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Anchor Investment Management’s McDonald's MCD Stock Holding History

Anchor Investment Management’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 		$4.68M Buy
15,070
+238
+2% +$75.8K 0.39% 66
2025
Q4 		$4.53M Buy
14,832
+204
+1% +$62.5K 0.37% 66
2025
Q3 		$4.45M Sell
14,628
-8
-0.1% -$2.44K 0.37% 67
2025
Q2 		$4.28M Sell
14,636
-304
-2% -$93.7K 0.38% 68
2025
Q1 		$4.67M Buy
14,940
+122
+0.8% +$36.5K 0.44% 58
2024
Q4 		$4.3M Buy
14,818
+735
+5% +$219K 0.4% 65
2024
Q3 		$4.29M Buy
14,083
+1,003
+8% +$276K 0.4% 61
2024
Q2 		$3.33M Sell
13,080
-1,031
-7% -$274K 0.34% 77
2024
Q1 		$3.98M Buy
14,111
+107
+0.8% +$31.1K 0.42% 65
2023
Q4 		$4.15M Buy
14,004
+370
+3% +$101K 0.48% 57
2023
Q3 		$3.59M Buy
13,634
+823
+6% +$235K 0.47% 57
2023
Q2 		$3.82M Buy
12,811
+2,082
+19% +$605K 0.49% 56
2023
Q1 		$3M Buy
10,729
+454
+4% +$122K 0.41% 65
2022
Q4 		$2.71M Buy
10,275
+954
+10% +$252K 0.39% 70
2022
Q3 		$2.15M Sell
9,321
-423
-4% -$108K 0.33% 82
2022
Q2 		$2.41M Buy
9,744
+205
+2% +$50.5K 0.35% 76
2022
Q1 		$2.36M Buy
9,539
+2,072
+28% +$516K 0.3% 92
2021
Q4 		$2M Buy
7,467
+289
+4% +$73K 0.25% 101
2021
Q3 		$1.73M Buy
7,178
+382
+6% +$91.2K 0.24% 102
2021
Q2 		$1.57M Buy
6,796
+790
+13% +$184K 0.22% 114
2021
Q1 		$1.35M Buy
6,006
+3,115
+108% +$666K 0.21% 120
2020
Q4 		$620K Buy
2,891
+236
+9% +$51.3K 0.11% 165
2020
Q3 		$583K Buy
2,655
+532
+25% +$109K 0.12% 159
2020
Q2 		$392K Sell
2,123
-100
-4% -$18.3K 0.09% 179
2020
Q1 		$368K Buy
2,223
+212
+11% +$41.8K 0.09% 180
2019
Q4 		$397K Buy
2,011
+28
+1% +$5.55K 0.08% 196
2019
Q3 		$426K Buy
1,983
+525
+36% +$113K 0.1% 192
2019
Q2 		$303K Buy
1,458
+200
+16% +$39.6K 0.07% 227
2019
Q1 		$239K Hold
1,258
– – 0.06% 254
2018
Q4 		$223K Buy
1,258
+672
+115% +$119K 0.06% 250
2018
Q3 		$98K Hold
586
– – 0.02% 381
2018
Q2 		$91.8K Buy
586
+220
+60% +$35.7K 0.02% 396
2018
Q1 		$57.2K Hold
366
– – 0.02% 459
2017
Q4 		$63K Hold
366
– – 0.02% 436
2017
Q3 		$57.3K Buy
366
+100
+38% +$15.7K 0.02% 427
2017
Q2 		$40.7K Buy
266
+75
+39% +$10.8K 0.01% 422
2017
Q1 		$24.8K Hold
191
– – 0.01% 465
2016
Q4 		$23.2K Hold
191
– – 0.01% 454
2016
Q3 		$22K Hold
191
– – 0.01% 436
2016
Q2 		$23K Hold
191
– – 0.01% 429
2016
Q1 		$24K Buy
+191
New +$22.8K 0.01% 408

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

Anchor Investment Management's MCD Position: Q1 2026 in Review

Anchor Investment Management increased its McDonald's (MCD) stake by 1.6% in Q1 2026, buying an estimated $75.8K and bringing the position to 15,070 shares worth $4.68M. The position accounts for 0.39% of the portfolio, ranked #66.

Anchor Investment Management first reported a position in MCD in Q1 2016 and has held it in 41 quarters since. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Anchor Investment Management held 15,070 shares of McDonald's worth $4.68M as of Q1 2026.
  • Anchor Investment Management bought 238 McDonald's shares in Q1 2026, an estimated $75.8K.
  • McDonald's made up 0.39% of Anchor Investment Management's portfolio in Q1 2026, its #66 holding.
  • Anchor Investment Management first reported a position in McDonald's in Q1 2016 and has held it in 41 quarters since.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.