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Aldebaran Financial’s McDonald's MCD Stock Holding History

Aldebaran Financial’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 		$755K Sell
2,428
-38
-2% -$12.1K 0.72% 38
2025
Q4 		$760K Sell
2,466
-10
-0.4% -$3.06K 0.7% 34
2025
Q3 		$752K Buy
2,476
+291
+13% +$88.6K 0.75% 34
2025
Q2 		$639K Buy
2,185
+2
+0.1% +$617 0.71% 34
2025
Q1 		$682K Sell
2,183
-22
-1% -$6.58K 0.83% 31
2024
Q4 		$639K Sell
2,205
-317
-13% -$94.5K 0.75% 38
2024
Q3 		$768K Buy
2,522
+2
+0.1% +$551 0.91% 32
2024
Q2 		$642K Buy
2,520
+3
+0.1% +$796 0.84% 31
2024
Q1 		$710K Buy
2,517
+3
+0.1% +$872 1% 26
2023
Q4 		$746K Sell
2,514
-23
-0.9% -$6.26K 1.1% 25
2023
Q3 		$668K Sell
2,537
-25
-1% -$7.13K 1.04% 25
2023
Q2 		$764K Sell
2,562
-205
-7% -$59.6K 1.04% 27
2023
Q1 		$774K Sell
2,767
-451
-14% -$121K 1% 31
2022
Q4 		$848K Sell
3,218
-218
-6% -$57.5K 0.91% 35
2022
Q3 		$797K Sell
3,436
-98
-3% -$25K 0.88% 38
2022
Q2 		$882K Sell
3,534
-1,047
-23% -$258K 0.93% 38
2022
Q1 		$1.13M Sell
4,581
-8
-0.2% -$1.99K 0.88% 35
2021
Q4 		$1.23M Sell
4,589
-142
-3% -$35.9K 0.91% 33
2021
Q3 		$1.14M Buy
4,731
+3
+0.1% +$716 0.92% 32
2021
Q2 		$1.09M Buy
4,728
+3
+0.1% +$698 0.9% 37
2021
Q1 		$1.06M Buy
4,725
+4
+0.1% +$855 0.93% 36
2020
Q4 		$1.01M Buy
4,721
+3
+0.1% +$652 0.94% 36
2020
Q3 		$1.04M Sell
4,718
-72
-2% -$14.8K 1.08% 30
2020
Q2 		$884K Buy
4,790
+4
+0.1% +$733 1.04% 34
2020
Q1 		$791K Sell
4,786
-345
-7% -$68K 0.77% 50
2019
Q4 		$1.01M Sell
5,131
-3,840
-43% -$762K 0.77% 51
2019
Q3 		$1.88M Buy
8,971
+643
+8% +$138K 1.25% 30
2019
Q2 		$1.73M Buy
8,328
+1,003
+14% +$199K 1.19% 30
2019
Q1 		$1.39M Buy
7,325
+53
+0.7% +$9.62K 0.98% 38
2018
Q4 		$1.29M Sell
7,272
-196
-3% -$34.8K 0.98% 35
2018
Q3 		$1.25M Sell
7,468
-47
-0.6% -$7.53K 0.81% 46
2018
Q2 		$1.18M Sell
7,515
-181
-2% -$29.3K 0.81% 47
2018
Q1 		$1.2M Sell
7,696
-448
-6% -$73.7K 0.81% 47
2017
Q4 		$1.4M Buy
8,144
+3
+0% +$504 0.93% 43
2017
Q3 		$1.28M Buy
8,141
+82
+1% +$12.9K 0.88% 45
2017
Q2 		$1.23M Buy
8,059
+4
+0% +$578 0.9% 43
2017
Q1 		$1.04M Sell
8,055
-47
-0.6% -$5.9K 0.79% 45
2016
Q4 		$986K Buy
8,102
+4
+0% +$469 0.78% 45
2016
Q3 		$934K Sell
8,098
-620
-7% -$73.5K 0.74% 53
2016
Q2 		$1.06M Sell
8,718
-1,193
-12% -$149K 0.85% 43
2016
Q1 		$1.25M Buy
9,911
+4
+0% +$478 1.09% 33
2015
Q4 		$1.17M Sell
9,907
-96
-1% -$10.7K 1.08% 34
2015
Q3 		$986K Sell
10,003
-103
-1% -$10K 0.93% 38
2015
Q2 		$961K Buy
10,106
+6
+0.1% +$580 0.81% 40
2015
Q1 		$984K Sell
10,100
-300
-3% -$28.5K 0.84% 40
2014
Q4 		$974K Sell
10,400
-339
-3% -$31.7K 0.86% 45
2014
Q3 		$1.02M Sell
10,739
-2,045
-16% -$195K 0.91% 40
2014
Q2 		$1.29M Buy
12,784
+99
+0.8% +$9.99K 1.01% 34
2014
Q1 		$1.24M Buy
12,685
+160
+1% +$15.3K 1.09% 34
2013
Q4 		$1.22M Buy
+12,525
New +$1.2M 1.16% 27

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

Aldebaran Financial's MCD Position: Q1 2026 in Review

Aldebaran Financial reduced its McDonald's (MCD) stake by 1.5% in Q1 2026, selling an estimated $12.1K and leaving 2,428 shares worth $755K. The position accounts for 0.72% of the portfolio, ranked #38.

Aldebaran Financial first reported a position in MCD in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.88M in Q3 2019. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Aldebaran Financial held 2,428 shares of McDonald's worth $755K as of Q1 2026.
  • Aldebaran Financial sold 38 McDonald's shares in Q1 2026, an estimated $12.1K.
  • McDonald's made up 0.72% of Aldebaran Financial's portfolio in Q1 2026, its #38 holding.
  • Aldebaran Financial first reported a position in McDonald's in Q4 2013 and has held it in 50 quarters since.
  • Aldebaran Financial's McDonald's position peaked at $1.88M in Q3 2019.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Aldebaran Financial's 13F filing for Q1 2026, filed 14 May 2026.