Advisory Research’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.12M | Sell |
3,611
-209
| -5% | -$66.6K | 0.14% | 108 |
|
|
2025
Q4 | $1.17M | Sell |
3,820
-378
| -9% | -$116K | 0.15% | 103 |
|
|
2025
Q3 | $1.28M | Sell |
4,198
-197
| -4% | -$60K | 0.17% | 100 |
|
|
2025
Q2 | $1.28M | Sell |
4,395
-62
| -1% | -$19.1K | 0.2% | 96 |
|
|
2025
Q1 | $1.39M | Sell |
4,457
-211
| -5% | -$63.1K | 0.25% | 83 |
|
|
2024
Q4 | $1.35M | Buy |
4,668
+756
| +19% | +$225K | 0.22% | 91 |
|
|
2024
Q3 | $1.19M | Sell |
3,912
-240
| -6% | -$66.1K | 0.21% | 102 |
|
|
2024
Q2 | $1.06M | Buy |
4,152
+702
| +20% | +$186K | 0.2% | 103 |
|
|
2024
Q1 | $973K | Sell |
3,450
-87
| -2% | -$25.3K | 0.19% | 102 |
|
|
2023
Q4 | $1.05M | Sell |
3,537
-2,063
| -37% | -$561K | 0.16% | 154 |
|
|
2023
Q3 | $1.48M | Sell |
5,600
-66
| -1% | -$18.8K | 0.2% | 141 |
|
|
2023
Q2 | $1.69M | Buy |
5,666
+1,649
| +41% | +$479K | 0.22% | 131 |
|
|
2023
Q1 | $1.12M | Sell |
4,017
-11
| -0.3% | -$2.95K | 0.18% | 141 |
|
|
2022
Q4 | $1.06M | Sell |
4,028
-9
| -0.2% | -$2.37K | 0.1% | 157 |
|
|
2022
Q3 | $931K | Sell |
4,037
-24
| -0.6% | -$6.13K | 0.09% | 173 |
|
|
2022
Q2 | $1M | Sell |
4,061
-25
| -0.6% | -$6.16K | 0.1% | 157 |
|
|
2022
Q1 | $1.01M | Sell |
4,086
-1,067
| -21% | -$266K | 0.08% | 183 |
|
|
2021
Q4 | $1.38M | Buy |
5,153
+376
| +8% | +$94.9K | 0.11% | 165 |
|
|
2021
Q3 | $1.15M | Hold |
4,777
| – | – | 0.07% | 183 |
|
|
2021
Q2 | $1.1M | Hold |
4,777
| – | – | 0.07% | 202 |
|
|
2021
Q1 | $1.07M | Sell |
4,777
-65
| -1% | -$13.9K | 0.08% | 200 |
|
|
2020
Q4 | $1.04M | Buy |
4,842
+1,922
| +66% | +$418K | 0.08% | 191 |
|
|
2020
Q3 | $641K | Buy |
+2,920
| New | +$599K | 0.06% | 222 |
|
|
2016
Q1 | – | Sell |
-4,052
| Closed | -$479K | – | 272 |
|
|
2015
Q4 | $479K | Sell |
4,052
-1,541
| -28% | -$172K | 0.01% | 234 |
|
|
2015
Q3 | $551K | Sell |
5,593
-870
| -13% | -$84.7K | 0.01% | 245 |
|
|
2015
Q2 | $614K | Sell |
6,463
-886
| -12% | -$85.7K | 0.01% | 269 |
|
|
2015
Q1 | $716K | Buy |
7,349
+492
| +7% | +$46.7K | 0.01% | 274 |
|
|
2014
Q4 | $643K | Sell |
6,857
-6,963
| -50% | -$652K | 0.01% | 287 |
|
|
2014
Q3 | $1.31M | Sell |
13,820
-154,137
| -92% | -$14.7M | 0.01% | 235 |
|
|
2014
Q2 | $16.9M | Sell |
167,957
-31,611
| -16% | -$3.19M | 0.16% | 130 |
|
|
2014
Q1 | $19.6M | Sell |
199,568
-4,241
| -2% | -$406K | 0.2% | 118 |
|
|
2013
Q4 | $19.8M | Sell |
203,809
-3,172
| -2% | -$305K | 0.2% | 119 |
|
|
2013
Q3 | $19.9M | Buy |
206,981
+4,066
| +2% | +$397K | 0.21% | 119 |
|
|
2013
Q2 | $20.1M | Buy |
+202,915
| New | +$20.3M | 0.23% | 114 |
|
Other funds holding MCD
VCM
VPM
DAM
Advisory Research's MCD Position: Q1 2026 in Review
Advisory Research reduced its McDonald's (MCD) stake by 5.5% in Q1 2026, selling an estimated $66.6K and leaving 3,611 shares worth $1.12M. The position accounts for 0.14% of the portfolio, ranked #108.
Advisory Research first reported a position in MCD in Q2 2013 and has held it in 34 quarters since. The position peaked at $20.1M in Q2 2013. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- Advisory Research held 3,611 shares of McDonald's worth $1.12M as of Q1 2026.
- Advisory Research sold 209 McDonald's shares in Q1 2026, an estimated $66.6K.
- McDonald's made up 0.14% of Advisory Research's portfolio in Q1 2026, its #108 holding.
- Advisory Research first reported a position in McDonald's in Q2 2013 and has held it in 34 quarters since.
- Advisory Research's McDonald's position peaked at $20.1M in Q2 2013.
- 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on Advisory Research's 13F filing for Q1 2026, filed 14 May 2026.