Analyst IMS Investment Management Services’s McDonald's MCD Stock Holding History

Analyst IMS Investment Management Services’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	$736K	Sell	2,368 -772	-25%	-$246K	0.02%	95
2025 Q4	$960K	Sell	3,140 -245	-7%	-$75K	0.03%	86
2025 Q3	$1.03M	Sell	3,385 -348	-9%	-$106K	0.03%	83
2025 Q2	$1.09M	Sell	3,733 -1,948	-34%	-$601K	0.04%	85
2025 Q1	$1.77M	Sell	5,681 -350	-6%	-$105K	0.07%	66
2024 Q4	$1.75M	Buy	6,031 +3,496	+138%	+$1.04M	0.06%	65
2024 Q3	$772K	Buy	2,535 +408	+19%	+$112K	0.03%	92
2024 Q2	$542K	Buy	2,127 +290	+16%	+$76.9K	0.02%	96
2024 Q1	$518K	Buy	1,837 +184	+11%	+$53.5K	0.02%	89
2023 Q4	$491K	Buy	+1,653	New	+$450K	0.03%	80
2023 Q3	–	Sell	-700	Closed	-$206K	–	104
2023 Q2	$206K	Buy	+700	New	+$203K	0.01%	98
2018 Q4	–	Sell	-700	Closed	-$117	–	140
2018 Q3	$117	Buy	+700	New	+$112K	0.02%	116

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

Analyst IMS Investment Management Services's MCD Position: Q1 2026 in Review

Analyst IMS Investment Management Services reduced its McDonald's (MCD) stake by 25% in Q1 2026, selling an estimated $246K and leaving 2,368 shares worth $736K. The position accounts for 0.02% of the portfolio, ranked #95.

Analyst IMS Investment Management Services first reported a position in MCD in Q3 2018 and has held it in 12 quarters since. The position peaked at $1.77M in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Analyst IMS Investment Management Services held 2,368 shares of McDonald's worth $736K as of Q1 2026.
Analyst IMS Investment Management Services sold 772 McDonald's shares in Q1 2026, an estimated $246K.
McDonald's made up 0.02% of Analyst IMS Investment Management Services's portfolio in Q1 2026, its #95 holding.
Analyst IMS Investment Management Services first reported a position in McDonald's in Q3 2018 and has held it in 12 quarters since.
Analyst IMS Investment Management Services's McDonald's position peaked at $1.77M in Q1 2025.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.