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Altman Advisors’s McDonald's MCD Stock Holding History

Altman Advisors’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 		– Sell
-7,915
Closed -$2.42M – 91
2025
Q4 		$2.42M Buy
7,915
+142
+2% +$43.5K 0.91% 39
2025
Q3 		$2.36M Buy
7,773
+162
+2% +$49.3K 0.9% 44
2025
Q2 		$2.26M Buy
7,611
+191
+3% +$58.9K 0.92% 46
2025
Q1 		$2.37M Buy
7,420
+1,591
+27% +$476K 1.09% 23
2024
Q4 		$1.69M Buy
5,829
+173
+3% +$51.6K 0.72% 60
2024
Q3 		$1.72M Buy
+5,656
New +$1.56M 0.77% 66
2024
Q2 		– Sell
-4,430
Closed -$1.24M – 88
2024
Q1 		$1.24M Buy
4,430
+295
+7% +$85.8K 0.6% 84
2023
Q4 		$1.23M Buy
+4,135
New +$1.13M 0.64% 72
2023
Q1 		$1.42M Buy
5,746
+80
+1% +$21.4K 1.3% 22
2022
Q4 		$1.52M Sell
5,666
-455
-7% -$120K 0.94% 32
2022
Q3 		$1.41M Buy
6,121
+4
+0.1% +$1.02K 0.89% 28
2022
Q2 		$1.6M Sell
6,117
-20
-0.3% -$4.93K 0.91% 27
2022
Q1 		$1.52M Sell
6,137
-5,455
-47% -$1.36M 0.78% 40
2021
Q4 		$2.95M Buy
11,592
+197
+2% +$49.7K 1.8% 19
2021
Q3 		$2.8M Buy
11,395
+133
+1% +$31.7K 1.55% 24
2021
Q2 		$2.64M Buy
11,262
+692
+7% +$161K 1.49% 29
2021
Q1 		$2.37M Sell
10,570
-1,600
-13% -$342K 1.53% 22
2020
Q4 		$2.61M Sell
12,170
-116
-0.9% -$25.2K 1.64% 22
2020
Q3 		$2.7M Buy
12,286
+118
+1% +$24.2K 1.91% 15
2020
Q2 		$2.25M Buy
12,168
+45
+0.4% +$8.25K 1.91% 23
2020
Q1 		$2M Sell
12,123
-577
-5% -$114K 1.86% 19
2019
Q4 		$2.51M Buy
12,700
+120
+1% +$23.8K 2.01% 20
2019
Q3 		$2.7M Sell
12,580
-142
-1% -$30.4K 2.29% 10
2019
Q2 		$2.64M Buy
12,722
+106
+0.8% +$21K 2.22% 9
2019
Q1 		$2.4M Sell
12,616
-474
-4% -$86K 2.21% 11
2018
Q4 		$2.32M Sell
13,090
-1,702
-12% -$302K 2.55% 10
2018
Q3 		$2.48M Buy
+14,792
New +$2.37M 2.23% 15
2018
Q2 		– Sell
-14,643
Closed -$2.29M – 87
2018
Q1 		$2.29M Sell
14,643
-77
-0.5% -$12.7K 2.19% 13
2017
Q4 		$2.53M Buy
+14,720
New +$2.47M 2.2% 9

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

Altman Advisors's MCD Position: Q1 2026 in Review

Altman Advisors sold out of McDonald's (MCD) in Q1 2026, closing a stake of 7,915 shares — an estimated $2.42M sold.

Altman Advisors first reported a position in MCD in Q4 2017 and held it in 29 quarters. The position peaked at $2.95M in Q4 2021. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Altman Advisors reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
  • Altman Advisors sold 7,915 McDonald's shares in Q1 2026, an estimated $2.42M.
  • Altman Advisors first reported a position in McDonald's in Q4 2017 and held it in 29 quarters.
  • Altman Advisors's McDonald's position peaked at $2.95M in Q4 2021.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Altman Advisors's 13F filing for Q1 2026, filed 5 May 2026.