Alta Advisers’s McDonald's MCD Stock Holding History

Alta Advisers’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	$843K	Hold	2,714	–	–	0.31%	47
2025 Q4	$829K	Sell	2,714 -800	-23%	-$245K	0.3%	49
2025 Q3	$1.07M	Hold	3,514	–	–	0.33%	45
2025 Q2	$1.03M	Hold	3,514	–	–	0.37%	47
2025 Q1	$1.1M	Buy	3,514 +1,100	+46%	+$329K	0.47%	39
2024 Q4	$700K	Buy	2,414 +480	+25%	+$143K	0.44%	37
2024 Q3	$589K	Buy	1,934 +134	+7%	+$36.9K	0.27%	39
2024 Q2	$459K	Hold	1,800	–	–	0.22%	51
2024 Q1	$508K	Hold	1,800	–	–	0.25%	50
2023 Q4	$534K	Hold	1,800	–	–	0.29%	38
2023 Q3	$474K	Hold	1,800	–	–	0.27%	39
2023 Q2	$537K	Hold	1,800	–	–	0.3%	34
2023 Q1	$503K	Hold	1,800	–	–	0.3%	35
2022 Q4	$474K	Hold	1,800	–	–	0.28%	36
2022 Q3	$415K	Buy	+1,800	New	+$460K	0.26%	40

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

Alta Advisers's MCD Position: Q1 2026 in Review

Alta Advisers held its McDonald's (MCD) position steady in Q1 2026 at 2,714 shares worth $843K. The position accounts for 0.31% of the portfolio, ranked #47.

Alta Advisers first reported a position in MCD in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.1M in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Alta Advisers held 2,714 shares of McDonald's worth $843K as of Q1 2026.
Alta Advisers left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.31% of Alta Advisers's portfolio in Q1 2026, its #47 holding.
Alta Advisers first reported a position in McDonald's in Q3 2022 and has held it in 15 quarters since.
Alta Advisers's McDonald's position peaked at $1.1M in Q1 2025.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.