0.06% 140
2024
Q1 		$271K Sell
962
-24
-2% -$6.98K 0.07% 132
2023
Q4 		$292K Sell
986
-1
-0.1% -$272 0.08% 121
2023
Q3 		$260K Buy
987
+1
+0.1% +$285 0.08% 118
2023
Q2 		$294K Buy
986
+1
+0.1% +$291 0.09% 112
2023
Q1 		$275K Buy
985
+1
+0.1% +$268 0.09% 115
2022
Q4 		$259K Buy
984
+6
+0.6% +$1.58K 0.1% 110
2022
Q3 		$226K Buy
978
+1
+0.1% +$256 0.09% 115
2022
Q2 		$241K Buy
977
+27
+3% +$6.65K 0.08% 114
2022
Q1 		$235K Buy
950
+3
+0.3% +$747 0.08% 116
2021
Q4 		$254K Sell
947
-14
-1% -$3.54K 0.08% 114
2021
Q3 		$232K Buy
+961
New +$229K 0.07% 115

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

Advisors Management Group's MCD Position: Q1 2026 in Review

Advisors Management Group increased its McDonald's (MCD) stake by 10% in Q1 2026, buying an estimated $26.8K and bringing the position to 909 shares worth $282K. The position accounts for 0.05% of the portfolio, ranked #137.

Advisors Management Group first reported a position in MCD in Q3 2021 and has held it in 19 quarters since. The position peaked at $294K in Q2 2023. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Advisors Management Group held 909 shares of McDonald's worth $282K as of Q1 2026.
  • Advisors Management Group bought 84 McDonald's shares in Q1 2026, an estimated $26.8K.
  • McDonald's made up 0.05% of Advisors Management Group's portfolio in Q1 2026, its #137 holding.
  • Advisors Management Group first reported a position in McDonald's in Q3 2021 and has held it in 19 quarters since.
  • Advisors Management Group's McDonald's position peaked at $294K in Q2 2023.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Advisors Management Group's 13F filing for Q1 2026, filed 1 May 2026.