Alpha Family Trust’s McDonald's MCD Stock Holding History

Alpha Family Trust’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	$440K	Hold	1,415	–	–	0.21%	82
2025 Q4	$432K	Hold	1,415	–	–	0.2%	89
2025 Q3	$430K	Hold	1,415	–	–	0.2%	88
2025 Q2	$413K	Hold	1,415	–	–	0.2%	93
2025 Q1	$442K	Hold	1,415	–	–	0.26%	75
2024 Q4	$410K	Hold	1,415	–	–	0.23%	70
2024 Q3	$431K	Sell	1,415 -235	-14%	-$64.8K	0.24%	74
2024 Q2	$420K	Buy	1,650 +245	+17%	+$65K	0.25%	69
2024 Q1	$396K	Hold	1,405	–	–	0.24%	73
2023 Q4	$417K	Hold	1,405	–	–	0.28%	67
2023 Q3	$370K	Hold	1,405	–	–	0.28%	66
2023 Q2	$419K	Hold	1,405	–	–	0.29%	57
2023 Q1	$393K	Hold	1,405	–	–	0.31%	62
2022 Q4	$370K	Buy	1,405 +200	+17%	+$52.8K	0.33%	64
2022 Q3	$278K	Hold	1,205	–	–	0.21%	35
2022 Q2	$297K	Buy	+1,205	New	+$297K	0.19%	35

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 $147M AUM 25.76% 1-Year Est. Return

Alpha Family Trust's MCD Position: Q1 2026 in Review

Alpha Family Trust held its McDonald's (MCD) position steady in Q1 2026 at 1,415 shares worth $440K. The position accounts for 0.21% of the portfolio, ranked #82.

Alpha Family Trust first reported a position in MCD in Q2 2022 and has held it in 16 quarters since. The position peaked at $442K in Q1 2025. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Alpha Family Trust held 1,415 shares of McDonald's worth $440K as of Q1 2026.
Alpha Family Trust left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.21% of Alpha Family Trust's portfolio in Q1 2026, its #82 holding.
Alpha Family Trust first reported a position in McDonald's in Q2 2022 and has held it in 16 quarters since.
Alpha Family Trust's McDonald's position peaked at $442K in Q1 2025.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.