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Allen Capital Group’s McDonald's MCD Stock Holding History

Allen Capital 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 		$1.11M Buy
3,567
+489
+16% +$156K 0.1% 131
2025
Q4 		$941K Sell
3,078
-55
-2% -$16.8K 0.09% 136
2025
Q3 		$952K Sell
3,133
-3
-0.1% -$913 0.09% 131
2025
Q2 		$916K Buy
3,136
+235
+8% +$72.4K 0.09% 129
2025
Q1 		$906K Buy
2,901
+191
+7% +$57.1K 0.1% 121
2024
Q4 		$786K Sell
2,710
-64
-2% -$19.1K 0.09% 121
2024
Q3 		$845K Buy
2,774
+300
+12% +$82.7K 0.1% 116
2024
Q2 		$630K Sell
2,474
-92
-4% -$24.4K 0.09% 120
2024
Q1 		$723K Buy
2,566
+82
+3% +$23.8K 0.1% 112
2023
Q4 		$737K Buy
2,484
+153
+7% +$41.6K 0.12% 107
2023
Q3 		$601K Buy
2,331
+28
+1% +$7.99K 0.11% 111
2023
Q2 		$687K Buy
2,303
+165
+8% +$47.9K 0.12% 103
2023
Q1 		$598K Buy
+2,138
New +$573K 0.11% 113
2022
Q4 		– Sell
-2,147
Closed -$495K – 107
2022
Q3 		$495K Sell
2,147
-10
-0.5% -$2.56K 0.11% 108
2022
Q2 		$532K Buy
2,157
+23
+1% +$5.66K 0.11% 105
2022
Q1 		$528K Buy
2,134
+10
+0.5% +$2.49K 0.1% 106
2021
Q4 		$569K Buy
2,124
+3
+0.1% +$757 0.09% 104
2021
Q3 		$511K Buy
2,121
+10
+0.5% +$2.39K 0.1% 98
2021
Q2 		$488K Buy
2,111
+90
+4% +$20.9K 0.1% 102
2021
Q1 		$453K Buy
2,021
+972
+93% +$208K 0.1% 104
2020
Q4 		$225K Buy
1,049
+3
+0.3% +$652 0.05% 127
2020
Q3 		$238K Buy
+1,046
New +$215K 0.06% 126
2020
Q1 		– Sell
-1,107
Closed -$219K – 132
2019
Q4 		$219K Buy
1,107
+2
+0.2% +$397 0.06% 128
2019
Q3 		$235K Buy
1,105
+3
+0.3% +$643 0.07% 118
2019
Q2 		$229K Sell
1,102
-28
-2% -$5.55K 0.07% 117
2019
Q1 		$215K Sell
1,130
-9
-0.8% -$1.63K 0.07% 111
2018
Q4 		$208K Buy
+1,139
New +$202K 0.07% 112
2018
Q1 		– Sell
-1,227
Closed -$211K – 123
2017
Q4 		$211K Buy
+1,227
New +$206K 0.09% 108

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

Allen Capital Group's MCD Position: Q1 2026 in Review

Allen Capital Group increased its McDonald's (MCD) stake by 16% in Q1 2026, buying an estimated $156K and bringing the position to 3,567 shares worth $1.11M. The position accounts for 0.1% of the portfolio, ranked #131.

Allen Capital Group first reported a position in MCD in Q4 2017 and has held it in 28 quarters since. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Allen Capital Group held 3,567 shares of McDonald's worth $1.11M as of Q1 2026.
  • Allen Capital Group bought 489 McDonald's shares in Q1 2026, an estimated $156K.
  • McDonald's made up 0.1% of Allen Capital Group's portfolio in Q1 2026, its #131 holding.
  • Allen Capital Group first reported a position in McDonald's in Q4 2017 and has held it in 28 quarters since.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.