AGF Management’s McDonald's MCD Stock Holding History

AGF Management’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	$46.2M	Sell	148,594 -24,491	-14%	-$7.8M	0.21%	113
2025 Q4	$52.9M	Buy	173,085 +53,377	+45%	+$16.3M	0.23%	104
2025 Q3	$36.4M	Buy	119,708 +40,733	+52%	+$12.4M	0.16%	123
2025 Q2	$23.1M	Sell	78,975 -50,507	-39%	-$15.6M	0.1%	143
2025 Q1	$40.4M	Sell	129,482 -22,448	-15%	-$6.71M	0.21%	116
2024 Q4	$44M	Sell	151,930 -3,006	-2%	-$896K	0.22%	106
2024 Q3	$47.2M	Sell	154,936 -39,213	-20%	-$10.8M	0.24%	112
2024 Q2	$49.5M	Buy	194,149 +13,362	+7%	+$3.54M	0.27%	104
2024 Q1	$51M	Sell	180,787 -1,827	-1%	-$531K	0.28%	105
2023 Q4	$54.1M	Buy	182,614 +10,708	+6%	+$2.91M	0.32%	102
2023 Q3	$45.3M	Buy	171,906 +33,317	+24%	+$9.5M	0.32%	101
2023 Q2	$41.4M	Buy	138,589 +183	+0.1%	+$53.2K	0.3%	100
2023 Q1	$38.7M	Sell	138,406 -1,432	-1%	-$384K	0.27%	110
2022 Q4	$36.9M	Buy	+139,838	New	+$36.9M	0.27%	103

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

AGF Management's MCD Position: Q1 2026 in Review

AGF Management reduced its McDonald's (MCD) stake by 14% in Q1 2026, selling an estimated $7.8M and leaving 148,594 shares worth $46.2M. The position accounts for 0.21% of the portfolio, ranked #113.

AGF Management first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $54.1M in Q4 2023. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

AGF Management held 148,594 shares of McDonald's worth $46.2M as of Q1 2026.
AGF Management sold 24,491 McDonald's shares in Q1 2026, an estimated $7.8M.
McDonald's made up 0.21% of AGF Management's portfolio in Q1 2026, its #113 holding.
AGF Management first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
AGF Management's McDonald's position peaked at $54.1M in Q4 2023.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on AGF Management's 13F filing for Q1 2026, filed 7 May 2026.